Close

Connect Close CRM to SyncGTM to create, update, and manage leads and contacts in your sales pipeline.

Integration: Close
Category: CRM
Authentication: SyncGTM credits — no external API key
Actions: 6
Plans: All plans, including free

What it does

Automate contact creation from enriched data, subscribe leads to email sequences, and look up CRM objects — all from your GTM workflows.

Close is a SyncGTM native integration — it runs on SyncGTM credits, so there is no external Close account or API key to connect.

Adding the integration creates an Action column. It behaves like any other Action column — same dynamic variables, same Auto Run triggers, same per-row test before you run the whole column.

Available actions

Action	What it does
Create Lead	Create a new lead record in Close CRM with contact details and company information.
Update Lead	Update an existing lead record in Close CRM with enriched data from your workflows.
Create Contact	Add a new contact to an existing lead in Close CRM with verified email and phone data.
Update Contact	Update contact details on an existing Close CRM record with fresh enrichment data.
Subscribe To Sequence	Add a contact to an email sequence in Close CRM for automated follow-up outreach.
Lookup Object	Search for leads, contacts, or opportunities in Close CRM by email, name, or custom fields.

Each action is its own column. Pick the one you need when you add the integration — you can add more than one from the same integration to a table.

The record flow

The actions above chain into the one loop every CRM integration runs: import records, search whether the record already exists, then create it if it does not or update it if it does. The full pattern is on the CRM page.

Step	Action	What to know
1. Import records	Lookup Object	A broad Lookup Object column is the import — pull the leads, contacts or opportunities matching a filter in as rows. Turn on Enable Auto Import to re-run it on a frequency — new and changed records arrive on their own. See Manage scheduled imports.
2. Search for the record	Lookup Object	The same action, narrowed to one record: search by email, name or a custom field. Match on parameters with operators — `is`, `is not`, `contains`, `is empty`, `greater than`. Match on something stable, a work email or a company domain, never a name or title. Returns the matching record’s ID.
3. Create or update	Create / Update Lead · Contact	Close nests contacts under leads, so create the lead first and the contact against it. Subscribe To Sequence runs after the write, once the record is complete.

Wire step 3 with a conditional formula column that reads the search result and outputs create when it came back empty or update when it returned an ID, then auto-run each write column off that flag. Bring the Close lead or contact ID on import — it is the key the update writes to, and matching back by name or email afterwards is how duplicates get made.

Setup

Click Add Action in the top right of your table and open the Integrations tab.
Select Close, then choose the action you want the column to run.
Map the required inputs to your existing columns using dynamic variables.
Choose whether to Auto Run the action. If you do, pick the trigger column that fires it.
Test on the first row with the play button.
Run the whole column from the ▶️ in the column header.

Integration
Attio	CRM
HubSpot	CRM
Pipedrive	CRM
Salesforce	CRM

Next steps

CRM — how this category fits into a table
Integrations — adding an integration, and the full category map
Actions — configuring and auto-running an action column
Credits — how usage is billed
Close on syncgtm.com — the product page for this integration