Close
Circle
Close and Circle Integration
Seamlessly connect Close CRM with Circle to supercharge your customer engagement and community management.
Seamlessly connect Close CRM with Circle to supercharge your customer engagement and community management.
The Close and Circle integration bridges your sales and community platforms, enabling automatic syncing of contacts, streamlined communication, and enhanced member engagement. Effortlessly manage leads and nurture relationships by combining Close’s powerful CRM capabilities with Circle’s vibrant community features, all in one unified workflow.
This integration allows you to sync contacts and communication between Close and Circle, helping you nurture leads within your community, automate member onboarding, and keep sales and support teams aligned.
Simply connect your Close and Circle accounts through the integration dashboard, authorize access, and configure syncing preferences to start syncing contacts and conversations automatically.
Yes! New leads added in Close can be automatically invited to your Circle community, ensuring a smooth onboarding experience and immediate engagement opportunities.
The integration supports near real-time syncing, ensuring your contact information and communication updates stay current across both platforms.
Yes, you can map custom fields and tags between Close and Circle to maintain consistent data and segment your contacts effectively.
