The Close integration is a native 1-way integration. You can create a new lead in Close based on events happening in

You can connect your Close account from the Store.

Once the app is connected, you can create a new automation for the Close integration, or add the Close step to any existing automation in your account.

  1. Navigate to the Automations tab and create a new Automation or open an existing one.
  2. For a new automation flow, configure the Enrollment Strategy:
    - Set the triggers to choose how and when you want to create a new lead.
    - Set filters to select whether the automation should be applied to all prospects or to some specific prospects only.
    Find more details on how to add prospects to the automation here.
  3. Add a Close step to create a lead.

If the lead is already present in your Close account, we won't do anything.

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