How to send Close.io leads to Hubspot CRM
AM

Akhil Mk

Created Dec 12, 2021

How to send Close.io leads to Hubspot CRM

1
    z

Zapier

9 Steps
1

Signup for zapier and search for the Close app

Signup for zapier and search for the Close app
2

Click on Close

Click on Close
3

Click on Choose an event

Click on Choose an event
4

Click on Triggers when a new lead is created.

Click on Triggers when a new lead is created.
5

Click on Continue

Click on Continue
6

Click on Sign in to Close

Click on Sign in to Close
7

Click on Settings > API Keys

Click on Settings > API Keys
8

Now create a new API key from Close

Now create a new API key from Close
9

Name it "hubspot" and create

Name it "hubspot" and create
    a

Close

7 Steps
10

Copy it

Copy it
11

Click on Continue

Click on Continue
12

Click on Choose value…

Click on Choose value…
13

Click on Interested

Click on Interested
14

Click on Continue

Click on Continue
15

Click on Test trigger

Click on Test trigger
16

After testing Close zap setup, search for the Hubspot zap

After testing Close zap setup, search for the Hubspot zap
    z

Zapier

6 Steps
17

Click on Create a Contact

Click on Create a Contact
18

Click on Continue

Click on Continue
19

Now Sign in to HubSpot

Now Sign in to HubSpot
20

Click on Connect app

Click on Connect app
21

Click on Continue

Click on Continue
22

Match the properties from Close contacts to Hubspot contacts and you're done!

Match the properties from Close contacts to Hubspot contacts and you're done!
Well done!
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