Updating Close Leads and ContactsUpdated 09/12/2019

Accounts and Users from Hull will be sent as Leads and Contacts respectively inside Close.

How to send Accounts as Leads in Close

First, you need to mention the Accounts segments that you want to sync out. You can do so using the Account filter dropdown in the Configuration section: Screenshot 2019-12-03 at 11.49.05

Whenever a new Lead is created in Close, it needs to be defined by a lead status. This lead status comes from your own configuration of Close. Select the status in the following dropdown: Screenshot 2019-12-03 at 11.51.33

Then, define the element to identify the lead in Close and avoid duplicates: Screenshot 2019-12-03 at 11.52.56

The last step is to define which attribute on the Account inside Hull matches the field on the Close Lead. You can do using the attribute mapper inside the Leads Data Mapping: Screenshot 2019-12-03 at 11.55.14

How to send Users as Contacts in Close

Users tied to an Account in Hull will be sent as Contacts tied to a Lead in Close. You still need to define the mapping between User attributes and Lead fields: Screenshot 2019-12-03 at 11.58.00