

Seamlessly connect Close CRM with Microsoft Entra ID to enhance security and streamline user management.





The integration between Close and Microsoft Entra ID enables organizations to unify their customer relationship management with robust identity and access management. By linking Close’s powerful sales platform with Microsoft Entra ID, teams can leverage single sign-on (SSO), automated user provisioning, and enhanced security protocols to ensure smooth and secure access for all users. This integration simplifies user lifecycle management, reduces IT overhead, and strengthens compliance across your sales operations.


Integrating Close with Microsoft Entra ID offers streamlined user access through single sign-on, automated provisioning and deprovisioning of users, enhanced security with multi-factor authentication, and centralized user management to improve operational efficiency and compliance.
To set up the integration, you need to configure Close as an enterprise application within the Microsoft Entra ID portal, enable single sign-on using SAML or OAuth protocols, and map user attributes for provisioning. Detailed setup guides are available in both Close and Microsoft Entra ID documentation.
Yes, you can assign and manage user access to Close based on Microsoft Entra ID security groups. This allows you to automate role-based access control and ensure that only authorized users can access specific Close features or data.
Absolutely. By leveraging Microsoft Entra ID’s security features, including MFA, you can enforce additional layers of authentication for users accessing Close, enhancing your organization’s overall security posture.
When a user is removed or disabled in Microsoft Entra ID, the integration automatically revokes their access to Close, ensuring that only active and authorized users maintain access to your sales platform.





