Close Integration
Sales CRM built for closing
Connect your Orbit AI forms to Close CRM and automatically create leads when forms are submitted. Close's built-in calling, SMS, and email features make it perfect for high-velocity sales teams.
Create Leads
Automatically create new Leads in Close from form submissions
Update Existing
Update lead details if the email already exists in Close
Built-in Calling
Leads sync with Close's built-in calling and SMS features
Email Sequences
Trigger Close email sequences for automated follow-ups
Prerequisites
- A Close account (Starter plan or higher)
- Admin permissions to create API keys
- A form with fields to map (e.g., Email, Name, Company)
Setup Guide
- 1
Get Your API Key
In Close, go to Settings → API Keys → Create a new API key with Lead write permissions
- 2
Connect in Orbit AI
In your form's Integrations tab, click "Add Integration" and select Close. Enter your API key
- 3
Map Your Fields
Match each form field to the corresponding Close field. Contact name or company name is typically required
- 4
Enable the Integration
Toggle the integration on and test with a sample submission. Check your Close leads to verify
Field Mapping
Map your form fields to Close fields. Lead name (company) is typically required.
| Form Field | Close Field | Required |
|---|---|---|
| contact.email | Optional | |
| First Name | contact.name | Optional |
| Last Name | contact.name | Optional |
| Company | lead.name | Required |
| Phone | contact.phone | Optional |
| Website | lead.url | Optional |
| Message | lead.description | Optional |
Using Custom Fields
You can map form fields to any custom field in Close. Custom fields are referenced by their field ID which you can find in Settings → Custom Fields.
Example: A custom field might have an ID like lcf_abc123
Tips for Success
- • Close organizes data as Leads with Contacts — each lead can have multiple contacts
- • If no company name is provided, consider using the contact's email domain as the lead name
- • Use Close's Smart Views to filter and prioritize form-submitted leads
- • Set up workflows in Close to automatically assign leads to team members