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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

ActionWhat it does
Create LeadCreate a new lead record in Close CRM with contact details and company information.
Update LeadUpdate an existing lead record in Close CRM with enriched data from your workflows.
Create ContactAdd a new contact to an existing lead in Close CRM with verified email and phone data.
Update ContactUpdate contact details on an existing Close CRM record with fresh enrichment data.
Subscribe To SequenceAdd a contact to an email sequence in Close CRM for automated follow-up outreach.
Lookup ObjectSearch 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.


Setup

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

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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