Partnero Close

Partnero + Close Integrations

Put Partnero + Close to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Partnero and Close below — describe the exact one you want above and the Agent builds it on demand.

Partnero + Close When customer details are updated in Partnero, sync the updated profile to Close CRM.
Enroll new CRM leads in marketing campaigns When a new lead is created in Close, automatically add them to an onboarding campaign in Partnero so they receive relevant marketing materials instantly. See details
Create sales contacts from marketing leads When a new lead is captured in Partnero, 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 Partnero to trigger tailored follow-up messages. See details

Browse the full workflow library →

Looking to achieve something else with Partnero and Close?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Partnero and Close

Everything Partnero and Close can do inside a workflow — the triggers that start one and the actions that run when it fires.

Partnero Explore Partnero →

Partnero is a partner management software platform designed to manage, track, and scale affiliate and referral marketing programs.

Triggers
Customer Created

Triggers when Customer is created.

Customer Credited

Triggers when Customer is Credited.

Customer Deleted

Triggers when Customer is deleted.

Customer Updated

Triggers when Customer is updated.

Lead Converted

Triggers when Lead is converted.

Lead Rejected

Triggers when Lead is rejected.

Actions
Create a New Customer

Creates new Customer in the system.

Create a New Partner

Creates new Partner in the system.

Create a New Referred Customer

Creates new referred Customer in the system.

Create a New Referring Customer

Creates new Referring Customer in the system.

Create a New Subscriber

Creates new Subscriber in the system.

Create a New Transaction

Creates new Transaction in the system.

Close Explore Close →

Close is a sales-focused customer relationship management system designed for inside sales teams to handle calling, emailing, and deal tracking.

Triggers
New Call Recording

Triggers when a new call recording or voicemail is added to Close.

New Call Transcript

Triggers when a new call or voicemail transcript is added to Close.

New Call

Triggers when a new Call is created or completed.

New Contact in Contact Smart View

Triggers when a new Contact is added to a Contact Smart View.

New Contact

Triggers when a new contact is created.

Published Custom Activity

Triggers when a Custom Activity is published (saved).

Actions
Add Address to Lead

Adds an address to a lead.

Create WhatsApp Message

Creates a new WhatsApp message.

Delete Logged Call

Delete logged call.

Delete Email

Delete an email on a lead.

Delete Email Address From Contact

Deletes a single email address from an existing contact.

Export Activity Report to CSV

Exports an activity overview or an activity comparison report to a CSV file.

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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.
H
Huynh H
Developer, Multiplier
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.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
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.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Partnero + Close

Is there a pre-built Partnero + Close automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Partnero and Close's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Partnero or Close connector?

No. The Agent works whether or not Partnero 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 do Close and Partnero 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 Partnero to maintain compliance.

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