Close CRM
Automatically create and update leads in Close CRM when forms are submitted. Add contacts, capture company info, and see Orbit branded notes on lead timelines.
How it works
From form submission to Close CRM.
Connect your Close CRM account via OAuth authentication
Grant Orbit 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
Close CRM featuresWhat you get.
Use cases
When teams use it.
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.
Halo
Slack
HubSpot
Attio
Airtable
CometlyReady to connect Close CRM?
Book a demo and see Close CRM connected to your forms in minutes.
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