Close BatchLeads

Close + BatchLeads Integrations

Put Close + BatchLeads 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 BatchLeads below — describe the exact one you want above and the Agent builds it on demand.

Close + BatchLeads When a phone call is not answered in BatchLeads, log the call activity 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 BatchLeads to keep records synchronized. See details
Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in BatchLeads, 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 BatchLeads. See details

Browse the full workflow library →

Looking to achieve something else with Close and BatchLeads?

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 BatchLeads

Everything Close and BatchLeads 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.

BatchLeads Explore BatchLeads →

BatchLeads is a real estate lead intelligence and CRM software that helps property investors source, manage, and contact potential property sellers.

Triggers
Direct Mail Delivered

Triggers when a Direct Mail is delivered.

SMS Message Is Sent to a Lead

Triggers when a new sms is sent to lead.

New Vacant Property Found

Triggers when you will get new vacant addresses.

Phone Call Answered

Triggers when a phone call is answered

Phone Call Not Answered

Triggers when a phone call is not answered

New Property Added

Triggers when a new property is added.

Actions
Add Phone Number to DNC

This action can be used to add a new phone number to DNC list

Add Property

Add property to BLS

Add Property to a List

This action can be used to add a property or properties to a list.

Tag Added to a Property

This action can be used to add tag to a property.

Create Note for a Lead

This action can be used to create note for a lead.

Create One-Click Direct Mail Campaign

This action can be used to create One-Click Direct Mail Campaign

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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 + BatchLeads

Is there a pre-built Close + BatchLeads automation?

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

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

No. The Agent works whether or not Close or BatchLeads 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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