> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitforms.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Close CRM Integration
> Sync form submissions to Close CRM automatically
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.
## Key Features
Create new leads with contacts instantly
Update existing leads or skip duplicates
Branded OrbitForms notes on lead activity
Use in automated workflows with conditions
## Setting Up the Integration
Go to Integrations in your dashboard and click "Connect" on the Close CRM integration. Authorize OrbitForms to access your Close workspace.
Choose whether to create leads, add activity notes, and how to handle duplicate emails (update, skip, or create new).
Map your form fields to Close lead and contact properties like name, email, phone, and company.
In the Close CRM integration's Field Mapping tab, select a form, map its fields, and save to start syncing submissions.
## Record Types
Create a lead (company/organization) with associated contacts. Best for B2B forms where you're capturing company information.
Add contacts to existing leads. Best when you already have leads in Close and want to add new contacts from forms.
## Duplicate Handling
When a form submission matches an existing lead email, you can choose how to handle it:
| Option | Behavior |
| ---------- | -------------------------------------------------------- |
| Update | Merge new data into the existing lead record |
| Skip | Keep existing record unchanged, only add activity note |
| Create New | Create a new lead even if one exists with the same email |
## Activity Timeline Notes
When enabled, each form submission adds a branded note to the lead's activity timeline:
```
🔵 Form Submission via OrbitForms
━━━━━━━━━━━━━━━━━━━━━
📋 Form: Contact Form
🕐 Submitted: Jan 13, 2026, 2:30 PM
📝 Submission Details:
• Name: John Smith
• Email: john@company.com
• Message: Interested in the pro plan...
Powered by OrbitForms • orbitforms.ai
```
## 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.
## 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.
## Available Fields
You can map your form fields to these Close CRM properties:
| Field | Description |
| ----------------- | ----------------------------------------------- |
| Lead/Company Name | The name of the lead (company or organization) |
| Contact Name | Name of the contact person on the lead |
| Email | Primary email address (required for matching) |
| Phone | Phone number for the contact |
| Job Title | Contact's job title or role |
| Website URL | Company website |
| Description | Notes or description text |
| Custom Fields | Any custom fields defined in your Close account |
***
## Next Steps
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