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Close Visit Close Connect your Orbit AI forms to Close CRM and automatically create Leads and Contacts when forms are submitted. Close’s built-in calling, SMS, and email features make it perfect for high-velocity sales teams that need to act fast on new leads.

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Key Features

Create Leads & Contacts

Automatically create new Leads with Contacts from submissions

Smart Duplicate Handling

Update existing leads or skip duplicates based on email

Built-in Calling & SMS

Leads sync with Close’s calling and SMS features

Email Sequences

Trigger automated follow-up sequences

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Choose Your Integration Method

Close can be set up in two ways depending on your needs:

Integration Page

Connect Close from the Integrations page for a quick setup. All form submissions will be sent directly to Close.Best for:
  • Quick setup with OAuth authorization
  • Simple 1:1 form-to-CRM syncing
  • Send all submissions without filtering

Workflows

Add Close as a destination in your workflows for advanced control over which submissions get sent.Best for:
  • Filtering by lead score or qualification
  • Enriching leads before sending to Close
  • AI qualification before CRM sync

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Integration Page vs. Workflows: Which Should You Use?

Integration Page — Use the Integration page when you want to send all form submissions directly to Close without any filtering.
  • Simple 1:1 form-to-Close mapping
  • No need for lead qualification first
  • Fastest setup for basic CRM syncing
Workflows — Use Workflows when you need filtering, enrichment, or AI qualification before sending to Close.
  • Filter by lead score or qualification
  • Enrich leads before sending (Clay, etc.)
  • Use AI SDR qualification first
  • Route different leads to different statuses

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Before You Begin

Before setting up the Close integration, make sure you have:
  • A Close account (Starter plan or higher)
  • Admin or user permissions to authorize integrations
  • A form in Orbit AI with fields to map (e.g., Email, Name, Company)

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Setup Guide

Connect Close CRM to Orbit AI using OAuth. This secure authorization method gives Orbit AI permission to create and update records in your Close account.

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Step 1: Connect Close CRM

1

Go to Integrations in Orbit AI

From your dashboard, click “Integrations” in the left sidebar.
2

Find Close

Scroll to find “Close CRM” in the CRM section, or use the search bar.
3

Click Connect

Click on the Close card, then click the “Connect Close” button to start OAuth authorization.
4

Authorize in Close

You’ll be redirected to Close. Log in if needed, then click “Authorize” to grant Orbit AI access.
5

Connection complete

You’ll be redirected back to Orbit AI. You should see a success message confirming the connection.

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Step 2: Configure Form Mapping

1

Select a form to configure

After connecting, you’ll see a list of your forms. Click on the form you want to sync with Close.
2

Choose record type

Select whether to create a “Lead” (with Contact) or just a “Contact” when the form is submitted.
3

Configure duplicate handling

Choose what happens if a lead with the same email already exists: Update it, skip it, or create a new one.
4

Map your fields

Match each form field to the corresponding Close property. Company Name (Lead Name) is typically required.
5

Enable the integration

Toggle the integration on for this form and click Save.

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Field Mapping

Map your form fields to Close properties. Below are the common mappings:
Form FieldClose PropertyNotes
CompanyLead/Company NameRequired for Lead creation
EmailContact EmailUsed for duplicate detection
First Name + Last NameContact NameCan combine fields
PhoneContact PhoneOffice or mobile
Job TitleContact TitleOptional
WebsiteLead URLCompany website
Message/NotesLead DescriptionOr add as activity note
Using Custom Fields — You can map form fields to any custom field in Close. Custom fields are automatically loaded from your Close account and appear in the field mapping dropdown.Custom field IDs look like lcf_abc123. You can find these in Close under Settings → Custom Fields.

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Using Close with Workflows

For advanced use cases, add Close as a destination in your workflows. This gives you more control over which submissions get sent to Close.

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Use workflows when you need to:

  • Send leads only after AI agent qualification
  • Include enriched data from Clay, Clearbit, etc.
  • Route different lead types to different statuses
  • Combine with other destinations like Slack or email
  • Use AI SDR to classify leads before syncing

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Adding Close to a Workflow

1

Create or open a workflow

Go to Workflows in your dashboard and create a new workflow or open an existing one.
2

Add a trigger

Set up a Form Submission trigger for the form(s) you want to sync to Close.
3

Add intermediate steps (optional)

Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed.
4

Add Close destination

Click the + button and select Close from the CRM destinations list.
5

Configure the Close node

Select record type, configure duplicate handling, and map your fields. You can use enriched data from previous nodes.
6

Save and activate

Save your workflow and toggle it to Active. Leads will now flow through your workflow.

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Example: Qualified Leads Only

A common workflow that only sends qualified leads to Close: Form Submission → AI Agent (Qualify) → Filter (Score > 70) → Close CRM

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Understanding Close’s Data Model

Leads and Contacts — In Close, a Lead represents a company or organization. Each Lead can have multiple Contacts (people at that company). When you create a Lead from a form submission, a Contact is automatically created within it.

Lead Fields

  • Company Name (required)
  • Website URL
  • Description
  • Status
  • Custom Fields

Contact Fields

  • Name
  • Title / Job Role
  • Email (multiple supported)
  • Phone (multiple supported)
  • URLs / Social profiles

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Activity Timeline Notes

When a form is submitted, Orbit AI can add a branded note to the Lead’s activity timeline with all submission details. This gives your sales team full context about when and what the lead submitted, right within Close.

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Troubleshooting

Lead not created in Close — Close requires a Lead Name (company name) for every lead. Make sure you have this field mapped. If no company name is provided, consider mapping the email domain as a fallback.
OAuth connection expired — If you see authentication errors, try disconnecting and reconnecting Close from the Integrations page. This will refresh the OAuth tokens.
Duplicate leads being created — Check your duplicate handling settings. Set it to “Update existing” to update leads with the same email, or “Skip” to ignore submissions from existing leads.
Custom fields not syncing — Custom fields use special IDs like lcf_abc123. Make sure you’re mapping to the correct field ID, which you can find in Close under Settings → Custom Fields.
Leads from both Integration and Workflow? — If you’re seeing duplicate leads, you may have both the Integration Page and a Workflow configured for the same form. Choose one method and disable the other to avoid duplicates.

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Resources

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Tips for Success

  • Close organizes data as Leads with Contacts — each lead (company) can have multiple contacts (people)
  • If no company name is provided, consider using the contact’s email domain as the lead name
  • Use Close’s Smart Views to filter and prioritize form-submitted leads
  • Set up workflows in Close to automatically assign leads to team members
  • Use the activity timeline to track the full history of interactions with each lead