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OutboundSync → Close

Close CRM integration beta

Connect Close as a Connected Account in OutboundSync and sync one-way email and social activity from your sales engagement platforms into Close Leads.

Direct integration Beta One-way sync Email + social
Close Lead timeline showing synced email and social activity from OutboundSync

What the beta does

A simpler Close rollout built for activity visibility first

Close is supported today as a real CRM connection in OutboundSync, but this beta is intentionally lighter than HubSpot and Salesforce. The focus is simple: get outbound activity into Close cleanly, prove the workflow, and expand configurability as the beta matures.

  • One-way outbound email activity can be synced into Close Leads during the current beta.
  • One-way outbound social activity can be synced into Close Leads during the current beta.
  • Teams can use synced emails and notes inside the Close views and Smartviews they build. OutboundSync does not ship prebuilt Smartviews for this beta.
  • Onboarding is handled with the OutboundSync team, not as a self-serve flow.

Supported now

Close beta platform coverage

Close beta currently supports the already-marketed platforms below. Salesfinity is not supported in this rollout, and exact event coverage is confirmed during onboarding.

  • Smartlead
  • Instantly
  • Clay
  • Drippi
  • EmailBison
  • HeyReach
  • Mixmax
  • SalesRobot
  • Salesforge
  • GetSales
  • SuperSend
  • HotHawk
  • Master Inbox

Also supported via Master Inbox: Aimfox, Lemlist, Expandi, Salesflow.

How it maps

Close activity stays readable for reps and RevOps

The current Close beta is built around activity capture, not deep bi-directional configuration. That means faster rollout, lower conflict risk, and a simpler beachhead while the integration gets tested in production.

OutboundSync webhook receiver setup for a Close connected account

Email channel

One-way outbound email activity can be synced into Close Leads so reps can review it in Close during beta.

Social channel

One-way outbound social activity can be synced into Close Leads so campaign context stays visible in Close during beta.

Views and Smartviews

Teams can use synced emails and notes inside the Close views and Smartviews they build in Close. OutboundSync does not ship prebuilt Smartviews in the current beta.

Beta limits

What is different from HubSpot and Salesforce today

  • Close is currently one-way only.
  • Close has less configurability and less depth than HubSpot or Salesforce today.
  • Phone activity is not supported in the current Close beta.
  • Setup is guided by the OutboundSync team while the beta expands.

Next step

Book onboarding, then test on a real Close Lead

We will connect Close, build the webhook receiver, and confirm email or social activity on a real Close Lead before you launch.

Close integration FAQ

  • Is the Close integration self-serve?
    No. Close is in beta, and onboarding is handled with the OutboundSync team. We help connect Close, create the webhook receiver, and verify the first test activity.
  • Is Close sync one-way or two-way?
    The current Close beta is one-way only. Activity flows from your sales engagement platform into Close.
  • What can OutboundSync sync into Close?
    During the current beta, OutboundSync can sync one-way outbound email and social activity into Close Leads.
  • Can synced activity be used in Close Smartviews?
    Yes. Teams can use the synced emails and notes in the views and Smartviews they build in Close. OutboundSync does not ship prebuilt Smartviews for the current beta.
  • Does the Close beta support phone activity?
    No. The current Close beta supports email and social activity only.

Close resources

Tutorials, case studies, and updates related to Close.