Close is designed with the goal of making sales people as efficient as possible. Make and receive calls with just one click. Calls are automatically logged and lead activity information is made immediately available. Close more deals. Make more sales.
Below you'll find detailed information, specifically for Close integrations:
Supported Close Integrations
To connect your Close account, we need your API Key. You can create an API Key as shown on the below screenshot.
If you already authorized Close account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Close supports two data types;
- Contacts (person details)
- Leads (organisation details)
[IF] Supported Conditions/Filters
[THEN] Supported Actions
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Close fields being mapped by default. For instance, in a connection with HubSpot Marketing Hub, the default field mapping looks like this:
Customizable Field Mapping
You can custom map your Close Leads Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well.
More information on Customizable Field Mapping here.