Close + PartnerStack Integrations
Put Close + PartnerStack to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Close and PartnerStack
See the kind of workflows teams build with Close and PartnerStack below — describe the exact one you want above and the Agent builds it on demand.
Close + PartnerStack
When a new deal event is recorded in PartnerStack, update the deal status in Close.
Enroll new CRM leads in marketing campaigns
When a new lead is created in Close, automatically add them to an onboarding campaign in PartnerStack so they receive relevant marketing materials instantly.
See details
Create sales contacts from marketing leads
When a new lead is captured in PartnerStack, automatically create a matching contact record in Close so your sales team can begin outreach.
See details
Tag active deals for targeted messaging
When a deal stage changes in Close, automatically apply a strategic tag to the contact in PartnerStack to trigger tailored follow-up messages.
See details
Browse the full workflow library →
Looking to achieve something else with Close and PartnerStack?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Close and PartnerStack
Everything Close and PartnerStack 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.
PartnerStack Explore PartnerStack →
PartnerStack is partner management and marketing automation software for managing affiliate, referral, and reseller programs.
TriggersTriggers when a new Application event occurs. (eg. Application Created, Updated, Approved, Declined).
Triggers when a customer event occurs (eg. Customer Created, Updated, Deleted).
Triggers when a deal event occurs (eg. Deal Created, Updated, Stage Updated, Close Date Updated, Amount Updated) Note: Meta fields are set in Groups > Deal Registration.
Triggers when a lead event occurs (eg. Lead Created, Updated, Closed, Approved, Declined).
Triggers whenever a partner sends a message through the Messages Tab ( https://app.growsumo.com/messages ).
Triggers when an offer event occurs (eg. Offer Created, Updated, Deleted).
Logs an action that a partner or customer has performed. If a reward is set for the action, it will be created. (e.g. partner posted in forum).
Creates a new Deal attributed to the partner that owns it.
Creates a new Lead attributed to the partner that drove it.
Creates a new partner.
Creates a new Transaction attributed to a partner.
Creates a new customer.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
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
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
Other Marketing Automation apps on Knit
Explore more Marketing Automation integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
4Dem.it
4Dem.it is an email and SMS marketing automation platform designed to create, send, and analyze multi-channel communication campaigns.
Acelle Mail
Acelle Mail is an open-source marketing automation platform for managing email lists and sending campaigns.
Act-On
Act-On is a marketing automation software platform designed to deliver targeted email campaigns, lead nurturing, and marketing analytics.
Active Campaign
ActiveCampaign is a customer experience platform that provides email marketing, marketing automation, and sales CRM tools for growing business teams.
ActiveDEMAND
ActiveDEMAND is an integrated marketing automation platform offering lead scoring, email automation, and call tracking for agencies.
ActiveTrail
An email marketing and automation platform providing newsletter delivery, landing pages, and SMS messaging solutions.
AgentFire
AgentFire is a web design and marketing platform that builds custom hyper-local websites and lead tools for real estate agents.
AgentHub
AgentHub is an automation platform that enables users to build, link, and deploy automated AI workflows for business operations.
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 + PartnerStack
Is there a pre-built Close + PartnerStack automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Close and PartnerStack's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Close or PartnerStack connector?
No. The Agent works whether or not Close or PartnerStack 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.
How do Close and PartnerStack work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Close and PartnerStack to maintain compliance.