Have your Close CRM Leads in sync with 251 other apps

Close.io

Close was designed with the goal of making sales people as efficient as possible. Make and receive calls with just one click. Calls are automatically logged and lead activity information is made immediately available.

To have Close's data available across your software stack and/or to enrich your contacts or leads' information in Close, you need to integrate your CRM with other apps. But you need more than just a one-way push, you need a true sync solution.

About PieSync

PieSync provides a perfect bridge between apps to sync contacts or leads between cloud-based apps, solving your isolated data problems. It works two-way and in real time.

Here's why you need this

When your apps are not natively integrated, you have to figure out a way to get your leads data from one app to another. Many businesses import/export CSVs, but their databases are never really up-to-date.

One-way pushes are another method that often results in duplicated entries and usually, it doesn’t work with your historical data.

PieSync offers a two-way data sync that works in real time connecting best-of-breed business application. That means that if there’s new or updated information in one app (either Close or the other app), you’ll have that change available in the other app automatically.

Here are the apps you can sync with Close:

Need another app in sync? Every Wednesday, PieSync releases a new application. If the business tool you are using is not available yet, go to the pipeline and vote for the app you need.

Rule-Based Sync

When you are working with big databases, it can happen that you don’t need all the data from all your apps in sync. Thanks to PieSync’s “if-this-then-that” rules you can filter the contacts or leads you want to sync and how according to conditions such as status, ID, title, won opportunities, etc. Learn more about it here.

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Custom Mapping

PieSync will automatically map most of your leads information fields between Close and your other app. If you’ve created customized fields, you can also manually map as many fields of them as you wish.

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Some use cases

Sync your CRM and your phone

With PieSync, you have your phone in sync with your CRM. Any changes you make to your phone’s database (Google Contacts, iCloud, Contacts+ and others are avaible) will be reflected in your CRM and vice versa. You’ll have proper caller ID so you can always recognize who is calling you, even if it’s a new lead that just landed on your website.

Sync your CRM and your marketing tools

PieSync works like a bridge to have your marketing and sales teams aligned. You can finally merge your Marketing Qualified Leads (MQLs) safely into existing CRM contacts without overwriting data.

Check out the Marketing tools available!

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How is PieSync different from other integration solutions?

  • Unlike most integration solutions, PieSync actually synchronize the complete database (not just the new information, but also the historical)
  • Conflicting data is merged in a controlled way – fields will never be overwritten.
  • Updates are also synced. So if you change something in either app, you’ll see that change reflected in the other app.
  • It works in real-time.
  • No coding is required.

Do you need help setting up your sync? Visit our support center and learn all about this connection

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About Claudia Martinez

Claudia helps the marketing team by producing awesome blogs, case studies, ebooks, and newsletters. This tech-savvy writer is constantly searching for that great story behind the use case. She also loves working with our partners to create unique co-marketing campaigns.