Close

Send Interested leads to Close

1. In Salesteam, open Settings → Integrations → Close, choose when people go in and from which campaigns, and click Connect Close. Close opens: click Allow, and you’re back in Salesteam.
2. Or use an API key: in Close, open Settings → Developer → API Keys, click + New API Key, name it Salesteam and copy the key (Close shows it only once). Paste it in Salesteam’s Close window (under Advanced when Connect Close is offered) and click Connect. Salesteam checks the key by reading your account.
3. Click Send test.

Like every CRM, Close gets a person once they reach the stage you chose: Interested (marked in the inbox, by AI reply tags, or with an outcome from Interested on), Meeting booked or Won, from the campaigns you chose. Nobody else goes in. Each person becomes a Close contact with their LinkedIn URL, under their company’s lead (the one already in Close, or a new one), with a note. Someone already in Close is found by email or LinkedIn link, so they aren’t added twice. From then on, each reply and booked meeting adds a note with what happened. Salesteam only fills in what a contact lacks, like a missing title or LinkedIn link, and never changes or deletes anything in Close.

Import people from Close

In Salesteam, open Leads → Add leads → Import from CRM → Close and pick a Smart View, or everyone with a LinkedIn link. Contacts without a LinkedIn profile link are counted and skipped. It only reads Close: nothing there changes.