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Close Integration

Connect your Close CRM account to Formstack to automatically generate custom sales documents.

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Turn leads into customers

With Formstack Documents, you can automatically import lead or customer information from Close CRM into documents such as proposals and presentations.
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Integration Overview

Partner Overview

Use the integration to:

What You Need

How It Works

Generate Documents

Shorten the sales cycle and increase revenue with instant, custom sales documents.

Map Data

Save time and eliminate manual data entry by mapping lead information to fields in your branded document templates.

Deliver Anywhere

Quickly deliver documents to leads via email, third-party integrations, or with Formstack Sign.

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To learn more about this integration, please visit this help article.

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Integration Overview

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Partner Overview

Use the integration to:

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