Spreadly Integrations CRM Integrations Close.io

Sync all your leads from Spreadly with Close.io

Q: What is the Close.io Integration for Spreadly?

The Spreadly and Close.io integration is a seamless, no-code solution designed to automate lead management. With this integration, you can automatically sync your Spreadly leads directly into your Close.io account, streamlining processes and automations.

Q: How do I export leads to Close.io?

Once your Spreadly account is connected to Close.io, your leads will sync automatically with Close.io. You can choose to have new contacts exported to Close.io automatically or manually, based on your preference.

Q: Will updates automatically sync with Close.io?

Absolutely. The Spreadly and Close.io integration automatically updates any changes made to a lead's details in Spreadly, and these updates are seamlessly passed to Close.io. No manual effort is required, reducing the risk of outdated or incorrect information.

Q: Is the integration with Close.io secure?

Yes, maintaining the security of your data is a top priority for us. The Close.io integration adheres to industry-leading security protocols, ensuring that your contact information remains private and secure. You can learn more about our data privacy here: https://spreadly.app/en/legal/privacy.

Q: Are any technical skills required to integrate with Close.io?

No, you don't need any technical skills to connect Spreadly with your Close.io account. You can directly connect to Close.io from your CRM integrations and simply confirm this by signing into your Close.io account. In some cases, the integration might require approval from your IT department.

Q: I've set up custom fields; can they be synced with Close.io as well?

Yes, you can configure the Close.io fields within the custom field attributes in Spreadly. This allows you to map the lead attribute to the corresponding field within Close.io. If you have any specific setup requirements for field mapping, feel free to contact us.