GoFormz
Close
Gong and Close Integration
Seamlessly connect GoFormz with Close to automate your sales workflows and enhance data accuracy.
Seamlessly connect GoFormz with Close to automate your sales workflows and enhance data accuracy.
The GoFormz and Close integration empowers sales teams to capture field data digitally and sync it directly with Close CRM. Instantly convert completed GoFormz forms into actionable Close leads, contacts, or opportunities, streamlining follow-ups and improving sales pipeline visibility. This integration eliminates manual data entry, reduces errors, and accelerates your sales cycle by ensuring your CRM is always up-to-date with real-time field insights.
Completed GoFormz forms can be mapped to Close leads, contacts, or opportunities, including custom fields, enabling comprehensive data transfer tailored to your sales process.
Simply connect your GoFormz and Close accounts through the integration settings, configure your form-to-CRM mapping, and enable automatic syncing to start transferring data seamlessly.
Yes, you can select specific forms or form templates to sync, and define rules to control when and how data is transferred to Close.
Yes, once a form is completed in GoFormz, the data is automatically pushed to Close in real-time, ensuring your sales team has immediate access to the latest information.
Absolutely. Both GoFormz and Close offer dedicated support teams to assist you with integration setup, troubleshooting, and optimization.
