Close Instantly

Close + Instantly Integrations

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

Close + Instantly When an event occurs in Instantly, log the communication activity on the relevant lead in Close.
Send welcome emails to newly created leads When a new lead is created in Close, automatically send an introductory email in Instantly to jumpstart prospect engagement. See details
Log contact activity when incoming emails arrive When an email is received in Instantly, automatically log activity in Close to maintain a complete history of customer interactions. See details
Update contact records when emails bounce If an email bounced in Instantly, automatically update the contact in Close to flag invalid details and clean up your database. See details

Browse the full workflow library →

Looking to achieve something else with Close and Instantly?

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 Instantly

Everything Close and Instantly 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.

Instantly Explore Instantly →

Instantly is a cold email software platform that helps businesses automate outreach, manage deliverability, and scale sales campaigns.

Triggers
New Event

Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails.

Actions
Add Tags to Accounts

Add Tags to email accounts

Add Tags to Campaigns

Add Tags to a campaign

Add to Blocklist

Add entries to blocklist

Add Lead to Campaign

Add lead to a campaign

Create a New Tag

Create a new tag in your workspace

Remove Lead From Campaign

Removes a lead from a 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 + Instantly

Is there a pre-built Close + Instantly automation?

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

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

No. The Agent works whether or not Close or Instantly 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.

What are the benefits of linking Close and Instantly?

Connecting them automates prospective buyer engagement, keeps communication histories updated in CRM records, and maintains list health when messages bounce.

Can incoming emails update sales deal notes?

Yes, receiving an email in Instantly can automatically log activity against the matching contact or deal in Close.

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