Close
Confluence
Close and Confluence Integration
Seamlessly connect your sales CRM with your team knowledge base to boost productivity and close deals faster.
Seamlessly connect your sales CRM with your team knowledge base to boost productivity and close deals faster.
The Close and Confluence integration empowers sales teams to link customer data and communication from Close directly into Confluence pages. This unified workflow enables effortless knowledge sharing, streamlined collaboration, and enhanced visibility into sales activities across your organization. Easily embed call logs, contact details, and deal updates within your Confluence documentation to keep everyone aligned and informed.
It centralizes sales information by embedding Close CRM data into Confluence, improving team collaboration, accelerating onboarding, and ensuring that critical customer insights are accessible to everyone.
Once connected, you can use the Close macro in Confluence to search and insert contact records, call notes, and deal statuses directly into your pages with just a few clicks.
Yes, the integration uses secure OAuth authentication and adheres to strict data privacy standards to ensure your customer information remains protected at all times.
Absolutely. You can select specific fields, call logs, or deal pipelines to display, tailoring the information to fit your team’s needs and documentation style.
No technical skills are required. The integration setup is straightforward with step-by-step instructions, allowing any team member to connect Close and Confluence quickly.
