HubSpot Close Integration

Connect Close with HubSpot

Fully Secure Integration

Scalable & Fast

Support Included

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Examples of Integration Workflow Triggers and Actions

New Contact Created

Triggered when a new contact is created in HubSpot. Use this to create a new lead or contact in Close, ensuring that all prospect information is captured and tracked efficiently.

Contact Updated

Activated when a contact is updated or modified in HubSpot. Use this to synchronize contact details between HubSpot and Close, maintaining consistency across both platforms.

New Deal Created

Triggered when a new deal is created in HubSpot. Use this to create a corresponding opportunity or deal in Close, allowing for effective sales pipeline management.

Deal Updated

Activated when a deal is updated or modified in HubSpot. Use this to sync deal stages, updates, and notes between HubSpot and Close, ensuring accurate deal tracking and management.

New Task Created

Triggered when a new task is created in HubSpot. Use this to create a task or reminder in Close, helping sales teams stay organized and on top of their follow-up activities.

Task Completed

Activated when a task is completed in HubSpot. Use this to update task statuses or trigger follow-up actions in Close, ensuring that tasks are completed efficiently and on time.

New Email Sent

Triggered when an email is sent from HubSpot. Use this to log email interactions and communication history in Close, providing visibility into email engagement and correspondence for better sales follow-up.

Email Opened

Activated when an email is opened by a recipient in HubSpot. Use this to track email engagement and gauge prospect interest, allowing sales teams to prioritize follow-up efforts effectively.

Email Clicked

Triggered when a recipient clicks on a link within an email in HubSpot. Use this to identify engaged prospects and trigger relevant follow-up actions in Close to move them further along the sales pipeline.

New Note Added

Activated when a new note is added to a contact or deal in HubSpot. Use this to log important details or updates in Close, ensuring that all relevant information is captured and accessible to the sales team.

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Frequently Asked Questions

The integration optimizes sales processes by synchronizing contacts, deals, and activities between HubSpot and Close, ensuring a seamless sales pipeline management experience.
Yes, you can. Close Integration allows you to track leads from initial contact to conversion, leveraging Close's robust lead tracking capabilities within HubSpot for better sales insights.
The integration automates follow-up actions based on lead interactions and sales activities, utilizing Close's automation features integrated with HubSpot to streamline follow-up processes and improve sales efficiency.
Triggers and actions include events such as new contact creation, contact updates, deal creation and updates, task management, email interactions, and note additions, allowing for comprehensive sales pipeline management and follow-up automation.
Yes, you can. The integration allows for synchronization of contact details, deal stages, updates, and notes between HubSpot and Close, ensuring accurate and consistent data across both platforms.
By automating task creation, updating task statuses, and logging email interactions and notes, the integration helps sales teams stay organized, prioritize follow-up activities, and improve productivity throughout the sales process.
Yes, you can. Email interactions, including opens and clicks, are logged in Close, providing visibility into email engagement and correspondence history for better sales follow-up and prospect engagement.
By tracking email opens and clicks, the integration helps in identifying engaged prospects, allowing sales teams to prioritize follow-up efforts and tailor communication to move prospects further along the sales pipeline.
Yes, there are. Close Integration allows for customizable follow-up actions based on prospect interactions, ensuring that sales teams can effectively nurture leads and capitalize on engagement opportunities.
The key benefits include streamlined sales pipeline management, enhanced lead tracking capabilities, automated follow-up actions, synchronized contact and deal data, improved sales team organization and productivity, comprehensive tracking of prospect interactions, and better insights for sales decision-making and strategy refinement.