Confluence
Close
Confluence and Close Integration
Seamlessly connect your sales CRM with your team’s knowledge hub to boost productivity and close deals faster.
Seamlessly connect your sales CRM with your team’s knowledge hub to boost productivity and close deals faster.
The Confluence and Close integration bridges your sales and collaboration workflows by syncing customer data, notes, and updates directly between Close CRM and Confluence. This powerful connection enables sales teams to access critical deal information alongside project documentation, ensuring everyone stays aligned and informed without switching apps. Automate status updates, embed Close contacts and activities into Confluence pages, and streamline your sales process with a unified workspace.
This integration centralizes sales data and team knowledge, reducing manual data entry and improving communication. Sales reps can quickly reference customer information within Confluence, while project teams stay updated on deal progress, leading to faster decision-making and increased sales efficiency.
To set up the integration, connect your Close account within Confluence via the integration settings. Authenticate your credentials, select the relevant projects or spaces, and configure the sync preferences to start embedding Close data into your Confluence pages.
Yes, you can customize which Close data—such as contacts, deals, activities, and notes—appears in Confluence. This allows you to tailor the integration to your team’s specific workflows and ensure only relevant information is shared.
Absolutely. The integration uses encrypted connections and adheres to industry-standard security protocols to protect your data. We also comply with major data privacy regulations to ensure your information remains safe and confidential.
Yes, the integration supports near real-time syncing, so changes made in Close or Confluence are quickly reflected in the other platform, keeping your team up-to-date without delays.
