Close Integration
Connect Close to Convertmax to sync lead, activity, and opportunity data for identity resolution, journey reporting, and revenue attribution.
A direct Close integration for CRM activity, conversation signals, and revenue visibility inside the same first-party reporting layer as your site and campaign data.
What the integration does
CRM activity sync, opportunity revenue reporting, identity graph linking, and conversation signals—built for teams that run pipeline in Close.
Sync Close call, SMS, email, lead, and opportunity activity into Convertmax so customer journeys reflect what happened in your CRM, not just on your website.
Map Close lead, conversation, and opportunity activity into normalized Convertmax events for cleaner attribution, reporting, and downstream analysis.
Store close_contact_id on identity profiles for cross-channel matching with site visitors, ad clicks, and form submissions.
Completed calls, messages, and other sales conversations become first-party signals so you can see which channels and pages drove real buying intent.
Manage the Close connection from Integrations → Connectors and keep CRM activity flowing into Convertmax alongside your other connected platforms.
Track won opportunities from Close as revenue outcomes so marketing and RevOps can connect pipeline results back to campaigns, landing pages, and touchpoints.
Built for revenue-focused attribution
Close is a strong fit when your team manages pipeline in a CRM but still needs a first-party view of which marketing activity influenced calls, conversations, and revenue outcomes.
Unified customer profiles tie Close contacts and opportunities to web journeys, campaigns, and forms so marketing can see what preceded lead updates, sales activity, and won revenue.
How it works
Add Close in Convertmax so account, lead, activity, and opportunity data can flow into your reporting layer.
Lead updates, calls, messages, emails, and opportunity changes are brought into Convertmax as first-party CRM events.
close_contact_id, email, phone, and related CRM records merge into identity profiles for attribution context.
Opportunity outcomes from Close appear in Convertmax so pipeline and won revenue can be tied back to the customer journey.
Use Close revenue and activity alongside site, campaign, and form data to understand which channels actually moved deals forward.
Questions about setup, identity stitching, or rolling this out across your stack? Email help@convertmax.io or book time with the team.