YCloud + Close Integrations
Put YCloud + Close to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between YCloud and Close
See the kind of workflows teams build with YCloud and Close below — describe the exact one you want above and the Agent builds it on demand.
YCloud + Close
When a messaging event occurs in YCloud, log the communication thread on Close CRM.
Enroll new CRM leads into marketing segments
When a lead is created in Close, automatically add them to a welcome segment in YCloud to start outreach.
See details
Log sent campaigns on CRM deal records
When a campaign is sent in YCloud, automatically log an activity on the corresponding deal in Close for sales tracking.
See details
Subscribe contacts after winning deals
When a deal is won in Close, automatically add the customer as a subscriber in YCloud to send welcoming newsletters.
See details
Browse the full workflow library →
Looking to achieve something else with YCloud and Close?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for YCloud and Close
Everything YCloud and Close can do inside a workflow — the triggers that start one and the actions that run when it fires.
YCloud Explore YCloud →
YCloud is a multi-channel business messaging service that enables companies to deliver WhatsApp marketing and transactional notifications.
Actionssend an email to the customers
Send an SMS to the mobile phone number
Send WhatsApp template message, note that template should be active on YCloud platform. If there is variables in this template body, please fill in the variables in sequence.
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.
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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 YCloud + Close
Is there a pre-built YCloud + Close automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches YCloud and Close's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built YCloud or Close connector?
No. The Agent works whether or not YCloud 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 integrating YCloud with Close help sales representatives?
Marketing emails sent from YCloud can automatically log activities on CRM contacts or deals in Close, providing sales reps full visibility.
Can new sales prospects automatically enter marketing campaigns?
Yes, creating a new lead or deal in Close can immediately add the contact as a subscriber in YCloud.