SalesPartner
+ Close
Every conversation logged. Every appointment synced. Every status updated. Your Close CRM stays current without lifting a finger.
Close
Sales CRM built for closing deals
The CRM designed for inside sales teams. Built-in calling, email, and SMS. Trusted by high-velocity sales teams worldwide.
Your CRM. Always Current.
SalesPartner handles the conversations. Close keeps the records. Every text, every call, every appointment—automatically logged to the right Lead. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Close within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Sales-Ready
Built for inside sales teams who live in their CRM.
All Plans Supported
Works with Startup, Professional, and Enterprise.
What Gets Synced
Every meaningful interaction flows into Close automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged to lead timeline
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Appointments
Appointment Scheduled
New bookings create tasks with due dates
Appointment Rescheduled
Time changes sync to existing task
Appointment Cancelled
Cancellations logged with reason
Appointment Completed
Completion status updated
Lead Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
Qualification data syncs to lead fields
How It Works
Connect Your Close
Simple API key setup
Generate an API key in your Close Settings. Enter it in SalesPartner—connected in minutes. No OAuth complexity.
Map Your Leads
Link leads to Close records
New leads get matched to existing Close Leads by email or phone. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and books appointments. All while logging everything.
Close Updates
Activities appear in real-time
Every interaction creates a Note Activity or Task on the Lead record. Full content, timestamps, and outcomes. Zero delay.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about. What was promised.
Why Connect SalesPartner to Close
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Built for Speed
Close is built for high-velocity sales. SalesPartner keeps pace—real-time sync for fast-moving teams.
No Double Entry
Stop copying conversation notes into Close. Stop updating statuses manually. It just happens.
Unified Timeline
Close already tracks calls and emails. Now add SMS and chat—complete communication history in one view.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
SaaS Sales
Scenario:
Prospect asks about pricing via web chat
Result:
SalesPartner qualifies them, books demo. AE has full context in Close before the call.
Real Estate
Scenario:
Buyer inquires about listing via SMS
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Financial Services
Scenario:
Lead texts about loan options
Result:
Qualification complete, appointment scheduled. Advisor has full conversation history.
Technical Specifications
API Version
Close REST API
Authentication
API Key (HTTP Basic) / OAuth 2.0
Sync Direction
One-way (SalesPartner → Close)
Sync Frequency
Real-time (< 5 seconds)
Supported Plans
Startup, Professional, Enterprise
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/api/v1/activity/note/Create note activities/api/v1/task/Create tasks/api/v1/lead/{id}/Update lead fields