> ## Documentation Index > Fetch the complete documentation index at: https://docs.useorbitcrm.ai/llms.txt > Use this file to discover all available pages before exploring further. # Close Integration > Sales CRM built for closing deals ![Close](https://mintcdn.com/orbitai-d647f397/T1yKN7sdBmMTM8cv/_images/integrations/close-crm.svg?fit=max\&auto=format\&n=T1yKN7sdBmMTM8cv\&q=85\&s=3e856a4936846cc03973764483093305) > [!NOTE] > > This integration requires a **Pro** plan. [Visit Close](https://www.close.com) Connect your OrbitForms forms to Close CRM and automatically create Leads and Contacts when forms are submitted. Close's built-in calling, SMS, and email features make it perfect for high-velocity sales teams that need to act fast on new leads. ## Key Features > [card] Create Leads & Contacts > > Automatically create new Leads with Contacts from submissions > [card] Smart Duplicate Handling > > Update existing leads or skip duplicates based on email > [card] Built-in Calling & SMS > > Leads sync with Close's calling and SMS features > [card] Email Sequences > > Trigger automated follow-up sequences ## Choose Your Integration Method Close can be set up in two ways depending on your needs: > [card] Integration Page > > Connect Close from the Integrations page for a quick setup. All form submissions will be sent directly to Close. > > **Best for:** > > * Quick setup with OAuth authorization > * Simple 1:1 form-to-CRM syncing > * Send all submissions without filtering > [card] Workflows > > Add Close as a destination in your workflows for advanced control over which submissions get sent. > > **Best for:** > > * Filtering by lead score or qualification > * Enriching leads before sending to Close > * AI qualification before CRM sync ### Integration Page vs. Workflows: Which Should You Use? **Integration Page** — Use the Integration page when you want to send **all form submissions** directly to Close without any filtering. * Simple 1:1 form-to-Close mapping * No need for lead qualification first * Fastest setup for basic CRM syncing **Workflows** — Use Workflows when you need **filtering, enrichment, or AI qualification** before sending to Close. * Filter by lead score or qualification * Enrich leads before sending (Clay, etc.) * Use AI SDR qualification first * Route different leads to different statuses ## Before You Begin > [!NOTE] > > Before setting up the Close integration, make sure you have: > > * A Close account (Starter plan or higher) > * Admin or user permissions to authorize integrations > * A form in OrbitForms with fields to map (e.g., Email, Name, Company) ## Setup Guide Connect Close CRM to OrbitForms using OAuth. This secure authorization method gives OrbitForms permission to create and update records in your Close account. ### Step 1: Connect Close CRM **1. Go to Integrations in OrbitForms** From your dashboard, click "Integrations" in the left sidebar. **2. Find Close** Scroll to find "Close CRM" in the CRM section, or use the search bar. **3. Click Connect** Click on the Close card, then click the "Connect Close" button to start OAuth authorization. **4. Authorize in Close** You'll be redirected to Close. Log in if needed, then click "Authorize" to grant OrbitForms access. **5. Connection complete** You'll be redirected back to OrbitForms. You should see a success message confirming the connection. ### Step 2: Configure Form Mapping **1. Select a form to configure** After connecting, you'll see a list of your forms. Click on the form you want to sync with Close. **2. Choose record type** Select whether to create a "Lead" (with Contact) or just a "Contact" when the form is submitted. **3. Configure duplicate handling** Choose what happens if a lead with the same email already exists: Update it, skip it, or create a new one. **4. Map your fields** Match each form field to the corresponding Close property. Company Name (Lead Name) is typically required. **5. Enable the integration** Toggle the integration on for this form and click Save. ## Field Mapping Map your form fields to Close properties. Below are the common mappings: | Form Field | Close Property | Notes | | - | - | - | | Company | Lead/Company Name | Required for Lead creation | | Email | Contact Email | Used for duplicate detection | | First Name + Last Name | Contact Name | Can combine fields | | Phone | Contact Phone | Office or mobile | | Job Title | Contact Title | Optional | | Website | Lead URL | Company website | | Message/Notes | Lead Description | Or add as activity note | > [!TIP] > > **Using Custom Fields** — You can map form fields to any custom field in Close. Custom fields are automatically loaded from your Close account and appear in the field mapping dropdown. > > Custom field IDs look like `lcf_abc123`. You can find these in Close under Settings → Custom Fields. ## Using Close with Workflows For advanced use cases, add Close as a destination in your workflows. This gives you more control over which submissions get sent to Close. ### Use workflows when you need to: * Send leads only after AI agent qualification * Include enriched data from Clay, Clearbit, etc. * Route different lead types to different statuses * Combine with other destinations like Slack or email * Use AI SDR to classify leads before syncing ### Adding Close to a Workflow **1. Create or open a workflow** Go to Workflows in your dashboard and create a new workflow or open an existing one. **2. Add a trigger** Set up a Form Submission trigger for the form(s) you want to sync to Close. **3. Add intermediate steps (optional)** Add AI Agent for qualification, Enrichment nodes, or Filter nodes as needed. **4. Add Close destination** Click the + button and select Close from the CRM destinations list. **5. Configure the Close node** Select record type, configure duplicate handling, and map your fields. You can use enriched data from previous nodes. **6. Save and activate** Save your workflow and toggle it to Active. Leads will now flow through your workflow. ### Example: Qualified Leads Only A common workflow that only sends qualified leads to Close: **Form Submission** → **AI Agent (Qualify)** → **Filter (Score > 70)** → **Close CRM** ## Understanding Close's Data Model > [!NOTE] > > **Leads and Contacts** — In Close, a **Lead** represents a company or organization. Each Lead can have multiple **Contacts** (people at that company). When you create a Lead from a form submission, a Contact is automatically created within it. > [card] Lead Fields > > * Company Name (required) > * Website URL > * Description > * Status > * Custom Fields > [card] Contact Fields > > * Name > * Title / Job Role > * Email (multiple supported) > * Phone (multiple supported) > * URLs / Social profiles ### Activity Timeline Notes When a form is submitted, OrbitForms can add a branded note to the Lead's activity timeline with all submission details. This gives your sales team full context about when and what the lead submitted, right within Close. ## Troubleshooting > [!WARNING] > > **Lead not created in Close** — Close requires a Lead Name (company name) for every lead. Make sure you have this field mapped. If no company name is provided, consider mapping the email domain as a fallback. > [!WARNING] > > **OAuth connection expired** — If you see authentication errors, try disconnecting and reconnecting Close from the Integrations page. This will refresh the OAuth tokens. > [!WARNING] > > **Duplicate leads being created** — Check your duplicate handling settings. Set it to "Update existing" to update leads with the same email, or "Skip" to ignore submissions from existing leads. > [!WARNING] > > **Custom fields not syncing** — Custom fields use special IDs like `lcf_abc123`. Make sure you're mapping to the correct field ID, which you can find in Close under Settings → Custom Fields. > [!WARNING] > > **Leads from both Integration and Workflow?** — If you're seeing duplicate leads, you may have both the Integration Page and a Workflow configured for the same form. Choose one method and disable the other to avoid duplicates. ## Resources * [Close API Key Documentation](https://developer.close.com/resources/api-keys/) * [Leads API Reference](https://developer.close.com/resources/leads/) * [Custom Fields Guide](https://help.close.com/docs/custom-fields) * [Close Website](https://www.close.com) ## Tips for Success > [!TIP] > > * Close organizes data as Leads with Contacts — each lead (company) can have multiple contacts (people) > * 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 > * Use the activity timeline to track the full history of interactions with each lead This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.