Integrations

Connect your favourite tools

Closed integrates with the tools you already use. Sync your CRM, accept payments, and automate your workflow.

Native integrations Zapier & Make REST API

CRM

Keep your deals and proposals in sync

H

HubSpot

Sync proposals with your HubSpot deals. Automatically update deal stages when proposals are viewed, signed, or expire.

Two-way sync Deal stage automation Contact sync
P

Pipedrive

Connect your Pipedrive pipeline with Closed. Create proposals from deals and track everything in one place.

Deal sync Activity logging Custom fields
S

Salesforce

Enterprise-grade Salesforce integration. Sync opportunities, contacts, and proposal data seamlessly.

Opportunity sync Custom objects Workflow triggers

Payments

Get paid faster with built-in payment collection

S

Stripe

Accept payments directly in your proposals. Clients can pay deposits or full amounts when they sign.

Payment collection Invoicing Subscription billing
G

GoCardless

Set up direct debit payments for recurring work. Perfect for retainer agreements.

Direct debit Recurring payments Bank-to-bank

Communication

Stay notified and send from your inbox

S

Slack

Get instant notifications in Slack when proposals are viewed, signed, or need attention.

View notifications Signature alerts Team channels
G

Gmail

Send proposals directly from Gmail and track opens without leaving your inbox.

Send from Gmail Open tracking Template sync
O

Outlook

Microsoft 365 integration for sending and tracking proposals from Outlook.

Send from Outlook Calendar sync Contact import

Accounting

Automatically create invoices when deals close

X

Xero

Automatically create invoices in Xero when proposals are signed. Keep your books in sync.

Invoice creation Contact sync Payment tracking
Q

QuickBooks

Connect to QuickBooks Online for seamless invoicing and financial tracking.

Invoice sync Customer import Expense tracking

Automation

Connect to 5,000+ apps and build custom workflows

Z

Zapier

Connect Closed to 5,000+ apps. Automate your workflow with triggers and actions.

5,000+ apps Custom workflows Multi-step zaps
M

Make

Build complex automations with Make (formerly Integromat). Visual workflow builder.

Visual builder Complex logic Scheduling
W

Webhooks

Build custom integrations with our webhook API. Get notified of any event in real-time.

Real-time events Custom payloads Retry logic
For Developers

Build anything with our API

Full REST API access for custom integrations. Create proposals programmatically, sync data in real-time, and build your own workflows.

  • RESTful API with JSON responses
  • Webhook events for real-time updates
  • Comprehensive documentation
  • SDK libraries (Node.js, Python)
View API Documentation 
const proposal = await closed.proposals.create({
  client: 'client_123',
  template: 'web-design',
  value: 15000,
  variables: {
    projectName: 'Website Redesign',
    timeline: '8 weeks'
  }
});

// Send to client
await proposal.send({
  to: '[email protected]'
});

Need a different integration?

We're always adding new integrations. Let us know what tools you use and we'll prioritise accordingly.

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