Close
GoFormz

Close and Gong Integration

Seamlessly connect Close CRM with GoFormz to automate your sales and field data workflows.

Explore Triggers and Actions

New Custom Event
Trigger new event when the configured types of events are triggered.
New Lead Status Change
Trigger new event when a Lead's status is changed
New Lead
Trigger new event when a new Lead is created
New Opportunity
Trigger new event when a new Opportunity is created
Create Form
Create a new form in GoFormz.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Close and Gong?

The Close and GoFormz integration empowers sales and operations teams by syncing customer data and field forms effortlessly. Capture data on the go with GoFormz’s mobile forms and automatically update Close contacts, leads, and opportunities. This integration streamlines communication, reduces manual entry, and accelerates deal closures by ensuring your sales pipeline reflects real-time field insights.

Connect
Close
and
GoFormz
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What does the Close and GoFormz integration do?

It connects your Close CRM with GoFormz’s mobile forms platform, allowing data collected in the field to automatically update your sales records and contacts in Close, improving accuracy and efficiency.

How do I set up the integration between Close and GoFormz?

You can set up the integration by connecting your Close and GoFormz accounts through the GoFormz integrations dashboard. Follow the step-by-step instructions to map form fields to Close CRM data points.

Can I customize which GoFormz data syncs to Close?

Yes, the integration allows you to select specific forms and map individual fields to corresponding Close CRM fields, ensuring only relevant data is synced.

Does this integration support real-time data syncing?

Yes, data collected via GoFormz mobile forms syncs automatically and in near real-time to your Close CRM, keeping your sales pipeline up to date.

Is technical support available for the Close and GoFormz integration?

Absolutely. Both Close and GoFormz offer dedicated support teams to assist you with setup, troubleshooting, and optimizing the integration for your business needs.

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