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Close.io

​Learn more!​
Add a Close.io action to quickly connect to your CRM and automatically lookup or sync records.
For Close.io there are 6 different actions that can be used for any record:
  • Lookup Object
  • Create Lead
  • Update Lead
  • Create Contact
  • Update Contact
  • Subscribe to Sequence

1️⃣ Lookup Object

If you want to:
  • Lookup an Object (Lead, Contact) in your Close CRM.
Expand this to see the set up!

Lookup Object

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For Lookup Object, you need to select:
  • An object type to look up
  • And a query (use the Visual Query Builder to construct a query and paste the output here)
This action is particularly helpful if you want to conditionally exclude records you already have in your CRM from further enrichment.

2️⃣ Create Lead

If you want to:
  • Create a new lead in Close.
Expand this to see the set up!

Create Lead

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For Create Lead you need to first choose the type of object you want to create (account, lead, etc). You'll see all of the properties you have in your Close.io instance below; you can map entire columns to the different Close.io properties.
Just click on the property you want to add info to, type "/", and select a column from your table.
See example below for creating a new Lead.
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🚨 By default we will not create duplicate records. Check out Close.io's duplicate rules here. If you would like to create duplicates, just toggle on "Duplicate Rule Override".
This action is particularly helpful if you want to take the information you've found in Clay and instantly create corresponding leads in Close.io.

3️⃣ Update Lead

If you want to:
  • Update an existing lead.
Expand this to see the set up!

Update Lead

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After mapping the initial input, select the type of record you want to update and map your Clay columns to the Close.io properties.
For Update Lead you need to first map the Lead ID of the object.
  • If you do not already have this in your table, run "Lookup Object" first.

4️⃣ Create Contact

If you want to:
  • Create a contact.
Expand this to see the set up!

Create Contact

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In order for this integration to work, you must be looking up a record based on a Lead ID. If you do not already have this in your table, run "Lookup Object" first.
Then you can map in any additional fields you'd like from Clay.

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5⃣
Update Contact

If you want to:
  • Update an existing contact.
Expand this to see the set up!

Update Contact

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After mapping the initial input, select the type of record you want to update and map your Clay columns to the Close.io properties.
For Update Contact you need to first map the Contact ID of the object.
  • If you do not already have this in your table, run "Lookup Object" first or get it from Create Contact if you previously ran it.

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6⃣
Subscribe to Sequence

If you want to:
  • Subscribe a Close Contact to a Sequence.
Expand this to see the set up!

Subscribe to Sequence

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After mapping the initial input, select the type of record you want to update and map your Clay columns to the Close.io properties.
For Subscribe to Sequencet you need to first map the Contact ID of the object.
  • If you do not already have this in your table, run "Lookup Object" first or get it from Create Contact if you previously ran it.

⭐️ Cost: Free:)
Last modified 1mo ago