Close CRM Integration
Connect Close CRM to your tech stack. Automate workflows. Sync data. Stop the manual work.
Close is a CRM built specifically for inside sales teams. It combines calling, email, and pipeline management in a single interface designed for high-velocity sales. Teams running outbound motions appreciate its built-in communication tools and reporting.
What We Can Do
- Lead and contact synchronisation with external databases
- Opportunity and pipeline management via API
- Call and email activity logging from external systems
- Custom activity type creation
- Webhook subscriptions for lead and opportunity events
- Bulk import and export capabilities
Common Scenarios
- Enrichment on Lead Create
Automatically enrich new Close leads with company data, social profiles, and technographic information.
- Inbound Lead Routing
Route website form submissions to Close with proper assignment based on territory, round-robin, or lead score.
- Revenue Analytics
Pull Close opportunity data into your BI tool for unified revenue reporting alongside marketing and product metrics.
- Conversation Intelligence
Push call recordings to conversation intelligence platforms for analysis and coaching insights.
How It Works
Technical details for your engineering team.
Authentication
API key authentication
Data Sync
REST API with webhook support for event-driven updates
Common Questions
Frequently asked questions about Close CRM integration.
Ready to Integrate Close CRM?
Book a call to discuss your integration requirements. We'll scope the work and provide a clear timeline.