+
CRM & helpdesk
Close + Resool integration
Connect Close to Resool to see each contact's Close lead, lead status and opportunities in the inbox, sync contacts and leads, and add notes from chats.
What you can do with Close and Resool
In the Inbox
- See the Close contact you're talking to: name, email, phone, owner and the lead's Lead status, plus any other fields you choose to show.
- See the contact's lead (Close's company) with the lead fields you choose.
- See the lead's opportunities under Deals, with value and status (Open, Won or Lost).
- Create in Close a contact that doesn't exist there yet (Close creates a lead named after the contact), or Update in Close one that does.
- Add note: the note is added to the lead's activity, linked to the contact.
- Edit Close fields from Resool, if an admin allows it.
- View in Close to open the lead in a new tab.
In the background
- Contact sync: Close contacts that are created or updated are created or updated in Resool, using the field mapping you set. Resool adds a webhook in Close, so contact, lead and opportunity changes arrive as they happen.
- Company sync: the lead each synced contact belongs to becomes a Resool company, with its own field mapping.
Connect Close in minutes
Go to Settings › Apps in Resool, click Connect on Close and follow the steps. No code needed.
Read the setup guideFrequently asked questions
What does "Create in Close" create?
A Close contact with the Resool contact's name, email and phone. Because every Close contact belongs to a lead, Close also creates a lead named after the contact.
Where do notes added from Resool appear?
In the lead's activity in Close, linked to the contact.
Why doesn't the panel find a contact that exists in Close?
Matching needs exactly the same email or phone number in both places; even a space or a dash makes a difference. If several Close contacts match, the oldest one is used.
Can I connect more than one Close organization?
No. Each workspace connects one Close organization at a time.
More CRM & helpdesk apps
HubSpotConnect HubSpot to Resool to see each contact's HubSpot record, owner and deals in the inbox, sync contacts and companies, and add notes from conversations.
PipedriveConnect Pipedrive to Resool to see each contact's Pipedrive person, owner and deals in the inbox, sync people and organizations, and add notes from chats.
SalesforceConnect Salesforce to Resool to see each contact's Salesforce record, owner and opportunities in the inbox, sync contacts and accounts, and log notes as activities.
ZendeskConnect Zendesk to Resool to see each contact's Zendesk tickets in the inbox, create tickets with the conversation, add comments, and create tickets from workflows.
Zoho CRMConnect Zoho CRM to Resool to see each contact's Zoho record, owner and deals in the inbox, sync contacts and accounts, and add notes from conversations.Bring every customer conversation together
Start your free trial, or talk to our team and we will help you set everything up.