STEP 1
Connect Cirqll and Close CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Cirqll and Close CRM Integration
Keep Cirqll and Close CRM in sync by integrating their events and actions. When crm events happen in Cirqll, update the Close CRM automatically - without any line of code in visual workflow builder.
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Learn about Cirqll and Close CRM
Detailed info you need to know about Cirqll and Close CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cirqll to Close CRM
Set up your Cirqll and Close CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cirqll and Close CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Cirqll and Close CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cirqll and Close CRM work in WEXTL?
WEXTL exposes actions and triggers for Cirqll and Close CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Cirqll triggersClose CRM actions
Cirqll modules
- Create a ChanceCreates a new chance (sales opportunity) and links it to a customer.
- Create a ContactCreates a new contact and associates it with a customer.
- Create a ContractCreates a new contract and associates it with a customer.
- Create a Custom FieldCreates a new custom field definition.
- Create a CustomerCreates a new customer in the system.
- Create a RoleCreates a new role with a custom set of permissions.
- Create a TaskCreates a new task.
- Create a TemplateCreates a new template.
- Create a TodoCreates a new note and attaches it to a customer.
- Create a UserInvites and creates a new user account in your organisation.
- Create an AppointmentCreates a new appointment.
- Create an AssignmentCreates a new assignment.
- Create an EmailLogs or sends a new email and associates it with a customer.
- Delete a ChanceDeletes a chance record permanently.
- Delete a ContactDeletes a contact record permanently.
- Delete a ContractDeletes a contract record permanently.
- Delete a Custom FieldDeletes a custom field definition.
- Delete a CustomerDeletes a customer record.
- Delete a RoleDeletes a role. Users assigned to the role must be reassigned before deletion.
- Delete a TaskDeletes a task along with all of its subtasks.
- Delete a TemplateDeletes a template permanently.
- Delete a TodoDeletes a todo record.
- Delete a UserRemoves a user from your organization. Their data will be retained but access will be revoked.
- Delete an AppointmentCancels and deletes an appointment.
- Delete an AssignmentDeletes an assignment and all of its attached media.
- Delete an EmailDeletes an email record from the CRM.
- Get a ChanceRetrieves a single chance by its unique ID.
- Get a ContactRetrieves a specific contact.
- Get a ContractRetrieves a single contract by its unique ID.
- Get a Custom FieldRetrieves a single custom field definition by its unique ID, including its type and options.
- Get a CustomerRetrieves a specific customer's details.
- Get a RoleRetrieves details for a specific role.
- Get a TaskRetrieves a specific task's details.
- Get a TemplateRetrieves a specific template.
- Get a TodoRetrieves a single to-do item by its unique ID.
- Get a UserRetrieves details for a specific user.
- Get an AppointmentRetrieves the details of a specific appointment.
- Get an AssignmentRetrieves a single assignment by its unique ID.
- Get an EmailRetrieves a specific email by its unique identifier.
- Get Current UserRetrieves details of the currently logged-in user.
- Get SettingsRetrieves the settings for the currently authenticated user, including notification preferences and display options.
- List AppointmentsRetrieves a list of appointments.
- List AssignmentsLists all assignments.
- List ChancesLists all chances (sales opportunities) in the pipeline.
- List ContactsRetrieves contacts from the service.
- List ContractsRetrieves a list of all contracts.
- List Custom FieldsLists all custom field definitions.
- List CustomersRetrieves a list of customers from the database.
- List EmailsLists all emails tracked in the CRM.
- List RolesRetrieves available roles.
Close CRM modules
- Add Group MemberAdds group member.
- Bulk Update MembershipsPerforms bulk update memberships.
- Create CallCreates a new call.
- Create Custom ActivityCreates custom activity.
- Create EmailCreates a new email.
- Create GroupCreates a new group.
- Create Meeting IntegrationCreates meeting integration.
- Create MembershipCreates a new membership.
- Create NoteCreates a new note.
- Create SMSCreates a new SMS.
- Create Whatsapp MessageCreates whatsApp Message.
- Delete CallDeletes an existing call.
- Delete Custom ActivityDeletes custom activity.
- Delete EmailDeletes an existing email.
- Delete Email ThreadDeletes email thread.
- Delete Form SubmissionDeletes form submission.
- Delete GroupDeletes an existing group.
- Delete MeetingDeletes an existing meeting.
- Delete MembershipDeletes an existing membership.
- Delete NoteDeletes an existing note.
- Delete SMSDeletes an existing SMS.
- Delete Whatsapp MessageDeletes whatsApp Message.
- Get Activity ReportRetrieves activity report.
- Get CallReturns a single call.
- Get Current UserRetrieves current user.
- Get Custom ActivityRetrieves custom activity.
- Get Custom ReportRetrieves custom report.
- Get EmailReturns a single email.
- Get Email ThreadRetrieves email thread.
- Get Form SubmissionRetrieves form submission.
- Get GroupReturns a single group.
- Get Lead Status ReportRetrieves lead status report.
- Get MeetingReturns a single meeting.
- Get Membership Pinned ViewsRetrieves membership pinned views.
- Get NoteReturns a single note.
- Get Opportunity Funnel StagesRetrieves opportunity funnel stages.
- Get Opportunity Funnel TotalsRetrieves opportunity funnel totals.
- Get Opportunity Status ReportRetrieves opportunity status report.
- Get OrganizationReturns a single organization.
- Get Sent Emails ReportRetrieves sent emails report.
- Get SMSReturns a single SMS.
- Get UserReturns a single user.
- Get Whatsapp MessageRetrieves whatsApp Message.
- List ActivitiesRetrieves a list of activities.
- List Activity MetricsLists activity metrics.
- List CallsRetrieves a list of calls.
- List Custom ActivitiesLists custom activities.
- List Email ThreadsLists email threads.
- List EmailsRetrieves a list of emails.
- List Form SubmissionsLists form submissions.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cirqll and Close CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Cirqll and Close CRM.
Connect your Cirqll and Close CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Cirqll's "Watch Appointments" fires, WEXTL can "Add Group Member" in Close CRM. Cirqll has 14 triggers (including Watch Appointments, Watch Assignments, and Watch Chances); Close CRM has 70 actions (including Add Group Member, Bulk Update Memberships, and Create Call). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Cirqll-to-Close CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Cirqll (or Close CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Cirqll + Close CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Cirqll and Close CRM integration.
- Cirqll and Close CRM integration source code, module specs and credentials implementation.
- Our Cirqll and Close CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cirqll and Close CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Cirqll integration information
- Close CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library