Integrations/Close CRM

Close CRM

CRM Retention intelligence for high-velocity sales teams.

Close CRM is built for teams that move fast. The Cust integration pulls your leads, opportunities, and communication history from Close to power AI-driven retention insights.

Every call logged, email sent, and deal updated in Close becomes a signal that Cust uses to score account health and recommend proactive retention actions.

What you get

Communication History

Sync calls, emails, and SMS from Close to understand the full communication picture with each customer.

Pipeline Intelligence

Connect renewal pipeline data from Close with health scores to prioritize accounts at risk of churning.

Activity-based Scoring

Use Close activity data as inputs to Cust's health scoring - more signals mean more accurate predictions.

How it works

1

Connect Close CRM

Authenticate Cust with your Close API key - setup takes less than two minutes.

2

Map your data

Define how Close leads, contacts, and custom fields map to Cust's account model.

3

Insights start flowing

Close activity data enriches health scores and powers Retention Agent recommendations.

Ready to connect Close CRM?

See how Cust uses Close CRM data to keep more customers.

Book a Demo