STEP 1
Connect Close CRM and VaultRE
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 VaultRE Integration
Build crm workflows between Close CRM and VaultRE on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Close CRM and VaultRE
Detailed info you need to know about Close CRM and VaultRE integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Close CRM to VaultRE
Set up your Close CRM and VaultRE integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Close CRM and VaultRE 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 VaultRE. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Close CRM and VaultRE work in WEXTL?
WEXTL exposes actions and triggers for Close CRM and VaultRE 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 triggersVaultRE 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.
VaultRE modules
- Add a Property LandlordAdds a landlord for specified property life.
- Add a Property OwnerAdds an owner for specified property life.
- Add a Property PurchaserAdds a purchaser for specified property life.
- Add a Property TenantAdds a tenant for specified property life.
- Add Contact NoteCreates a note for a contact.
- Add Property NoteCreates a note for a property.
- Create a BuildingCreates a building record.
- Create a ContactCreates a new contact.
- Delete a BuildingDeletes a building record.
- Delete a ContactDeletes a contact by its ID.
- Delete a Contact NoteDeletes a single note from a contact.
- Delete a PropertyDeletes a property by ID.
- Delete a Property LandlordRemoves a landlord from a specified property life.
- Delete a Property NoteDeletes a property note by ID.
- Delete a Property OwnerRemoves an owner from a specified property life.
- Delete a Property PurchaserRemoves a purchaser from a specified property life.
- Delete a Property TenantRemoves a tenant from a specified property life.
- Get a ContactRetrieves a single contact.
- Get a Contact NoteRetrieves a single contact note.
- Get a PropertyRetrieves a single property.
- Get a Property NoteRetrieves a property note by ID.
- Get Property FeaturesRetrieves list of features for a property.
- Get Property Sale / Lease DataRetrieves a sale or lease data for an existing property.
- List BuildingsRetrieves a list of buildings.
- List Contact Calendar EventsRetrieves a list of events for a single contact. Requires token obtained directly from VaultRE.
- List Contact NotesRetrieves notes for a contact.
- List Property NotesRetrieves notes for a property.
- List Property Sale HistoryRetrieves sale history of a property.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Buildings by NameSearches buildings by name.
- Search ContactsSearches for contacts by a variety of criteria.
- Search PropertiesSearches for properties.
- Search Properties by AddressSearches properties by address.
- Search Property LandlordsSearches for property landlords.
- Search Property OwnersSearches for property owners.
- Search Property PurchasersSearches for property purchasers.
- Search Property TenantsSearches for property tenants.
- Send Email to a ContactSends email to a single contact. Requires a token obtained directly from VaultRE.
- Send SMS to a ContactSends SMS to a single contact. Requires a token obtained directly from VaultRE.
- Touch a ContactMarks a single contact as touched.
- Update a BuildingUpdates a building record.
- Update a ContactUpdates an existing contact.
- Update a Property LandlordsUpdates landlords for specified property life.
- Update a Property OwnersUpdates owners for specified property life.
- Update a Property PurchasersUpdates purchasers for specified property life.
- Update a Property TenantsUpdates tenants for specified property life.
- Update Contact NoteUpdates a contact note.
- Update Property NoteUpdates a property note.
- Watch New ContactsWatches for created contacts.
- Watch New PropertiesWatches for created properties.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Close CRM and VaultRE 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 VaultRE.
Connect your Close CRM and VaultRE 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 a Property Landlord" in VaultRE. Close CRM has 9 triggers (including Watch Activities, Watch Calls, and Watch Custom Activities); VaultRE has 48 actions (including Add a Property Landlord, Add a Property Owner, and Add a Property Purchaser). 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-VaultRE 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 VaultRE) 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 + VaultRE 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 VaultRE integration.
- Close CRM and VaultRE integration source code, module specs and credentials implementation.
- Our Close CRM and VaultRE integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Close CRM and VaultRE — 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
- VaultRE integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library