Close CRM integration now available
OutboundSync now syncs outbound email and social activity into Close CRM — one-way, in beta, with guided onboarding.
Harris Kenny
OutboundSync → Close
Connect Close as a Connected Account in OutboundSync and sync one-way email and social activity from your sales engagement platforms into Close Leads.
What the beta does
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.
Supported now
Close beta currently supports the already-marketed platforms below. Salesfinity is not supported in this rollout, and exact event coverage is confirmed during onboarding.
Also supported via Master Inbox: Aimfox, Lemlist, Expandi, Salesflow.
How it maps
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.
One-way outbound email activity can be synced into Close Leads so reps can review it in Close during beta.
One-way outbound social activity can be synced into Close Leads so campaign context stays visible in Close during beta.
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
Next step
We will connect Close, build the webhook receiver, and confirm email or social activity on a real Close Lead before you launch.
Tutorials, case studies, and updates related to Close.
OutboundSync now syncs outbound email and social activity into Close CRM — one-way, in beta, with guided onboarding.
Harris Kenny