> ## 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 Integration

> Sales CRM built for closing deals

<img src="https://mintcdn.com/orbitai-d647f397/T1yKN7sdBmMTM8cv/_images/integrations/close-crm.svg?fit=max&auto=format&n=T1yKN7sdBmMTM8cv&q=85&s=3e856a4936846cc03973764483093305" alt="Close" width="32" height="32" data-path="_images/integrations/close-crm.svg" />

[Visit Close](https://www.close.com)

Connect your OrbitForms 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.

## Key Features

<CardGroup cols={2}>
  <Card title="Create Leads & Contacts" icon="users">
    Automatically create new Leads with Contacts from submissions
  </Card>

  <Card title="Smart Duplicate Handling" icon="arrows-rotate">
    Update existing leads or skip duplicates based on email
  </Card>

  <Card title="Built-in Calling & SMS" icon="phone">
    Leads sync with Close's calling and SMS features
  </Card>

  <Card title="Email Sequences" icon="envelope">
    Trigger automated follow-up sequences
  </Card>
</CardGroup>

## Choose Your Integration Method

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

<CardGroup cols={2}>
  <Card title="Integration Page" icon="gear">
    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
  </Card>

  <Card title="Workflows" icon="code-branch">
    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
  </Card>
</CardGroup>

### 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

## Before You Begin

<Note>
  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 OrbitForms with fields to map (e.g., Email, Name, Company)
</Note>

## Setup Guide

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

### Step 1: Connect Close CRM

<Steps>
  <Step title="Go to Integrations in OrbitForms">
    From your dashboard, click "Integrations" in the left sidebar.
  </Step>

  <Step title="Find Close">
    Scroll to find "Close CRM" in the CRM section, or use the search bar.
  </Step>

  <Step title="Click Connect">
    Click on the Close card, then click the "Connect Close" button to start OAuth authorization.
  </Step>

  <Step title="Authorize in Close">
    You'll be redirected to Close. Log in if needed, then click "Authorize" to grant OrbitForms access.
  </Step>

  <Step title="Connection complete">
    You'll be redirected back to OrbitForms. You should see a success message confirming the connection.
  </Step>
</Steps>

### Step 2: Configure Form Mapping

<Steps>
  <Step title="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.
  </Step>

  <Step title="Choose record type">
    Select whether to create a "Lead" (with Contact) or just a "Contact" when the form is submitted.
  </Step>

  <Step title="Configure duplicate handling">
    Choose what happens if a lead with the same email already exists: Update it, skip it, or create a new one.
  </Step>

  <Step title="Map your fields">
    Match each form field to the corresponding Close property. Company Name (Lead Name) is typically required.
  </Step>

  <Step title="Enable the integration">
    Toggle the integration on for this form and click Save.
  </Step>
</Steps>

## Field Mapping

Map your form fields to Close properties. Below are the common mappings:

| Form Field             | Close Property    | Notes                        |
| ---------------------- | ----------------- | ---------------------------- |
| Company                | Lead/Company Name | Required for Lead creation   |
| Email                  | Contact Email     | Used for duplicate detection |
| First Name + Last Name | Contact Name      | Can combine fields           |
| Phone                  | Contact Phone     | Office or mobile             |
| Job Title              | Contact Title     | Optional                     |
| Website                | Lead URL          | Company website              |
| Message/Notes          | Lead Description  | Or add as activity note      |

<Tip>
  **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.
</Tip>

## 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.

### 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

### Adding Close to a Workflow

<Steps>
  <Step title="Create or open a workflow">
    Go to Workflows in your dashboard and create a new workflow or open an existing one.
  </Step>

  <Step title="Add a trigger">
    Set up a Form Submission trigger for the form(s) you want to sync to Close.
  </Step>

  <Step title="Add intermediate steps (optional)">
    Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed.
  </Step>

  <Step title="Add Close destination">
    Click the + button and select Close from the CRM destinations list.
  </Step>

  <Step title="Configure the Close node">
    Select record type, configure duplicate handling, and map your fields. You can use enriched data from previous nodes.
  </Step>

  <Step title="Save and activate">
    Save your workflow and toggle it to Active. Leads will now flow through your workflow.
  </Step>
</Steps>

### Example: Qualified Leads Only

A common workflow that only sends qualified leads to Close:

**Form Submission** → **AI Agent (Qualify)** → **Filter (Score > 70)** → **Close CRM**

## Understanding Close's Data Model

<Info>
  **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.
</Info>

<CardGroup cols={2}>
  <Card title="Lead Fields">
    * Company Name (required)
    * Website URL
    * Description
    * Status
    * Custom Fields
  </Card>

  <Card title="Contact Fields">
    * Name
    * Title / Job Role
    * Email (multiple supported)
    * Phone (multiple supported)
    * URLs / Social profiles
  </Card>
</CardGroup>

### Activity Timeline Notes

When a form is submitted, OrbitForms 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.

## Troubleshooting

<Warning>
  **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.
</Warning>

<Warning>
  **OAuth connection expired** — If you see authentication errors, try disconnecting and reconnecting Close from the Integrations page. This will refresh the OAuth tokens.
</Warning>

<Warning>
  **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.
</Warning>

<Warning>
  **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.
</Warning>

<Warning>
  **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.
</Warning>

## Resources

* [Close API Key Documentation](https://developer.close.com/resources/api-keys/)
* [Leads API Reference](https://developer.close.com/resources/leads/)
* [Custom Fields Guide](https://help.close.com/docs/custom-fields)
* [Close Website](https://www.close.com)

## Tips for Success

<Tip>
  * 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
</Tip>