The Close integration is part of the Salesmsg App Marketplace, it syncs contacts bidirectionally between Close and Salesmsg and lets you create contacts in Close directly from Salesmsg workflows, so your team can run AI-powered conversations inside the tools you already use.
Connect the Integration
Go to the App Marketplace page in Salesmsg.
Find the Close integration and select it.
Click Connect and authorize access to your Close workspace.
Once authorized, the integration status updates to connected.
Import a Close Contact into Salesmsg
In your Close account, go to Contacts and create a new contact.
Wait approximately 10 minutes for the contact to sync.
In Salesmsg, go to Contacts and click Create.
Enter the contact's phone number, then select the Close tab.
Select the matching contact from the list and confirm. The contact is created in Salesmsg and linked to your Close record.
Sync Contact Updates
Changes made in Close (such as name or email) sync to Salesmsg within approximately 10 minutes. To verify, open the contact in Salesmsg after the sync window and confirm the fields reflect the latest data from Close.
Changes made in Salesmsg (such as first name, last name, or email) sync to Close immediately. To verify, open the contact record in Close and confirm the updated fields appear.
Create Close Contacts from a Workflow
Use Salesmsg workflows to automatically create and update contacts in Close based on conversation activity, keeping your CRM data current without manual entry.
Go to Workflows and create a new workflow.
Configure your workflow steps, then add a Close action.
Map your Salesmsg contact fields to the corresponding Close fields.
Activate the workflow.
Go to Contacts, select the contact you want to enroll, and enroll them in the workflow.
In Close, go to Contacts and confirm the new contact was created with the data from your workflow.
Frequently Asked Questions
Will text messages log back to Close?
Not at this time. To view your messages from Close, the Salesmsg Chrome Extension is the recommended alternative.
Do I need to create a Salesmsg trigger to send a text from Close?
Yes. When setting up your trigger, open the Integrations dropdown and select Close to connect it to your workflow.
How can I tell if my integration has been disconnected?
If an error on either Close or Salesmsg disconnects the integration, you will see a status bar at the top of your Salesmsg conversations page the next time you log in. The banner indicates your integration is disconnected and prompts you to reconnect.
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