How to Integrate Close CRM - Help Center - SyncSpider
TABLE OF CONTENTS
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.
Step 2.
Enter the Name of the Integration.
You can optionally also enter a description.
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.
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!
Updated on: 22/09/2026
Thank you!