Syncing Close data with HullUpdated 09/12/2019

Close is a CRM that works with two main objects: Leads and Contacts. Leads are companies or organizations and can contain Tasks, Opportunities,... Contacts are individual people within a company or organization and are thus linked to Leads.

How to fetch Leads from Close inside Hull

First, inside the settings of the Close connector, go to the dropdown where you can define the element that will identify the account in Hull. This can be a domain or an external_id.

Then, inside the Leads Data Mapping section, define the list of fields to fetch from Close.io.

How to fetch Contacts from Close inside Hull

The Close connector will fetch Contacts linked to Leads as Users inside Hull.

To ingest Contacts in Hull, you just need to define the list of contact fields to fetch from Close.io inside the Contact Data Mapping section: