Connect Your Sales Team Seamlessly with Close CRM

With our Close CRM component, you can quickly integrate your sales pipeline into any workflow on elastic.io. Because it allows full access to leads, contacts, and activities, you can manage sales data more effectively. Not only does it help you centralize information, but it also improves how you track every deal. Connect it, and your team can immediately start working faster and smarter all from one place.

Key Benefits of Our Component

• Easy Configuration: Since all it needs is your API key, setup is fast and simple.
• Complete Data Access: You can create, update, search, or delete leads, contacts, and activities right away.
• Live Data Sync: With polling triggers, your flows stay current by checking for new or changed records.
• Advanced Control: You can send raw requests when standard actions are not enough, giving you full control.

Popular Use Cases

Here are just a few ways to benefit from the Close CRM component:

• Sales Notifications: Instantly alert your team in Slack when a new deal is created in Close.
• Marketing Sync: Automatically add new Close leads to a list in Mailchimp for follow-up campaigns.
• CRM Cleanup: Regularly remove outdated leads from Close using data from Google Sheets.
• Custom Reporting: Send lead data from Close to Amazon S3 for further analysis.

Because it is fully compatible with the elastic.io platform, our Close CRM component helps you reduce manual work, speed up deal tracking, and keep your sales data in sync without writing a single line of code.