Can Close and Salesforce talk in both directions?

Yes. Build one flow that starts in Close and acts in Salesforce, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.

Connect Close to Salesforce

Move data between Close and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Start building Explore Close Explore Salesforce

Close triggers: 3
Close actions: 6
Salesforce triggers: 9
Salesforce actions: 27

Automation ideas

What you can build with Close and Salesforce

A few flows teams run between Close and Salesforce. Use one as a starting point, or build your own from scratch.

New Lead Created in Close creates Add Contact to Campaign in Salesforce
Triggers when a new lead is created.
New Case Attachment in Salesforce creates Create Lead in Close
Fires when a new Attachment or File is added to any Case record.
New Lead Created in Close creates Add File to Record in Salesforce
Triggers when a new lead is created.
New Case Attachment in Salesforce creates Create Contact in Close
Fires when a new Attachment or File is added to any Case record.
New Lead Created in Close creates Add Lead to Campaign in Salesforce
Triggers when a new lead is created.
New Case Attachment in Salesforce creates Find Lead in Close
Fires when a new Attachment or File is added to any Case record.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

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