Close CRM Integration

Connect your Close CRM account to track leads, contacts, and deals in Precision. Build metrics and scorecards using your pipeline data—without building spreadsheets.

Companies

What they are: Your leads and customers. In Close, these are called "Leads."

Common metrics:

Total companies by status (MQL, SQL, Customer)
New companies this week/month
Companies by owner
Companies by industry or location
Status change counts (Lead → MQL, MQL → SQL)

Available filters:

Company name — Search or filter by name
Status — Lead, MQL, SQL, Customer (or your custom statuses)
Industry — Filter by industry classification
Employee count — Filter by company size
Location — Filter by city, state, or country
Owner — Which team member owns this account
Status changed date — When they entered their current status
Created date — When the company was added to Close
Updated date — Last time the company was modified
Custom fields — Any custom fields you've set up in Close (Annual Revenue, Lead Source, etc.)

Contacts

What they are: Individual people at your companies.

Common metrics:

Total contacts by company
New contacts this week/month
Contacts by email domain
Contacts by country

Available filters:

Contact name — Search or filter by first/last name
Company — Which company they work for
Email domain — Filter by domain (e.g., @acme.com)
Phone country — Filter by phone number country code
Owner — Which team member owns this contact (inherited from company)
Created date — When the contact was added to Close
Updated date — Last time the contact was modified
Custom fields — Any custom fields you've set up in Close

Deals

What they are: Sales opportunities with monetary value. In Close, these are called "Opportunities."

Common metrics:

Total pipeline value
Weighted pipeline value (value × probability)
Deal count by stage
Deal count by owner
Win rate (% of deals won)
Average deal size

Available filters:

Deal value — Filter by deal size
Stage — Discovery, Demo, Negotiation, Closed (or your custom stages)
Pipeline — Which sales pipeline this deal is in
Status — Active, Won, or Lost
Probability — Win probability percentage
Confidence — Rep's confidence score (0-100)
Owner — Which sales rep owns this deal
Company — Which company this deal is associated with
Contact — Primary contact for this deal
Billing period — One-time, monthly, or annual
Close date — When the deal closed (or expected close date)
Created date — When the deal was created
Updated date — Last time the deal was modified
Custom fields — Any custom fields you've set up in Close (Contract Type, Deal Source, etc.)

Historical Data

Precision tracks the full history of your Close data, not just the current state. This means you can build metrics for any time period and compare trends over time.

Example: "How many MQLs did we have on November 1, 2025?" returns the accurate count even if those companies have changed status since then.

Custom Fields

All custom fields you've created in Close are automatically available in Precision. No configuration needed.

You can filter, group, and build metrics using any custom field—just like standard fields.

Common Questions

Can I filter by multiple criteria?

Yes. Combine any filters to build the exact segment you need. Example: "MQL companies in California with Annual Revenue over $10M."

What if I rename a custom field in Close?

No problem. Precision uses stable field IDs behind the scenes, so renaming a field in Close won't break your historical reports or metrics.

Can I see who made changes?

Yes. Every record includes "created by" and "updated by" so you can track team activity.