Close + Otter Waiver Integrations
Put Close + Otter Waiver to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Close and Otter Waiver
See the kind of workflows teams build with Close and Otter Waiver below — describe the exact one you want above and the Agent builds it on demand.
Close + Otter Waiver
When a check-in is recorded in Otter Waiver, log activity on the matching lead record in Close.
Convert form responses into CRM contacts
When a prospect submits a new form response in Otter Waiver, automatically create or update their contact profile in Close.
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Send customer feedback surveys on closed deals
When a deal is marked won in Close, automatically add the customer as a respondent in Otter Waiver to gather post-sale feedback.
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Log survey feedback directly to CRM activity logs
When a customer completes a survey in Otter Waiver, automatically log the activity under their profile in Close so reps see customer sentiment.
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Browse the full workflow library →
Looking to achieve something else with Close and Otter Waiver?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Close and Otter Waiver
Everything Close and Otter Waiver 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.
Otter Waiver Explore Otter Waiver →
An online digital waiver software that allows businesses to capture participant signatures and manage guest check-ins.
TriggersTriggers when a participant checks-in
Triggers when a new signee is created.
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1CRM
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AccuLynx
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Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
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Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
Other Forms & Surveys apps on Knit
Explore more Forms & Surveys integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
123FormBuilder
A versatile web form creation tool that allows users to build custom online forms, surveys, and workflows without coding.
4screens
An interactive content creation platform that lets users build custom surveys, polls, quizzes, and online forms.
97Display
97Display is a website builder and lead generation platform designed specifically for martial arts schools and fitness businesses.
AbcSubmit
AbcSubmit is online form builder software designed to build web forms, surveys, and payment forms.
AdPage
AdPage is a digital marketing platform for building high-converting landing pages, interactive quizzes, and lead generation forms.
Agolix
Agolix is an online assessment and survey creation tool used to generate customized quizzes, tests, and automated reports.
AidaForm
AidaForm is online form builder software used to create web forms, surveys, and order forms.
Alchemer
An enterprise survey and customer feedback platform for gathering, analyzing, and acting on operational and customer data.
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 + Otter Waiver
Is there a pre-built Close + Otter Waiver automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Close and Otter Waiver's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Close or Otter Waiver connector?
No. The Agent works whether or not Close or Otter Waiver 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 form submissions automatically create deals in Close?
Yes, inbound responses from Otter Waiver can instantly generate new lead records or deals in Close without manual data entry.
Can I send survey invitations based on deal updates in Close?
Yes, when a deal is won or updated in Close, you can automatically add the contact as a respondent in Otter Waiver to collect feedback.