Convertri + Close Integrations
Put Convertri + Close to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Convertri and Close
See the kind of workflows teams build with Convertri and Close below — describe the exact one you want above and the Agent builds it on demand.
Convertri + Close
Create lead or deal records in Close when a new product sale is completed in Convertri.
Turn web form submissions into CRM leads
When a visitor submits a contact or inquiry form in Convertri, automatically create or update their contact profile in Close.
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Publish customer case studies upon closing deals
When a deal is marked won in Close, automatically create a new showcase story item in Convertri for your team to finalize.
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Track website content updates in sales records
When a CMS item is updated in Convertri, automatically log the activity under the associated client record in Close.
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Browse the full workflow library →
Looking to achieve something else with Convertri and Close?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Convertri and Close
Everything Convertri and Close can do inside a workflow — the triggers that start one and the actions that run when it fires.
Convertri Explore Convertri →
Convertri is a landing page builder and sales funnel creation platform designed to optimize website loading speeds and conversions.
TriggersTriggers when a form or checkout is submitted from anywhere in your Convertri account. You can choose whether the trigger activates on form submissions only, checkout submissions only, or both.
Triggers when a form or checkout is submitted from a specific page in your Convertri account. You can choose whether the trigger activates on form submissions only, checkout submissions only, or both.
Triggers when someone refunds a product sale. You'll need to select which product.
Triggers when the product selected has been sold from any sales page in your Convertri account.
Triggers when the product selected has been sold from a specific sales page. You'll need to select the product and the page.
Triggers whenever a sale is made on your Convertri account.
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.
Other Website & CMS apps on Knit
Explore more Website & CMS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
ABC Glofox
ABC Glofox is a management software platform built for fitness studios and gyms to handle bookings, memberships, and payment processing.
Access Raise
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AccessAlly
AccessAlly is a WordPress LMS plugin that allows users to build membership sites, online courses, and digital product offerings.
Adalo
Adalo is a visual no-code app development platform that lets users design and publish web and native mobile applications.
AgentMethods
AgentMethods is a web design and digital marketing platform built specifically for independent insurance agents and agencies.
AI Answers
AI Answers is Website & CMS software.
Amazon EC2
A cloud web hosting platform providing resizable compute capacity for running web applications and server workloads.
AppDrag
AppDrag is a cloud website builder and CMS platform for creating and hosting websites and web apps.
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.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
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 Convertri + Close
Is there a pre-built Convertri + Close automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Convertri and Close's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Convertri or Close connector?
No. The Agent works whether or not Convertri or Close 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 Close with Convertri improve sales pipeline efficiency?
It eliminates manual data entry by converting web form submissions directly into qualified contacts and deals in your CRM.
Can updates in Close change content published on Convertri?
Yes, updates to contacts or deals can automatically modify content items or publish new pages on your website.