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, SalesforceIQ, NetSuite, and more). This method allows you to copy over not only the contact information, but also Activity history, Opportunities, etc. Learn how to migrate from your old CRM.
Import from a spreadsheet
You can import your leads and contacts from Excel, Numbers, Google Sheets, or CSV files using our Lead Importer.
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.