Close more deals by keeping your prospect data up-to-date and in sync with data in your warehouse
Overview
Your leads and prospects expect you to have the necessary context before engaging with them. You can accomplish this by syncing lead and prospect data from your data warehouse to Close. You no longer need to worry about executives chasing the wrong leads or engaging with warm ones without proper context.
Supported syncing
| Sync Type | Description | Supported Sync Modes | API Reference |
|---|---|---|---|
| Lead | Sync data from any source to Leads | Upsert, Update | Lead docs |
| Contact | Sync data from any source to Contacts | Upsert, Update | Contact docs |
| Opportunity | Sync data from any source to Opportunities | Upsert, Update | Opportunity docs |
| Note Activity | Sync data from any source to Note activities | Insert, Update | Note docs |
| Custom Activity | Sync data from any source to custom activities | Upsert, Update | Custom Activities docs |
When inserting Note activities, Hightouch creates and attaches new Note activities to the Lead object you specify in your sync configuration.
For more information about sync modes, refer to the sync modes docs.
Connect to Close
Go to the Destinations overview page and click the Add destination button. Select Close and click Continue. You can then authenticate Hightouch to Close with a Close API key.
You can generate a Close API Key in your Close account under Settings > API Keys.
For more information, refer to Close's docs.
Sync configuration
Once you've set up your Close destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. Go to the Syncs overview page and click the Add sync button to begin. Then, select the relevant model and the Close destination you want to sync to.
Record matching
You can match rows from your model to Close records on any unique property.
You must match Contacts by either email or the contact's ID.
Field mapping
Use field mapping to sync any model columns to Close's default and custom fields.
Tips and troubleshooting
Common errors
To date, our customers haven't experienced any errors while using this destination. If you run into any issues, please don't hesitate to . We're here to help.
Live debugger
Hightouch provides complete visibility into the API calls made during each of your sync runs. We recommend reading our article on debugging tips and tricks to learn more.
Sync alerts
Hightouch can alert you of sync issues via Slack, PagerDuty, SMS, or email. For details, please visit our article on alerting.