Close CRM
Automatically create and update leads in Close CRM when forms are submitted. Add contacts, capture company info, and see Orbit AI branded notes on lead timelines.
How it works
Connect your Close CRM account via OAuth authentication
Grant Orbit AI permission to create and update leads
Map your form fields to Close lead and contact properties
Configure duplicate handling (update, skip, or create new)
Enable the integration - new submissions automatically sync to Close
Features
- Automatic lead creation and updates
- Contact syncing with email and phone
- Custom field mapping
- Duplicate detection and handling
- Orbit AI branded activity timeline notes
- OAuth-based secure connection
Use cases
Capture sales leads directly into Close
Create leads from contact and demo request forms
Update existing leads with new contact information
Track form submissions on lead activity timelines
Works with Workflows
Add Close CRM as a destination in your workflows to sync qualified leads.
Only sync leads to Close after AI qualification
Add enriched company data from Clay before syncing
Route leads to different statuses based on form responses
Slack
HubSpot
Attio
Airtable
WebhooksReady to connect Close CRM?
Sign up for Orbit AI and connect Close CRM to your forms in minutes. No credit card required.