Close CRM, wired
into your product
stack.
Bidirectional lead sync, webhook automation, custom reporting dashboards, and full close.com API integration — built into Laravel, React, or Flutter. Your sales team stays in Close. Your product stays in sync.
What Becomes Possible When Close Has an API
Close CRM's API is comprehensive — but most teams don't have a developer to unlock it. Here's what I build for clients.
Bidirectional Lead Sync
User signs up in your SaaS product → lead automatically created in Close with their plan, usage, and account data. Deal won in Close → product account upgraded automatically. Real-time, no manual data entry.
Product-Led Sales Triggers
When a user hits a usage threshold, starts a trial, or triggers a key event in your product — automatically create a Close task, update the lead status, or enrol them in a Close sequence.
Custom Reporting Dashboards
Pull Close activity data — calls made, emails sent, opportunities by stage, rep performance — into a custom dashboard tailored to your sales ops KPIs, beyond what Close's built-in reports provide.
CRM Data Migration
Moving from HubSpot, Salesforce, Pipedrive, or a spreadsheet into Close — clean data migration with deduplication, custom field mapping, and activity history preserved.
Real-Time Webhook Automation
Close webhooks firing into your product in real time — deal won triggers onboarding, lead status change updates your database, call completed sends a Slack notification to the right team.
Multi-System Orchestration
Close at the centre of a connected stack — syncing with your billing system (Stripe), support tool (Intercom), marketing platform (HubSpot), and product database simultaneously via a central integration layer.
What I Build with Close CRM API
From a simple lead sync to a full product-led growth infrastructure with Close at the centre.
Close CRM API Integration
Full REST API integration — read and write leads, contacts, opportunities, activities, and custom fields programmatically. Authentication, rate limit handling, and pagination all handled correctly.
Webhook Automation
Idempotent webhook handlers for Close events — lead created, opportunity won, call completed, sequence enrolled — all updating your application in real time.
Custom Reporting Dashboards
Pull Close API data into a custom React or Laravel dashboard — rep leaderboards, pipeline velocity, conversion rates, and activity trends beyond Close's native reports.
CRM Data Migration to Close
Migrate from HubSpot, Salesforce, Pipedrive, or spreadsheets into Close — clean field mapping, deduplication, activity history import, and zero data loss.
SaaS Product ↔ Close Sync
Connect your SaaS product to Close — user sign-up creates a lead, trial converts updates the opportunity, churned user triggers a win-back sequence automatically.
Multi-System Orchestration
Close + Stripe + HubSpot + your product database all in sync — a central Laravel integration layer that routes data between systems correctly without duplication.
Three Ways Close Powers Your Product
Real integration patterns built for SaaS companies using Close CRM as their sales engine.
Your product triggers Close actions automatically.
Product-led growth means your product signals sales intent — a user hits a feature limit, invites a team member, or connects a key integration. Close should know instantly.
- User hits upgrade trigger → Close lead created with full context
- Free trial started → Close sequence enrolled automatically
- High-usage account → Close task assigned to AE for outreach
- Payment failed in Stripe → Close activity logged for follow-up
Close activity updates your product in real time.
When a deal closes in Close, your product shouldn't need a manual step. Webhook-driven automation means the account is upgraded the moment the opportunity is won.
- Opportunity won → product account upgraded instantly
- Lead status → In Trial → trial activated in your product
- Contact added to Close → user created in your app
- Call note added → activity logged in your support system
Close data powering custom dashboards your team actually uses.
Close's built-in reporting hits walls fast. Custom dashboards pull exactly the metrics your team needs — blended with product data for a complete picture of the customer journey.
- Revenue pipeline blended with product trial conversion data
- Rep activity score combining Close calls + email + product demos
- Cohort analysis: leads created → trial → paid, by source
- Real-time alerts when high-value leads go cold
Close at the Centre of Your Stack
Close rarely lives alone — it works best when connected to the tools around it.
CRM Integration Work in Production
Experience from real CRM integration projects — the same patterns apply directly to Close CRM.
Global Healthcare Resources
10+ year engagement — deep HubSpot API integration syncing healthcare data bidirectionally, with Docebo LMS, Zapier automation, and Webflow CMS all connected to the same data layer. The same integration architecture applies directly to Close CRM.
Custom CRM Development
Multiple custom CRM platforms built from scratch for healthcare, real estate, and B2B SaaS clients — sales pipelines, lead scoring, activity tracking, and reporting dashboards. Same patterns, custom codebase.
Motor Scout
Dealer and agent management CRM for a vehicle listing platform — 100M+ records, lead assignment, communication history, and performance analytics. Sales team workflow built end to end.
CRM Integration Needs a Developer Who Understands Sales
A developer who's only read the Close API docs will build what the docs describe. I build what your sales team actually needs — because I've built CRMs from scratch and know what makes them get used.
CRM architecture, not just API calls
I've built CRM systems from scratch. That means I understand data modelling, pipeline logic, and sales workflows — not just how to POST to an endpoint.
Real bidirectional sync experience
10+ years of HubSpot API work for Global Healthcare Resources — production bidirectional sync, webhook reliability, and conflict resolution built and maintained over a decade.
Top Rated on Upwork, 100% JSS
Public, verifiable track record across 50+ projects — every CRM and integration project I've delivered is rated publicly on Upwork.
Full-stack means full ownership
I build the integration layer, the webhook handlers, the database sync, and any custom dashboard that surfaces the data — no handoff gaps between layers.
US, UK & AU time zones
Available for standups during your business hours — 10+ countries served without communication friction.
Multi-CRM fluency
HubSpot, Salesforce, GoHighLevel, and now Close — I move between CRM platforms without re-learning fundamentals, which means faster delivery on your integration.
Questions About Close CRM Integration
What SaaS founders and sales ops managers usually ask before starting.
Your product and Close CRM should speak the same language.
Tell me what you're building — I'll come back within 24 hours with a clear integration plan and honest quote.
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