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# How to Integrate Close CRM - Help Center - SyncSpider

## TABLE OF CONTENTS

* [Description](#Description)
* [Entities](#Entities)
* [Steps](#Steps)
* [Step 1.](#Step-1.)
* [Step 2.](#Step-2.)
* [Step 3.](#Step-3.)
* [Step 4.](#Step-4.)

---
## 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](https://storage.crisp.chat/users/helpdesk/website/-/e/2/d/8/e2d88ea8eac14800/5ed3ac72-af22-492f-ae76-20d778_1w8q2vf.png)

### Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.  
![Naming the Integration](https://storage.crisp.chat/users/helpdesk/website/-/8/6/8/3/8683f26cffa84000/8919f42b-5dd5-42f4-a2e6-236928_q68v8q.png)

### Step 3.

You will need to click on Login button.

![Log-in button for linking your SyncSpider account to Close CRM for seamless integration.](https://storage.crisp.chat/users/helpdesk/website/-/2/3/2/6/2326e138cb3b9800/46edbc9c-56fd-400e-8b87-78227d_15nlorb.png)

### 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.](https://storage.crisp.chat/users/helpdesk/website/-/6/7/e/5/67e5b5847e773c00/2df4326e-37a5-4597-b550-d17c86_ibw5ct.png)

---
---

**Close** is just one of the tools we support!

To check the list of the tools and features we support please click [here](https://syncspider.com/integrations/)!

If you don't see your favorite tool on our list, please take the time and send us the request [here](https://roadmap.syncspider.com/boards/integrations?sort=cached_votes_up) 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]](/cdn-cgi/l/email-protection#c7b4b2b7b7a8b5b387b4bea9a4b4b7aea3a2b5e9a4a8aa) or our chat widget!