> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://help.close.com/best-practices/automating-close-with-zapier/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.close.com/_mcp/server.

# Automating Close with Zapier

> Automate actions inside Close by connecting Close to itself with Zapier. Get started with Zaps and see common ways customers automate their process.

In addition to integrating with other apps, you may want to automate specific actions within Close. For this reason, we allow you [to link Close with itself](https://zapier.com/apps/closeio/integrations) in Zapier.

## Getting Started with Zapier

To learn more about why do we use Zapier, how to get started, and how to set up your first Zap take a look into our [Zapier article](/v1/docs/zapier).

> **Become an Expert**
>
> Check out Zapier's [Getting Started Guide](https://zapier.com/learn/getting-started-guide) for more in-depth training on Zapier.

## How are our customers using Zapier today?

While there are hundreds of zaps that can be set up, there are a few main ways to automate processes within Close.

* Changing the Lead Status in Close when you get a response to an Email Sequence
* Creating a new Task in Close when a new Lead is created
* Randomly assigning leads in Close
* Pause an Email Sequence using various triggers

and much more.

Pretty cool, right? We think so.

> Automate actions inside Close by connecting Close to itself with Zapier. Get started with Zaps and see common ways customers automate their process.

## Docs

- [Create a new Lead once a Calendly meeting is booked](https://help.close.com/best-practices/automating-close-with-zapier/create-a-new-lead-once-a-calendly-meeting-is-booked.md)
- [Perform an action when a Workflow ends](https://help.close.com/best-practices/automating-close-with-zapier/perform-an-action-when-a-workflow-ends.md): Use Zapier to trigger an action when a Workflow ends in Close, such as enrolling the Lead in a long-term follow-up Workflow or updating its status.
- [Creating additional SMS notifications for users](https://help.close.com/best-practices/automating-close-with-zapier/forwarding-sms.md): Get extra alerts for incoming SMS in Close. Use Zapier to email the assigned user or forward the message to their cell phone.
- [Enforcing required fields in Close via Zapier](https://help.close.com/best-practices/automating-close-with-zapier/enforcing-required-fields-in-close-via-zapier.md): Use Zapier to enforce required fields in Close. Check whether fields are filled in before a status change, then send an alert or revert the change.
- [Create an Opportunity when Status is changed to Qualified](https://help.close.com/best-practices/automating-close-with-zapier/create-an-opportunity-when-a-lead-status-is-moved-to-qualified.md): Use Zapier to create an Opportunity in Close automatically whenever a Lead's status changes to Qualified, so every qualified Lead enters your pipeline.