Close + Clay Integrations
Put Close + Clay to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Close and Clay
See the kind of workflows teams build with Close and Clay below — describe the exact one you want above and the Agent builds it on demand.
Close + Clay
When lead rows are generated in Clay, create lead records in Close.
Build client onboarding hubs for won deals
When a deal is won in Close, automatically create a page from a template in Clay to house client handoff and onboarding materials.
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Log meeting summary documents to contact timelines
When a document is published in Clay, automatically log an activity on the corresponding contact in Close so sales reps stay updated.
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Sync document statuses with sales deal stages
When a deal stage changed in Close, automatically update the matching project record status in Clay to keep cross-functional teams informed.
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Browse the full workflow library →
Looking to achieve something else with Close and Clay?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Close and Clay
Everything Close and Clay 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.
TriggersTriggers when a new call recording or voicemail is added to Close.
Triggers when a new call or voicemail transcript is added to Close.
Triggers when a new Call is created or completed.
Triggers when a new Contact is added to a Contact Smart View.
Triggers when a new contact is created.
Triggers when a Custom Activity is published (saved).
Adds an address to a lead.
Creates a new WhatsApp message.
Delete logged call.
Delete an email on a lead.
Deletes a single email address from an existing contact.
Exports an activity overview or an activity comparison report to a CSV file.
Clay Explore Clay →
Clay is an AI-powered data enrichment and spreadsheet platform designed to automate lead sourcing and personalized sales prospecting.
ActionsCreates a new record in a table.
Updates a record in a table.
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Other Productivity & Docs apps on Knit
Explore more Productivity & Docs integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
1st things 1st
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6clicks
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Airtable
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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.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Close + Clay
Is there a pre-built Close + Clay automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Close and Clay's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Close or Clay connector?
No. The Agent works whether or not Close or Clay 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.
Can closing a deal automatically spin up an onboarding document?
Yes, winning a deal in Close can automatically create a client onboarding hub from a template in Clay.
How can published client docs update our sales records?
Publishing research notes or customer documents in Clay can automatically log activities on contact profiles in Close.