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Close + Drip Integrations

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Connect Close to Drip
Example workflows
Triggers and actions
Close + your other apps
Drip + your other apps
FAQ

Close + Drip integrations

Integrate Drip in your workflow with Relay.app.

Preview of Easily retrieve data from Drip to use in other steps of your workflow.

Preview of Use any of these Drip actions in your Relay.app workflows.

Integrate Drip in your workflow with Relay.app.

Easily retrieve data from Drip to use in other steps of your workflow.

Use any of these Drip actions in your Relay.app workflows.

Overview

Connect Close to Drip in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Close, Drip, and many other popular SaaS applications.

Check below for example workflows using Close and Drip, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Close + Drip workflows

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Automatically get or create subscriber in Drip for each lead added in Close

Try it

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Create lead automatically in Close for each subscriber added in Drip

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Add tag to subscriber automatically in Drip for each contact added in Close

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Remove tag from subscriber automatically in Drip for each opportunity added in Close

Try it

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Add tag to subscriber automatically in Drip for each lead added in Close

Try it

Close Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Lead

edit

Lead changed

target

Lead first meets conditions

add

New lead added

Opportunity

add

New opportunity added

edit

Opportunity changed

target

Opportunity first meets conditions

Drip Actions

Subscriber

new_label

Add tag to subscriber

Find subscriber(s)

person

Get or create subscriber

label_off

Remove tag from subscriber

Drip Triggers

Subscriber

person_add

Subscriber added

Close Actions

Contact

add

Create contact

Find contact(s)

edit

Update contact

Lead

add

Create lead

Find lead(s)

edit

Update lead

Opportunity

add

Create opportunity

Find opportunity(ies)

edit

Update opportunity

Task

add

Create task

Find task(s)

edit

Update task

Create your own Close + Drip integration

Select a trigger in Close

Select an action in Drip

Create your workflow

Or automate Drip + Close

Select a trigger in Drip

Select an action in Close

Create your workflow

Connect Close to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Drip to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Close to Drip with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Close or Drip to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Close and Drip to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Close to Drip?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Close and Drip—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.