SalesPartner
+ Close
Your Close contacts sync into SalesPartner. Every conversation syncs back to Close. Contacts flow in. Activities flow back. Zero data entry.
Close
Sales CRM built for closing deals
The CRM designed for inside sales teams. Built-in calling, email, and SMS. Trusted by high-velocity sales teams worldwide.
Your Contacts. Always In Sync.
Connect Close once. Your contacts flow into SalesPartner — names, emails, phones, deal stages, custom fields. SalesPartner handles the conversations and logs every activity back to the right contact in Close. Your team sees the full picture on both sides.
Contacts Flow In
Your Close contacts sync into SalesPartner with smart field mapping.
Activities Flow Back
Every conversation and appointment appears on the Close timeline within seconds.
Team Visibility
Sales reps see all interactions in Close before their calls.
All Plans Supported
Works with Solo, Essentials, Growth, and Scale.
What Gets Synced
Contacts come in. Activities go back. Everything stays current without you touching a thing.
Contact Import
Contact Imported
Names, emails, phones, job titles, and org pulled in
Fields Mapped
Smart field mapping matches Close properties to SalesPartner fields
Contact Updated
Changes in Close sync on schedule — contacts stay current
Custom Fields
Deal stages, custom properties, and tags carry over
Conversations
Started
New conversation opened with a lead
Status Change
Conversation moved to a new stage
Messages
Received
Inbound message from lead captured
Sent
Outbound reply logged with full content
Scheduled
Future message queued and tracked
Failed
Delivery failure logged with error details
Cancelled
Scheduled message cancelled before send
Events
Scheduled
New appointment booked on the calendar
Rescheduled
Time or date changed on existing booking
Cancelled
Appointment cancelled with reason logged
Reminder
Reminder sent to lead before appointment
Calls
Incoming
Inbound call from lead recorded
Outgoing
Outbound call to lead recorded
Connected
Call answered and conversation started
Ended
Call completed with duration logged
Missed
Unanswered call flagged for follow-up
Voicemail
Voicemail left and transcription logged
Contacts
Enhanced
Enriched contact data synced back to CRM
How It Works
Connect Your Close
Paste your API key
Grab your API key from Close settings, paste it into SalesPartner. One-time setup, takes about a minute.
Map Your Fields
Smart mapping does the heavy lifting
SalesPartner reads your Close fields and maps them to contact fields. Names, emails, phones, deal stages, custom fields — all matched up. Review and adjust if needed.
Contacts Sync In
Your Close contacts flow into SalesPartner
Existing contacts are imported with deduplication. New contacts sync on schedule. No duplicates, no stale data.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds, qualifies them, and books appointments — while logging everything back to Close.
Close Stays Current
Every activity on the contact timeline
Conversations appear as notes. Appointments logged. Status changes update Contact fields. Your team sees the full picture before every call.
Why Connect SalesPartner to Close
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Built for Speed
Close is built for high-velocity sales. SalesPartner keeps pace—real-time sync for fast-moving teams.
No Double Entry
Stop copying conversation notes into Close. Stop updating statuses manually. It just happens.
Unified Timeline
Close already tracks calls and emails. Now add SMS and chat—complete communication history in one view.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
SaaS Sales
Scenario:
Prospect asks about pricing via web chat
Result:
SalesPartner qualifies them, books demo. AE has full context in Close before the call.
Real Estate
Scenario:
Buyer inquires about listing via SMS
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Financial Services
Scenario:
Lead texts about loan options
Result:
Qualification complete, appointment scheduled. Advisor has full conversation history.
Technical Specifications
API Version
Close REST API v1
Authentication
Basic Auth (API key)
Sync Direction
Contacts in, Activities out
Inbound Sync
Scheduled (incremental)
Outbound Sync
Real-time (< 5 seconds)
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/api/v1/contact/Import contacts into SalesPartner/api/v1/activity/note/Log conversation activitiesCommon Questions
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