Close

Connect Close CRM to Cometly in just a few clicks and automatically trigger events when contacts, leads, or opportunities are created or updated. This sync allows you to capture meaningful milestones from your sales pipeline and attribute them to the correct marketing sources.

What You Can Do With The Close CRM Integration

Trigger Cometly Events Automatically
Fire events when a new contact, lead, or opportunity is created or updated in Close CRM.

Attribute Pipeline Revenue With Accuracy
See exactly which ads and channels are responsible for creating leads and driving deals through your pipeline.

Sync in Real-Time
As soon as data changes inside Close CRM, Cometly tracks the event and attributes it to the right campaign.

How It Works

1. Choose a Trigger Type
   Select from contact, lead, or opportunity events — and specify whether you want to track when records are created or updated.
2. Map to a Cometly Event
   Assign the CRM activity to a Cometly event like Lead, Opportunity, Closed Won, or your own custom event.
3. Start Tracking
   Once the integration is active, Cometly will listen for changes in Close CRM and sync attribution data automatically.

Available Triggers

• Contact Created – Triggers when a new contact is created
• Contact Updated – Triggers when an existing contact is updated
• Lead Created – Triggers when a new lead is created
• Lead Updated – Triggers when a lead’s data is updated
• Opportunity Created – Triggers when a new opportunity is created
• Opportunity Updated – Triggers when an opportunity is updated

Setup Instructions

1. Go to Events Manager inside your Cometly workspace
2. Click Create Event
3. Select Close CRM as the integration
4. Choose a default event (like lead) or create a custom event
5. On the next screen:
   • Choose your trigger (e.g., Lead Created, Opportunity Updated)
   • Map the CRM fields to Cometly event fields
6. Click Activate to start syncing sales activity with Cometly attribution

Why Connect Close CRM to Cometly?

• Eliminate gaps between marketing and sales data
• Understand which campaigns drive qualified leads and closed deals
• Improve your attribution accuracy with CRM-triggered events
• Automate the flow of sales data into your Cometly reports