How to integrate Close CRM

Created by Maja Bradonjic, Modified on Mon, 18 Sep, 2023 at 1:44 PM by Radivoje Simić

Description
Entities
Steps

Description

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons. Packed with productivity tools like task reminders and Power Dialer, you'll reach more leads and follow up more often.

Entities

Source	Target
List Contacts	Add a New Contact
List Activities	Add an Email Activity
List Users	Add an Opportunity
List Opportunities	Add a Task
List Tasks	Add a New Role
List All Roles	Add Lead Status
List Lead Statuses	Add Opportunity Status
List Opportunity Statuses	Add Note Activity
List Pipelines	Add an Email Sequence
List Email Sequences	Add Lead Custom Field
List Lead Custom Fields	Add Contact Custom Field
List Contact Custom Fields	Add Opportunity Custom Field
List Opportunity Custom Fields	Add a New Lead
List Leads

Steps

Step 1.

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar. Selecting the Close CRM integration

Step 2.

Enter the Name of the Integration.

You can optionally also enter a description. Naming the Integration

Step 3.

You will need to click on Login button.

Step 4.

From there the pop-up window will open, where you can insert your Close CRM credentials, in order to authorize integration.

Input field awaiting Close CRM credentials to authorize seamless integration with SyncSpider.

Close is just one of the tools we support!

To check the list of the tools and features we support please click here!

If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :)

We develop integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!