Close integration overview

Overview

Close is a customer relationship management (CRM) platform designed for sales and revenue teams. Persona’s integration with Close allows workflows to create, retrieve, update, and manage contact records directly within Close.

This integration helps organizations synchronize customer information between Persona and Close, reducing manual data entry and improving data consistency across systems.

Benefits

Automated CRM Synchronization

Automatically create and update contact records based on Persona workflow events.

Improved Data Accuracy

Keep customer information synchronized between operational systems and Close.

Reduced Manual Work

Eliminate repetitive CRM updates and streamline operational workflows.

Integration Features

Persona’s Close integration supports contact management workflows. Key capabilities include:

• List Contacts
• Create Contact
• Fetch Contact
• Update Contact

Close Operations Overview

List Contacts Workflow Action Step

Returns a paginated list of contacts from Close.

Configuration Steps:

Optionally provide:

• Lead ID
• Limit
• Skip value
• Specific fields to return

This action supports filtering contacts by lead and retrieving paginated contact records.

Create Contact Workflow Action Step

Creates a new contact in Close.

Configuration Steps:

Optionally provide:

• Lead ID

Provide contact information such as:

• Name
• Title
• Email addresses
• Phone numbers
• URLs

Note: If no Lead ID is supplied, Close automatically creates a new lead associated with the contact.

Fetch Contact Workflow Action Step

Retrieves information for a specific contact.

Configuration Steps:

Provide values for required fields:

• Contact ID

This action returns contact details including names, emails, phone numbers, URLs, timestamps, and associated lead information.

Update Contact Workflow Action Step

Updates an existing Close contact.

Configuration Steps:

Provide values for required fields:

• Contact ID

Optionally update:

• Name
• Title
• Email addresses
• Phone numbers
• URLs

This action is useful for keeping CRM records synchronized as customer information changes.

FAQs

Does the integration support updating existing contacts?

Yes. Existing contacts can be updated directly from Persona workflows.

Can I limit the number of contacts returned?

Yes. The List Contacts action supports pagination parameters such as limit and skip.

Can I retrieve contacts associated with a specific lead?

Yes. The List Contacts action supports filtering by Lead ID.