
Close is an all-in-one CRM for sales teams.

**Connecting Retool to Close takes just a few minutes, and lets you quickly build custom tools on top of your CRM.** For example, you could build a tool to pull in data from other sources to enrich your Close leads.


Close

Retool's Close CRM integration makes it easy to build admin panels, GUIs, dashboards, and utilities on top of your Close CRM data.

Build Internal Tools and Apps with Your Close CRM Data | Retool

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A dashboard for reading from and writing to your customer data, built on Snowflake. This app lets you look through customers and take action on your data.

Snowflake Dashboard

[Templates V2] Purple Dashboard (New)

Managing multiple properties can be a challenging task, but Retool Mobile makes it easier with the ability to build comprehensive property management apps. Use Retool Mobile to streamline property maintenance, tenant requests, and building inspections. 

Key features include real-time property data, task management tools, and customizable forms. 

Property Management App

[Templates V2] Admin Panel with Map

In a competitive sales environment, having access to real-time customer data and insights can mean the difference between closing a deal and losing a potential client. Retool Mobile's Field Sales apps can empower your teams to access and manage customer data, update your CRM, and close deals while on the move.
Key features include real-time access to customer data, writes back to your CRM, and customizable sales workflows.

Field Sales App

Efficiently managing HVAC service operations is crucial to keeping your business running efficiently. Using Retool Mobile, you can build an HVAC Service App that streamlines the service process end to end, from scheduling and dispatching to invoicing and reporting.
Key features include real-time work order management, mapping, and customizable service workflows.

HVAC Service App

[Template V2] Users and Company (New)

This app is a library management system that allows you to organize, manage, and track a dataset of books and other library resources.

Library Management System

[Templates V2] Admin Items (New)

An admin panel for reading from and writing to your customer data, built on Snowflake. This app lets you look through customers and take action on your data.

Snowflake Admin Panel

[Template V2] Users

A dashboard for visualizing core business metrics, built on S3. This app lets you look through customer trends and take action on your data.

S3 Dashboard

[Templates V2] Admin Panel Green

An admin panel for reading from and writing to your customer data, built on S3. This app lets you look through customers and take action on your data.

S3 Admin Panel

[Templates V2] Charts

A dashboard for visualizing core business metrics, built on a REST API. This app lets you look through customer trends and take action on your data.

REST API Dashboard

[Template V2] Finance Dash (New)

An admin panel for reading from and writing to your customer data, built on a REST API. This app lets you look through customers and take action on your data.

REST API Admin Panel

A dashboard for visualizing core business metrics, built on Firebase RealtimeDB. This app lets you look through customer trends and take action on your data.

Firebase RealtimeDB Dashboard

[Template V2] Eng Dashboard (New)

An admin panel for reading from and writing to your customer data, built on RealtimeDB. This app lets you look through customers and take action on your data.

Firebase RealtimeDB Admin Panel

A dashboard for visualizing core business metrics, built on PostgreSQL. This app lets you look through customer trends and take action on your data.

PostgreSQL Dashboard

An admin panel for reading from and writing to your customer data, built on PostgreSQL. This app lets you look through customers and take action on your data.

PostgreSQL Admin Panel

A dashboard for visualizing core business metrics, built on MySQL. This app lets you look through customer trends and take action on your data.

MySQL Dashboard

An admin panel for reading from and writing to your customer data, built on MySQL. This app lets you look through customers and take action on your data.

MySQL Admin Panel

A dashboard for visualizing core business metrics, built on MSSQL. This app lets you look through customer trends and take action on your data.

MSSQL Dashboard

[Templates V2] Customer Detail 

An admin panel for reading from and writing to your customer data, built on Microsoft SQL Server. This app lets you look through customers and take action on your data.

MSSQL Admin Panel

A dashboard for visualizing core business metrics, built on MongoDB. This app lets you look through customer trends and take action on your data.

MongoDB Dashboard

An admin panel for reading from and writing to your customer data, built on MongoDB. This app lets you look through customers and take action on your data.

MongoDB Admin Panel

A dashboard for visualizing core business metrics, built on GraphQL. This app lets you look through customer trends and take action on your data.

GraphQL Dashboard

An admin panel for reading from and writing to your customer data, built on GraphQL. This app lets you look through customers and take action on your data.

GraphQL Admin Panel

A dashboard for visualizing core business metrics, built on Google Sheets. This app lets you look through customer trends and take action on your data.

Google Sheets Dashboard

An admin panel for reading from and writing to your customer data, built on Google Sheets. This app lets you look through customers and take action on your data.

Google Sheets Admin Panel

A dashboard for visualizing core business metrics, built on Google Cloud Storage. This app lets you look through customer trends and take action on your data.

Google Cloud Storage Dashboard

An admin panel for reading from and writing to your customer data, built on Google Cloud Storage. This app lets you look through customers and take action on your data.

Google Cloud Storage Admin Panel

A dashboard for visualizing core business metrics, built on Firestore. This app lets you look through customer trends and take action on your data.

Firestore Dashboard

An admin panel for reading from and writing to your customer data, built on Firestore. This app lets you look through customers and take action on your data.

Firestore Admin Panel

A dashboard for visualizing core business metrics, built on BigQuery. This app lets you look through customer trends and take action on your data.

BigQuery Dashboard

An admin panel for visualizing core business metrics, built on BigQuery. This app lets you look through customer trends and take action on your data.

BigQuery Admin Panel

[Templates V2] Customers with Button

Track and analyze Shopify orders with our weekly automated report template. Streamline insights and decision-making by receiving comprehensive sales data every week.

Weekly Automated Shopify Order Report

Workflow Template

Update data in Google Sheets with live information from incoming webooks. Automate data transfer, streamline workflows, and keep your spreadsheets up-to-date with real-time information.

Update Data to Google Sheet from a webhook POST request

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Receive timely alerts when inventory levels fall below predefined thresholds, ensuring proactive inventory management and avoiding stockouts.

Low Inventory Alerts

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Receive automated email notifications for low inventory levels in your Shopify store. Stay on top of stock availability and proactively manage your inventory to ensure you never run out of popular products. Keep your customers satisfied and avoid missed sales opportunities with this convenient email alert system.

Location-Based Shopify Order Assignment

Stay informed about new Salesforce opportunities in real-time with this powerful workflow template. It automatically sends notifications to Slack whenever a new opportunity is created in Salesforce, allowing your team to stay updated and take immediate action. Streamline your sales processes, enhance collaboration, and seize new business opportunities with ease.

Send new Salesforce opportunities to Slack

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Effortlessly synchronize your Linear issues with Trello cards, streamlining your project management workflow. Keep track of tasks and progress in both platforms, ensuring seamless collaboration and visibility across teams. Stay organized and efficient by integrating Linear and Trello for enhanced project management capabilities.

Sync Linear Issues with Trello Cards

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Automatically synchronize your Shopify orders with QuickBooks to streamline your accounting process. Keep your financial records up to date and ensure accurate reporting by seamlessly integrating your Shopify sales data with QuickBooks. Simplify your order management and financial tracking with this powerful synchronization tool.

Sync Shopify Orders with Quickbooks

Sync Salesforce account data to Postgres. Automate data updates, enhance data consistency, and gain insights by integrating Salesforce and Postgres.

Sync Salesforce to Postgres

Synchronize Google Sheets rows with a PostgreSQL database, enabling seamless data transfer and ensuring real-time integration between the two platforms.

Sync Google Sheets Rows to Postgres Database

Integrate API data with Retool's PostgreSQL database, ensuring seamless synchronization for efficient data management and analysis.

Sync API to Database

Instantly receive notifications for suspicious orders, helping prevent fraudulent transactions and safeguarding your business and customers.


Fraudulent Order Notifications

This workflow template efficiently routes new support tickets to team members based on availability, workload, expertise, and ticket urgency. Ensure prompt and effective handling of tickets by automating the routing process.

Support Ticket Routing System

Export leads from Google Sheets to Salesforce effortlessly. Streamline lead management, ensure data accuracy, and drive sales conversions by seamlessly integrating Google Sheets with Salesforce.


Export leads from Google Sheets to Salesforce

This workflow template enables you to generate a weekly customer support report, summarizing key metrics for your team. The report includes data on average time to close tickets, popular ticket topics, outcomes, and customer ratings. Automate the process and receive the report via email every Friday.

Support Response Time Report

Enrich Airtable records with Clearbit data to gain valuable insights and improve data accuracy. Add contact details, and social profiles effortlessly. Make informed decisions with enhanced records.

Enrich Airtable Records with Clearbit

This workflow template enables you to extract and summarize data from Google Sheets, sending it directly via SMTP for streamlined communication and efficient data sharing. Use it for reporting, data analysis, and timely updates to stakeholders.

Summarize Google Sheets and send via SMTP

Receive daily notifications of your Monthly Recurring Revenue (MRR), providing timely insights into your subscription-based business's financial performance.

Daily MRR Notification

Receive real-time Slack notifications whenever rows are updated in Google Sheets. Stay informed about data changes, collaborate seamlessly with your team, and take prompt actions based on the updated information.

Send Slack Message When Google Sheets Rows Are Updated

Receive a daily summary of Jira tickets right in Slack, keeping your team informed and up to date on the latest ticket activity. Stay on top of progress and never miss important updates with this seamless integration.

Daily Jira Ticket Summary via Slack

Efficiently manage your tasks and projects by automatically creating Trello cards from data stored in Airtable. Keep your team organized and track progress seamlessly across platforms. Simplify your workflow and enhance collaboration with this powerful integration.

Create Trello Cards from Data in Airtable

Automatically generate Trello cards for newly created Jira issues, enhancing project coordination and collaboration between Jira and Trello platforms.

Create Trello Cards from New Jira Issues

Create Salesforce tasks for new Shopify customers. Streamline your task management and customer follow-up process with this integration between Salesforce and Shopify. Stay organized and provide excellent customer service with automated task creation.

Create Salesforce tasks from Shopify customers

Automate the creation of Salesforce contacts with this time-saving workflow template. It integrates Typeform entries with Salesforce, allowing you to effortlessly convert form submissions into new contacts. Streamline your lead management process, capture valuable customer data, and ensure seamless data synchronization between Typeform and Salesforce. Stay organized, save time, and nurture your leads effectively.

Create Salesforce contacts from Typeform

Automate your ticket management process with this workflow template. Create Linear tickets automatically from new GitHub issues, ensuring seamless issue tracking and efficient collaboration between development and support teams. Streamline your workflow and enhance productivity.

Create Linear tickets from new Github issues

Automate ticket creation in Linear from new feature requests in Salesforce. Streamline issue tracking, improve collaboration, and enhance development workflows with this seamless integration between Salesforce and Linear.

Create Linear ticket from Salesforce feature request

Automate the creation of HubSpot contacts from new Google Sheets rows, ensuring seamless data synchronization and efficient lead management.

Create Hubspot contact for new Google Sheets rows

This workflow template allows you to identify accounts with low product activity and no set renewal date on a weekly basis. It retrieves key information such as the account owner, account NPS, ARR, plan name, and customer start date. By sending a Slack message to a designated Churn alerts channel and tagging the account owner, you can proactively address potential churn risks and take appropriate actions to retain valuable customers. Stay on top of customer engagement and retention with this automated churn monitoring solution.

Churn Prediction System

Automate reordering of low-stock items, ensuring inventory availability and preventing stockouts for seamless business operations.


Automatically Re-Order Low-Stock Items

Automate SMS notifications using API integration. Streamline communication, send alerts, and engage with personalized text messages seamlessly.

Automated Linear Ticket Assignment

Receive real-time notifications in Slack whenever an issue in Linear is closed. Stay updated on the progress of your tasks, collaborate with your team, and celebrate successful completions with timely Slack notifications for closed Linear issues.

Send Slack Message when Linear Issue is Closed

Get real-time Slack notifications when a lead is converted in Salesforce. Stay in the loop and quickly respond to important lead conversions, ensuring effective sales tracking and streamlined communication across your team.

Send Slack Message When a Lead Converts in Salesforce

Receive instant Slack notifications whenever new cases are created in Salesforce using this workflow template. Stay informed about important updates and take immediate action to ensure efficient case management and seamless customer support.

Send Slack Message For New Salesforce Cases

Get instant notifications in Slack for high-value Shopify orders, allowing you to prioritize and closely monitor valuable transactions. Stay informed and take immediate action to ensure exceptional service and seamless order fulfillment for your most important customers.

Send Slack Message for High-Value Shopify Orders

Keep your team in the loop with GitHub mentions. This workflow template automatically sends notifications to Slack whenever you or your team members are mentioned in GitHub issues, pull requests, or comments. Stay connected, collaborate effectively, and never miss an important mention with this seamless integration between GitHub and Slack.

Send Github mentions to Slack

Stay updated on your team's GitHub activity with ease. This workflow template automatically sends notifications of new commits directly to Slack, ensuring timely collaboration, effective code review, and streamlined communication among team members. Stay connected and informed with this seamless integration between GitHub and Slack.

Send new GitHub commits to Slack

This workflow template automates the process of sending GitHub repositories to a Postgres database, facilitating seamless integration and data synchronization. Utilize it for version control, data storage, and collaboration between developers and database systems.


Send Github repo to Postgres

This workflow template enables you to send query results from GitHub repositories directly to Slack, ensuring efficient communication and collaboration. Stay updated on code changes, pull requests, and important repository information within your Slack workspace.


Send Github repo to Slack

Send Email for Low Inventory Levels in Shopify

Get a weekly summary of your Airtable data delivered straight to your inbox. Stay informed with key metrics, trends, and updates without lifting a finger. Simplify your workflow and stay on top of your data.

Send Weekly Airtable Summary via Email

Recover potentially lost sales by sending targeted emails to customers who have abandoned their shopping carts.

Abandoned Cart Recovery Email

Receive a daily summary of your Airtable data directly in Slack. Stay up to date with important metrics, trends, and updates without missing a beat. Simplify your workflow and keep your team informed effortlessly.

Send Daily Airtable Summary in Slack

Efficiently process and manage refunds, ensuring timely and accurate resolution for improved customer satisfaction and operational effectiveness.

Refund Fulfillment

Keep your team informed and celebrate your wins with this automated workflow template. Whenever a Salesforce opportunity is marked as "Closed/Won," this template sends a notification to Slack, ensuring everyone stays in the loop. Stay connected, share successes, and foster a collaborative environment by celebrating closed deals and promoting transparency across your organization.

Notify Slack when Salesforce opportunity is Closed Won

Initiate follow-up interactions with new customers, fostering engagement and building relationships to enhance customer retention and loyalty.


New Customer Follow Up

Integrate Typeform responses with Google Sheets, simplifying data collection and analysis for better insights and informed decision-making.

Add Typeform responses to Google Sheets

Efficiently collect and organize data by automatically adding Typeform entries into Airtable. Streamline your workflow and centralize your information for better insights and decision-making. Simplify data management and boost productivity with seamless integration between Typeform and Airtable.

Add Typeform Entries into Airtable

Sync Google Sheets leads to Salesforce for streamlined lead generation. Automate data transfer, eliminate manual entry, and expedite conversion of prospects into customers. Boost sales efficiency by seamlessly integrating these two powerful platforms.

Add new leads from Google Sheets to Salesforce

Automatically create Asana tasks for new GitHub issues, ensuring seamless collaboration and task management across platforms. Streamline your development workflow by automatically syncing issues from GitHub to Asana, keeping your team organized and productive. Stay on top of your projects and easily track progress with this powerful integration.

Add New Github Issues to Asana

This app is a digital asset management system that helps you organize, store, and manage your digital assets in a structured dataset.

Digital Asset Management System

This app is a customer experience dashboard that allows you to analyze and visualize customer-related data to enhance their experience.

Customer Experience Dashboard

Automatically update Google Sheets with data from new Webhook POST requests, ensuring real-time integration and accurate data reflection.


Update Data to Google Sheets from New Webhook POST Request

This app is a help desk dashboard that allows you to manage and analyze data related to customer support queries, with each row representing a unique object or case.

Help Desk Dashboard

This app is a performance tracking tool that provides detailed analytics and insights about call center agents' performance based on a comprehensive dataset.

Call Center Agent Performance Dashboard

This app is a helpdesk dashboard that allows you to manage and analyze data related to customer service inquiries, with each row representing a unique customer interaction or issue.

Helpdesk Dashboard

This app is a customer engagement dashboard that allows you to analyze and visualize customer interaction data to improve engagement strategies.

Customer Engagement Dashboard

[Templates V2] Map

This financial health dashboard provides a comprehensive overview of your financial data, helping you track and manage your financial health effectively.

Financial Health Dashboard

This app is a Hubspot CRM dashboard that allows you to manage and analyze customer relationship data from a centralized platform.

Hubspot CRM Dashboard

This app is a customer loyalty dashboard that allows you to track, analyze, and understand your customer's loyalty based on a comprehensive dataset.

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