support center

Ways to get data into Close.io

Manually add leads one at a time

Click the "New Lead" button that appears in the top toolbar Close.io

Perform a one-time migration from an old CRM product/service.

We are able to copy your data from many of the existing CRMs (Salesforce, Highrise, Capsule, PipelineDeals, Nutshell, SugarCRM, Zoho, Saleslogix, MS Dynamics, Batchbook, Base, RelateIQ, NetSuite, and more). This method allows you to copy over not only the contact information, but also Activity history, Opportunities, etc. To get started, just click your name in the top right > Lead Importer page > select your CRM from "Which CRM?"  dropdown.

Import a CSV or Excel file

If you have company or contact information in a CSV or Excel file, you can perform an import using our CSV/Excel Importer tool

Via our email forwarder address

You can forward an email to a special address and Close.io will create a new lead based on name/email in the forwarded email.

Programatically, using our API

Our REST API allows you to import data from any source. For example, use our API to pump new leads into Close.io as people signup on your website.

Using Zapier

Zapier helps you push data between popular web services. Start here or get see some step-by-step examples (e.g. connect a Wufoo Contact Form to send leads into Close.io).

Other Integrations

Close.io offers a large list of third party integrations that you can leverage to pull data into Close.io, manipulate it a number of ways, and push it out to other systems you already use!