Close Integrations

Close Integrations

Easy to Setup, Multi-Directional Close.io Integrations. Built to Fit Your Business.

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Close.io can be integrated with other cloud systems using Bedrock Data's integration platform. Bedrock allows for integrations with certain objects in Close.io, including Leads, Contacts, Opportunities and Activities. Bedrock Close.io integrations also support any custom Lead fields that you have created, and also use the standard Contact fields that are already in the system

Closeio Integration Guide

Integrate Close With ...

CRM, Sales and ERP Systems

  • Base CRM

    Sync with Lead, User, , Contact, and Company Objects

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  • Batchbook

    Sync with Company and Person Objects

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  • Capsule CRM

    Sync with User, Opportunity, Company, and Person Objects

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  • ConnectWise

    Sync with Activity, Opportunity, Ticket, Contact, Member, and Company Objects

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  • Datanyze

    Sync with Person Objects

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  • Force Platform

    Sync with All Custom Objects

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  • Highrise

    Sync with Company, User, Deal, and Person Objects

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  • Insightly

    Sync with Task, Lead, User, Opportunity, Contact, and Organization Objects

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  • LeadMaster

    Sync with Contact Objects

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  • Microsoft Dynamics

    Sync with Task, Contact, Lead, Account, and Opportunity Objects

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  • NetSuite

    Sync with Case, Calendar Event, Lead (Company), Contact, Opportunity, Prospect (Company), Customer (Individual), Prospect (Individual), Lead (Individual), and Customer (Company) Objects

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  • Nimble

    Sync with Company and Contact Objects

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  • PhoneBurner

    Sync with Contact, Account, and Activity Objects

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  • Pipedrive

    Sync with Activity, Organization, Deal, User, and Person Objects

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  • PipelineDeals

    Sync with Company, User, Deal, Note, and Person Objects

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  • QuotaFactory

    Sync with Activity, Organization, and Contacts Objects

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  • Repsly

    Sync with Visit, Purchase Order, and Client Objects

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  • Salesforce CRM

    Sync with Case, Task, Lead, User, Opportunity, Account, and Contact Objects

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  • Solve

    Sync with Company and Contact Objects

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  • Sugar CRM

    Sync with Opportunity, User, Lead, Note, Contact, and Account Objects

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  • Suite CRM

    Sync with User, Lead, Opportunity, Contact, and Account Objects

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  • Veeva CRM

    Sync with User, Contact, Account, and Personaccount Objects

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  • Vtiger CRM

    Sync with Contact, Event, Account, User, Lead, and Opportunity Objects

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  • WORK[etc]

    Sync with Company and Contact Objects

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  • Zoho

    Sync with Account, Lead, Contact, User, Potential, Task, and Invoice Objects

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Marketing, Email and Event Systems

  • Act-on

    Sync with List and Contact Objects

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  • Constant Contact

    Sync with Contact and List Objects

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  • Cvent

    Sync with Contact, Registration, Event, and Session Objects

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  • Eloqua

    Sync with Contact and Account Objects

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  • Eventbrite

    Sync with Attendee, Event, and Order Objects

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  • GoToWebinar

    Sync with Webinar, Registrant, and Attendee Objects

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  • HubSpot

    Sync with Deal, Contact, Company, Owner, Engagement, and Timeline Objects

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  • iContact

    Sync with List and Contact Objects

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  • Infusionsoft

    Sync with Contact, Opportunity, and Company Objects

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  • MailChimp

    Sync with Member and List Objects

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  • Marketo

    Sync with Activity, Lead, Interesting Moments, Opportunity, and Company Objects

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  • Pardot

    Sync with Prospect, Prospect Account, and Opportunity Objects

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  • Universe

    Sync with Attendee and Event Objects

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  • Webex Event Center

    Sync with Event, Attendee, and History Objects

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Financial, Support and E-commerce Applications

  • Desk

    Sync with Case, Customer, Company, and User Objects

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  • Freshdesk

    Sync with Ticket, Contact, Agent, and Company Objects

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  • Help Scout

    Sync with Conversation, Customer, and User Objects

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  • Intercom

    Sync with User, Company, and Conversation Objects

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  • Mojo Helpdesk

    Sync with Agent, User, and Ticket Objects

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  • Recurly

    Sync with Invoice, Plan, Account, and Subscription Objects

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  • Shopify

    Sync with Customer, Order, and Product Objects

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  • Zendesk

    Sync with Organization, Ticket, and User Objects

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See an Integration in Action

Bedrock integrations include continuous syncing, updating of data and awesome support.