Bring your Close pipeline and history with you
Import leads as companies, contacts and opportunities from Close CSV exports. Records are matched by email and domain, and you preview the whole import before anything changes.
Close import previewedjust nowWhat it does
Import from Close and this is what changes
Upload Close's exports; matching is by email and domain
Preview before anything changes, and undo in one click
Part of
CRM
See next quarter's recurring revenue and hand won clients to delivery with nothing lost on the way.
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Questions
What does the Close integration do?
Import leads as companies, contacts and opportunities from Close CSV exports. Records are matched by email and domain, and you preview the whole import before anything changes.
Will I lose history when I move from Close?
No. The import brings your records across with their dates and notes. You see exactly what will come across before anything changes, and you can undo the whole import in one click.
Who can set up Close?
A workspace admin. It takes a few minutes.
Agency operating software
Bring your Close history with you.
One system for the whole agency, with the right information in front of your team when they need it. Free for 14 days.