AppsPricingBlogTry it
Close logo
Schedule logo

Connect Close to Schedule

Automate workflows and sync data between Close and Schedule with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Close & Schedule?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Close and Schedule perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Close and Schedule for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Close logo

Close

Triggers (4)

New Custom Event

Emit new event when the configured types of events are triggered. See all possibilities

polling
New Lead

Emit new event when a new Lead is created

polling
New Lead Status Change

Emit new event when a Lead's status is changed

polling
New Opportunity

Emit new event when a new Opportunity is created

polling

Actions (6)

Create Lead

Creates a lead. See the documentation

Custom Action

Makes an arbitrary call to the Close API. See the documentation for all options.

List Lead ID Options

Retrieves available options for the Lead ID field.

List Status ID Options

Retrieves available options for the Status ID field.

Search Leads

Search leads with a given field and word. See the documentation

Update Lead

Updates a lead. See the documentation

Schedule logo

Schedule

Triggers (4)

Custom Interval

Trigger your workflow every N hours, minutes or seconds.

polling
Daily schedule

Trigger your workflow every day.

polling
Monthly Schedule

Trigger your workflow on one or more days each month at a specific time (with timezone support).

polling
Weekly schedule

Trigger your workflow on one or more days each week at a specific time (with timezone support).

polling

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Schedule trigger → Update Close

Bi-directional
ScheduleSchedule

Custom Interval

CloseClose

Create Lead

How It Works

1

Connect Apps

Authenticate your Close and Schedule accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Close and Schedule with 8 public triggers available for instant updates.

Automated Actions

Execute 6 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Close and Schedule in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Close and Schedule with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Schedule logoClose logo

Reverse Integration Available

Also connect Schedule to Close for bidirectional automation

View Integration
Close logo

All Close Integrations

Explore all available Close connections

View All Integrations
Schedule logo

All Schedule Integrations

Explore all available Schedule connections

View All Integrations

Ready to Connect Close & Schedule?

Join thousands of users automating their workflows with Mazaal AI