Close integration

Sales CRM with built-in calling, email and texting for inside sales teams. Connect Close to OLODESK and use it in the apps and automations your business runs on.

Start free How to connect

Category: CRM & sales

Popular ways to use Close

Start with one of these, or describe your own.

Leads land ready to call

New inquiries arrive in Close as leads with their contact details and source, ready for a rep to call.

Won opportunities kick off delivery

Marking a Close opportunity won sets up the client in your back office, with the contract sent for signature by link.

Ask Close from ChatGPT

On Business Pro, ask ChatGPT which leads in Close have gone quiet or which opportunities are set to close this month.

How to connect Close

Request Close
In your portal’s Integrations tab, press Request access next to Close. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Close, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

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