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Close CRM
This integration requires a Pro plan.
The Close CRM integration lets you automatically create leads and contacts when someone submits your form. Each submission creates or updates a lead record and adds a branded note to the activity timeline, keeping your sales team in the loop without manual data entry.

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Key Features

Automatic Lead Creation

Create new leads with contacts instantly

Duplicate Handling

Update existing leads or skip duplicates

Timeline Notes

Branded Orbit AI notes on lead activity

Workflow Integration

Use in automated workflows with conditions

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Setting Up the Integration

1

Connect your Close CRM account

Go to Integrations in your dashboard and click “Connect” on the Close CRM integration. Authorize Orbit AI to access your Close workspace.
2

Configure sync settings

Choose whether to create leads, add activity notes, and how to handle duplicate emails (update, skip, or create new).
3

Map form fields to Close properties

Map your form fields to Close lead and contact properties like name, email, phone, and company.
4

Enable on your forms

Go to your form’s After Submission settings and enable the Close CRM integration to start syncing.

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Record Types

Lead

Create a lead (company/organization) with associated contacts. Best for B2B forms where you’re capturing company information.

Contact

Add contacts to existing leads. Best when you already have leads in Close and want to add new contacts from forms.

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Duplicate Handling

When a form submission matches an existing lead email, you can choose how to handle it:
OptionBehavior
UpdateMerge new data into the existing lead record
SkipKeep existing record unchanged, only add activity note
Create NewCreate a new lead even if one exists with the same email

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Activity Timeline Notes

When enabled, each form submission adds a branded note to the lead’s activity timeline: 
🔵 Form Submission via Orbit AI
━━━━━━━━━━━━━━━━━━━━━

📋 Form: Contact Form
🕐 Submitted: Jan 13, 2026, 2:30 PM

📝 Submission Details:
• Name: John Smith
• Email: [email protected]
• Message: Interested in the pro plan...

Powered by Orbit AI • orbitforms.ai

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Using Close CRM in Workflows

For advanced use cases, you can add Close CRM as a destination in your workflows. This allows you to:
  • Only sync leads after AI qualification (filter out low-quality leads)
  • Enrich leads with Clay data before syncing to Close
  • Add different tags or statuses based on form responses
  • Send to Close only when certain conditions are met
Pro tip: Use the workflow builder to create a filter that only sends high-value leads to Close CRM, routing others to a spreadsheet for follow-up.

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Troubleshooting

Leads not appearing in Close? Check that the integration is connected and active in your Integrations page. Verify the form has the Close integration enabled in its settings.
Duplicate leads being created? Change the duplicate behavior setting to “Update” to merge new data into existing leads instead of creating duplicates.
Connection was disconnected? Your Close API access may have been revoked. Reconnect from the Integrations page to restore access.
Notes not showing on timeline? Make sure the “Create Activity Notes” option is enabled in the integration settings.

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Available Fields

You can map your form fields to these Close CRM properties:
FieldDescription
Lead/Company NameThe name of the lead (company or organization)
Contact NameName of the contact person on the lead
EmailPrimary email address (required for matching)
PhonePhone number for the contact
Job TitleContact’s job title or role
Website URLCompany website
DescriptionNotes or description text
Custom FieldsAny custom fields defined in your Close account

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Next Steps

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