Close BatchDialer

Close + BatchDialer Integrations

Put Close + BatchDialer to work with AI and enterprise-grade automation

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Learn more about Close integrations or talk to a human

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See the kind of workflows teams build with Close and BatchDialer below — describe the exact one you want above and the Agent builds it on demand.

Close + BatchDialer When new DNC numbers are added in BatchDialer, update DNC status in Close.
Sync newly created leads across CRM platforms When a new lead is captured in Close, automatically create or update the matching contact in BatchDialer to keep records synchronized. See details
Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in BatchDialer, update the corresponding opportunity stage in Close for unified revenue reporting. See details
Log pipeline stage updates as CRM activities When a deal moves forward in Close, log a status update activity on the corresponding account record in BatchDialer. See details

Browse the full workflow library →

Looking to achieve something else with Close and BatchDialer?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Close and BatchDialer

Everything Close and BatchDialer can do inside a workflow — the triggers that start one and the actions that run when it fires.

Close Explore Close →

Close is a sales-focused customer relationship management system designed for inside sales teams to handle calling, emailing, and deal tracking.

Triggers
New Call Recording

Triggers when a new call recording or voicemail is added to Close.

New Call Transcript

Triggers when a new call or voicemail transcript is added to Close.

New Call

Triggers when a new Call is created or completed.

New Contact in Contact Smart View

Triggers when a new Contact is added to a Contact Smart View.

New Contact

Triggers when a new contact is created.

Published Custom Activity

Triggers when a Custom Activity is published (saved).

Actions
Add Address to Lead

Adds an address to a lead.

Create WhatsApp Message

Creates a new WhatsApp message.

Delete Logged Call

Delete logged call.

Delete Email

Delete an email on a lead.

Delete Email Address From Contact

Deletes a single email address from an existing contact.

Export Activity Report to CSV

Exports an activity overview or an activity comparison report to a CSV file.

BatchDialer Explore BatchDialer →

BatchDialer is a multi-line auto-dialer and phone CRM designed for real estate professionals and sales teams to accelerate cold calling and lead outreach.

Triggers
New Calendar Events

Will return a list of new calendar events since last endpoint call.

New Call Disposition Events

Will return a list of new call disposition events since last endpoint call.

New Updated Contacts

Will return a list of updated contacts since last endpoint call.

New Lead Created

Triggers when a a new lead is created.

New DNC Numbers

Will return a list of phone numbers that have been added to DNC (do not call) list since last endpoint call.

Actions
Contact Add to Campaign

This action is used to add existing contact into single campaign.

Contact Update

This action will FULL update a contact of given Contact ID. Full contact update mean every field will update, no matter this field is empty or not. If you want update only specific fields, use Update Contact Partially action.

Contact Update Partially

This action will partially update a contact of given Contact ID. Fields sent in the request are getting updated; the rest of the fields remain the same. All fields are optional.

Contacts Import

Imports multiple contacts into BatchDialer campaign

DNC List Add Phone Numbers

This action will add phone numbers to DNC (do not call) list.

DNC List Delete Phone Numbers

This action will delete phone numbers from DNC (do not call) list if they are on it.

Enterprise-grade security

SOC 2 certified GDPR compliant ISO 27001 certified
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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Close + BatchDialer

Is there a pre-built Close + BatchDialer automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Close and BatchDialer's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Close or BatchDialer connector?

No. The Agent works whether or not Close or BatchDialer already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why would a team need to connect two CRM systems?

Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.

Does this cause duplicate contact records?

No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.

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