CRM Integrations & Technical Setup

Supported platforms (Close and others), configuration and technical setup.

2 resources

Close CRM and ASM Handoff Workflow

The Week 2, Day 7 AE onboarding workshop on Close: reviewing the record before every call, writing notes another person can continue, choosing accurate dispositions, creating follow-up tasks specific enough to execute, and advancing pipeline stages on evidence. It closes with the four steps that follow Closed Won and the five sections the ASM Handoff Form must answer.

Curriculum·Updated Aug 26, 2026·7 min read

CRM Integrations & Technical Setup

Close CRM Integration for Campaign Audits

How to enrich a GOAL campaign audit with client context from Close CRM using the Close MCP connector tools. Covers the five lookups, field mapping, activity enrichment, error handling and privacy rules.

Reference·Updated Jul 6, 2026·8 min read