Close integration for sales leads
Send buyers, optins and abandoned checkouts from your funnels to Close as leads with contacts, and open opportunities with a value and a note for your reps.
Close at a glance
- Type
- CRM
- Connect with
- Close API key
- Runs from
- Automations
- Direction
- ElasticFunnels to Close
- Records
- Leads, contacts, opportunities
- Lookup
- Get lead by email
What the Close integration does
The integration adds Close steps to ElasticFunnels automations. A funnel event starts the automation, and the Close step writes the lead, the contact or the opportunity.
- Start on a new purchase, new customer, form entry, abandoned cart, refund or chargeback
- Map name, email, phone, company, job title, website and address
- Open an opportunity with value, currency, note and expected close date
- Pass extra data into Close custom fields
Close steps in automations
- Create contact
- New lead with a contact
- Create or update lead
- Matched by email
- Create opportunity
- On a lead ID or email
- Get lead
- Look up by email
- Custom fields
- Any fields you map
How to connect Close
ElasticFunnels checks the key against your Close account when you save.
Create an API key
In Close, create an API key. It starts with api_.
Connect Close
Paste the key in Settings → Integrations → CRM → Close.io and save.
Add a Close step
Open Automations, choose a trigger such as a form entry, add a Close step and map the fields.
Full guide: CRM integrations
Close + CRM automations
Optins to Close leads
Form entries become Close leads your reps can call.
Buyers to opportunities
A new purchase can open an opportunity with the order value.
Abandons to Close
Abandoned checkouts reach Close as leads for a recovery call.
Check before you create
Look up a lead by email first and branch the automation on the result.
Other CRM integrations
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Close integration FAQ
What does the Close integration send?
Leads, contacts and opportunities. An ElasticFunnels automation can create a lead with a contact, create or update a lead by email, open an opportunity, or look up a lead.
Which funnel events can create Close leads?
Any automation trigger: a new purchase, a new customer, a form or collection entry, an abandoned cart, a refund, a chargeback or an incoming postback.
Can ElasticFunnels start a Close sequence?
Not directly. The integration writes leads, contacts and opportunities. Start your sequences inside Close from those records.
Does Close send data back to ElasticFunnels?
No. Data moves one way, from ElasticFunnels to Close. Orders and customer records stay in ElasticFunnels.
Which Close key do I need?
An API key from your Close account. It starts with api_, and ElasticFunnels tests it against Close when you save the integration.