STEP 1
Connect Close CRM and HighLevel
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Close CRM and HighLevel Integration
Connect Close CRM and HighLevel to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Close CRM and HighLevel
Detailed info you need to know about Close CRM and HighLevel integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Close CRM to HighLevel
Set up your Close CRM and HighLevel integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Close CRM and HighLevel 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 Close CRM and HighLevel. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Close CRM and HighLevel work in WEXTL?
WEXTL exposes actions and triggers for Close CRM and HighLevel 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.
Close CRM triggersHighLevel actions
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.
HighLevel modules
- Add Contact to CampaignEnrolls a contact into a specified marketing campaign.
- Add Contact to WorkflowAdds a contact to a specified automation workflow.
- Add External Outbound MessageAdds an external outbound message to a conversation.
- Add Followers to a ContactAdds one or more followers to a specified contact.
- Add Inbound MessageAdds an inbound message to an existing conversation.
- Add Message AttachmentsAttaches one or more files to an existing message.
- Add or Remove Contacts From BusinessAdds or removes contacts from a business entity.
- Add Tags to a ContactAdds one or more tags to a contact for segmentation.
- Apply User Availability Schedule to CalendarAssociates a user availability schedule with a calendar by adding the calendar ID to the schedule.
- Bulk Delete FoldersSoft-deletes or trashes multiple files and folders in a single request.
- Bulk Edit Products and PricesUpdates multiple products and their associated prices in a single request.
- Bulk Update FoldersUpdates metadata or status of multiple files and folders in a single request.
- Bulk Update ProductsUpdates multiple products in a single request.
- Cancel a Schedule MessageCancels a previously scheduled message before it is sent.
- Cancel Scheduld InvoiceCancels a previously scheduled invoice, stopping it from being sent.
- Craw PagesStarts crawling a website to discover pages for knowledge base training.
- Create a Blog PostCreates a new blog post on a location's blog.
- Create a Broad BandCreates a new brand board for a location.
- Create a Broad VoiceCreates a brand voice configuration for a location.
- Create a BusinessCreates a new business entity for a location.
- Create a CalendarCreates a new calendar within a location.
- Create a Calendar GroupCreates a new calendar group for organizing multiple calendars.
- Create a ContactCreates a new contact record in a location.
- Create a Contact NoteCreates a new note associated with a contact.
- Create a Contact TaskCreates a new task associated with a contact.
- Create a ConversationCreates a new conversation with the specified data.
- Create a Conversation AgentCreates a new AI agent for handling conversations in a location.
- Create a CouponCreates a new discount coupon for a location.
- Create a Custom FieldCreates a new custom field definition for a location.
- Create a Custom Menu LinkCreates a new custom menu link in a company.
- Create a Custom ValueCreates a new custom value for a location.
- Create a FolderCreates a new folder in the media storage.
- Create a Knowlegde BaseCreates a new knowledge base for a location (maximum 15 per location).
- Create a ProductCreates a new product in a location's catalog.
- Create a Product CollectionCreates a new product collection for a specific location.
- Create a Product PriceCreates a new price entry for an existing product.
- Create a ServiceCreates a new service offering in a location.
- Create a Service BookingCreates a new service booking for a customer.
- Create a Service LocationCreates a new service location for a business.
- Create a Shipping CarrierCreates a new shipping carrier configuration.
- Create a Shipping ZoneCreates a new shipping zone for delivery configuration.
- Create a Shipping Zone RateCreates a new rate for an existing shipping zone.
- Create a Social PostCreates a new social media post for a location.
- Create a TagCreates a new tag for organizing contacts and records.
- Create a Trigger LinkCreates a new trigger link for tracking and automation.
- Create a UserCreates a new user account in a location.
- Create an AgentCreates a new AI studio agent with an initial staging version.
- Create an Agent ActionCreates and attaches a new action to an AI agent.
- Create an AI Voice AgentCreates a new voice AI agent with its configuration and settings.
- Create an AI Voice Agent ActionCreates a new action for a voice AI agent, defining specific behaviors during calls.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Close CRM and HighLevel integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Close CRM and HighLevel.
Connect your Close CRM and HighLevel 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 Close CRM's "Watch Activities" fires, WEXTL can "Add Contact to Campaign" in HighLevel. Close CRM has 9 triggers (including Watch Activities, Watch Calls, and Watch Custom Activities); HighLevel has 293 actions (including Add Contact to Campaign, Add Contact to Workflow, and Add External Outbound Message). 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. Close CRM-to-HighLevel 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 Close CRM (or HighLevel) 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 Close CRM + HighLevel 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 Close CRM and HighLevel integration.
- Close CRM and HighLevel integration source code, module specs and credentials implementation.
- Our Close CRM and HighLevel integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Close CRM and HighLevel — 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.
- Close CRM integration information
- HighLevel integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library