Markate + Close Integrations
Put Markate + Close to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Markate and Close
See the kind of workflows teams build with Markate and Close below — describe the exact one you want above and the Agent builds it on demand.
Markate + Close
When a new customer group is created in Markate, sync group lead segments to Close.
Sync newly created leads across CRM platforms
When a new lead is captured in Markate, automatically create or update the matching contact in Close to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Close, update the corresponding opportunity stage in Markate for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in Markate, log a status update activity on the corresponding account record in Close.
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Browse the full workflow library →
Looking to achieve something else with Markate and Close?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Markate and Close
Everything Markate and Close can do inside a workflow — the triggers that start one and the actions that run when it fires.
Markate Explore Markate →
Markate is a field service CRM and business management software created for contractors to manage scheduling, estimates, invoicing, and customer records.
TriggersTriggers when a new call is added by Kate-AI Receptionist.
Triggers when a new customer is added.
Triggers when a new customer group is created.
Triggers when a new customer source is created.
Triggers when an estimate is added, also filter estimates by status and customer.
Triggers when an invoice is added, also filter by status and customer.
Create a new customer on Markate
Add a new customer source on Markate
Create a new lead on Markate
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 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.
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 Markate + Close
Is there a pre-built Markate + Close automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Markate and Close's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Markate or Close connector?
No. The Agent works whether or not Markate 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.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.