Close

Import leads as companies, contacts and opportunities from Close CSV exports.

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We are onboarding agencies in small groups. Tell us about yours and we will be in touch.

Close import previewedjust now

1,204 records matched. 3 need a look before anything changes.

VImport completejust now

History is in, with dates and notes. Undo is one click for 30 days.

What it does

Import from Close and this is what changes

Upload Close's exports; matching is by email and domain

Preview before anything changes, and undo in one click

Part of

CRM

See next quarter's recurring revenue and hand won clients to delivery without double entry.

Questions

What does the Close integration do?

Import leads as companies, contacts and opportunities from Close CSV exports.

Will I lose history when I move from Close?

No. The import brings your records across with their dates and notes. You see exactly what will come across before anything changes, and you can undo the whole import in one click.

Who can set up Close?

A workspace admin. It takes a few minutes.

Agency operating software

Bring your Close history with you.

One system for the whole agency, with the right information in front of your team when they need it. Free for 14 days.