Connect Close CRM
Connect Close CRM and put your records on the map.
Put your Close CRM accounts, contacts and deals on the map so reps can see what's nearby and managers can see coverage at a glance.
1. Open Data Sources
In GeoMaps, open the menu in the top-right corner of the map and choose Data Sources. Add a new source and select Close CRM to open its connection form.
2. Connect Close CRM
Close connects with a secure sign-in — no API key needed.
- Click Connect Close CRM and sign in to your Close account.
- Approve the access GeoMaps asks for.
- Choose the objects to import — Leads, Contacts and Opportunities.
The address lives on the Lead — Contacts and Opportunities are placed at their Lead's location automatically.
3. Choose what to map
Pick the object(s) you want to plot and confirm which field holds the address (GeoMaps suggests one for you). Every record is geocoded and dropped on the map, then kept in sync on a schedule as your data changes.
Still need help? Contact our team.