Can Close CRM trigger actions in Salesforce, and Salesforce in Close CRM?

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.

Do I need to write code to integrate Close CRM and Salesforce?

No. Close CRM-to-Salesforce automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

Close CRM + Salesforce Integration

Keep Close CRM and Salesforce aligned: when crm events happen in one, update the other automatically.

Example: when Close CRM's "Watch Activities" fires, WEXTL can "Bulk Delete Survey Translations" in Salesforce. Close CRM has 9 triggers (including Watch Activities, Watch Calls, and Watch Custom Activities); Salesforce has 124 actions (including Bulk Delete Survey Translations, Bulk Update Survey Translations, and Create Product Schedules).

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Close CRM triggersSalesforce actions

Close CRM workflow triggers

Salesforce workflow actions

Frequently asked questions

Common questions about connecting Close CRM and Salesforce.

Connect your Close CRM and Salesforce accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them.

Close CRMBrowse all Close CRM triggers, actions, and integrations.

SalesforceBrowse all Salesforce triggers, actions, and integrations.

Close CRM + Salesforce Integration

Frequently asked questions

How do I connect Close CRM and Salesforce?

What can I automate between Close CRM and Salesforce?

Can Close CRM trigger actions in Salesforce, and Salesforce in Close CRM?

Do I need to write code to integrate Close CRM and Salesforce?

Explore Close CRM and Salesforce, or get started

Close CRM + Salesforce Integration

Frequently asked questions

How do I connect Close CRM and Salesforce?

What can I automate between Close CRM and Salesforce?

Can Close CRM trigger actions in Salesforce, and Salesforce in Close CRM?

Do I need to write code to integrate Close CRM and Salesforce?

Explore Close CRM and Salesforce, or get started