Close + Upodi Integrations
Put Close + Upodi to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Close and Upodi
See the kind of workflows teams build with Close and Upodi below — describe the exact one you want above and the Agent builds it on demand.
Close + Upodi
When a customer is updated in Upodi, sync customer details to Close.
Convert won deals into paying customers
When a deal is marked won in Close, automatically create a new customer in Upodi to start subscription billing.
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Log canceled subscriptions on CRM deals
When a subscription is canceled in Upodi, update the deal stage in Close so sales reps can attempt churn recovery.
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Track invoice generation in customer activity logs
When a new invoice is generated in Upodi, log an activity record on the contact profile in Close.
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Browse the full workflow library →
Looking to achieve something else with Close and Upodi?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Close and Upodi
Everything Close and Upodi 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.
Upodi Explore Upodi →
Upodi is an automated subscription management and recurring billing platform that helps companies handle customer billing lifecycles.
TriggersTriggers when a new contact is created in Upodi.
Triggers when a new customer is created in Upodi.
Triggers when a new invoice is created by Upodi or manually.
Triggers when a new subscription is created.
Triggers when a contact is updated in Upodi.
Triggers when a customer is updated in Upodi.
Activate a subscription to start invoicing automatically.
Add an optional charge to a draft or active subscription
Book a draft invoice or credit note in Upodi
Cancels an active subscription
Create a new contact for a customer
Create a new customer in Upodi
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Other Subscription Management apps on Knit
Explore more Subscription Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AffiniPay
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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 + Upodi
Is there a pre-built Close + Upodi automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Close and Upodi's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Close or Upodi connector?
No. The Agent works whether or not Close or Upodi 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 does connecting Upodi and Close help sales teams?
Sales representatives can track subscriber status, renewals, and churn directly within Close without needing access to financial tools.
Can a won deal automatically convert into an active billing customer?
Yes, winning a deal in Close can instantly create a corresponding customer account in Upodi to streamline invoicing.