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 > Bulk Import page > "Choose Your CRM" button.
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.