˙˙Close ZOKO Integration - Quick Connect - Zapier
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    Connect Close and ZOKO to power AI-driven automation

    • No-code AI automation
    • Full audit trails and controls
    • SOC 2 and GDPR compliant
    • Easy visual workflow builder
    • 9,000+ apps, 450+ AI tools
    • Free tier available
    Choose a Trigger
    Choose an Action
    Get started free
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    Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

    How Zapier works

    Zapier makes it easy to integrate Close with ZOKO - no code necessary. See how you can get setup in minutes.

    100%
    Help
    Close logo
    Close
    Close logo
    Close
    1. Choose trigger event
    ZOKO logo
    ZOKO
    ZOKO logo
    ZOKO
    2. Choose action
    Close logo
    1. Select the event
    Setup
    Test
    Close logo
    Close
    Choose a trigger event

    Choose a trigger

    A trigger is the event that starts your Zap—like a "New Call Recording" from Close.

    Add your action

    An action happens after the trigger—such as "Add Customer Tag" in ZOKO.

    You’re connected!

    Zapier seamlessly connects Close and ZOKO, automating your workflow.

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Close triggers, actions, and search
      New Call Recording

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

      Trigger
      Instant
      Try It
      • Direction
      • Completed?
      Trigger
      Instant
      Try It
    • Close triggers, actions, and search
      New Contact

      Triggers when a new contact is created.

      Trigger
      Instant
      Try It
      • Trigger Actions
        Required
      • Custom Object Type
        Required
      Trigger
      Instant
      Try It
      • Field(s) Required to Trigger
      Trigger
      Instant
      Try It
      • Limitations
      • Contact Smart View ID
        Required
      Trigger
      Polling
      Try It
      • Custom_activity_v2_instructions
      • Custom Activity Type
        Required
      • Filled-in fields
      Trigger
      Instant
      Try It
      • Direction
      • Template ID
      • User ID
      Trigger
      Instant
      Try It

    For AI agents & developers

    Use Close and ZOKO with AI agents and code

    Beyond Zap workflows. Call Close and ZOKO actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

    No code

    Connect via Zapier MCP

    Expose Close and ZOKO actions as tools in any MCP client. Authenticate once, then call them in natural language.

    Example actions on this page

    • Add Address to Lead
    • Add Customer Tag

    Works with

    Claude · ChatGPT · Cursor · any MCP-compatible client

    Connect Zapier MCP
    Typescript

    Call from code with the Zapier SDK

    Trigger Close and ZOKO actions from backend services, scripts, or agent code.

    Install

    # TypeScript / Node
npm install @zapier/zapier-sdk

    Run an action

    import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* close / zoko action */ });
    Run the SDK docs

    There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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    Customers who say using Zapier has made them better at their job

    25m

    Customers have created over 25 million Zaps on the platform

    6 mins

    The average user takes less than 6 minutes to set up a Zap

    Connect Close and ZOKO to integrate crucial parts of your business

    With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

    Automate your lead management and improve conversions

    With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
    An illustration representing how to automate lead management with Zapier.

    Create more impactful campaigns with automation

    Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
    An illustration representing how to measure campaign impact with Zapier.

    Provide world-class support with a little help from automation

    Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
    An illustration representing how to automate customer support with Zapier.

    Automate your way to actionable, up-to-date data

    The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
    An illustration representing how to move and manage data with Zapier.

    Resolve incidents faster with automation

    Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
    An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

    Learn how to automate Close on the Zapier blog

    Make work flow with AI

    Level up your Close to ZOKO integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
    Illustration of AI enhancing Zapier workflows with automation and app integrations.
    close logo
    close logo
    About Close
    Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
    Learn moreLearn moreHelpHelp
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    zoko logo
    zoko logo
    About ZOKO
    ZOKO is a central hub for all your WhatsApp communication: Sales, Marketing and Customer Support from a single WhatsApp number.
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    Communication

    Connect Close to ZOKO on the world's largest no-code automation platform

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