Close

Aug 6, 2024

Close Admin

Need to automatically update lead or opportunity data in Close based on data collected in Pipeline? Just follow this easy solution guide to setup this integration.

Want the automation but not the hassle of setup and maintenance?

With Managed integrations, we'll do all the heavy-lifting, so that you can focus on more important things!

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Prerequisites

You will the following before you can integrate Pipeline with Close:

  • Close account

Setup integration

To setup HighLevel integrations, go to Account Settings → Integrations

Then, click Enable to authorize Pipeline to integrate with Close:

Map fields

Standard Fields

The following standard Lead fields in Close are automatically mapped by Pipeline:

  • Name: First Name, Last Name
  • Email
  • Phone

Note, when searching for Close contacts, Pipeline uses Email as the contact's unique identifier. If the email is not found, Pipeline will automatically create the contact.

Custom Fields

Custom fields are auto-mapped by Pipeline ↔ Close in 2 ways: Field Name and Field Description.

Mapping with Field Name

Mapping with field names is the easiest way to get started. Pipeline will automatically search for Close custom fields with the same field name and update those fields with Pipeline values.

Note, the downside of this approach is that you have to keep the Close custom fields in sync with the Pipeline field names. So if you ever change the name in one app, you'll have to change it in the other.

Mapping with Field Description

Mapping with Field Description is a more flexible approach and it is our recommended approach to mapping fields.

Simply find the Close field, add the Pipeline field name into the description as Pipeline[field_name]:

 

Once entered, Pipeline will automatically map the Pipeline field to the Close custom field, even if you change the Close custom field!