IntegrationsCRM
Close
Push CatchIntent leads into Close as leads with full context.
Send leads to Close so your team can call and email them from the CRM.
Connect
Open Integrations
Go to the Integrations screen and select Close.
Authorize
Sign in to Close and approve access so CatchIntent can create leads and contacts.
Confirm the connection
Close now appears as a push destination on every lead.
What gets created
| In CatchIntent | In Close |
|---|---|
| Company | Lead |
| Person | Contact on that lead |
| Reason it surfaced | Note on the lead |
| Drafted opener | Note on the lead |
Existing records are updated rather than duplicated.
Pushing
Push one lead from its detail view or several from the leads list. Pushed leads move to the Pushed status. A missing email does not block the push.