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CRM integration

Close CRM commission workflow

Synchronize Close opportunities, contacts, users, and pipeline context into Quota Queue for reviewable commission calculations.

What the connection does

Connect Close securely

Authorize your Close organization with OAuth and keep source credentials out of spreadsheets and manual exports.

Import pipeline context

Bring opportunities, contacts, users, and status data into a consistent commission dataset.

Preserve source provenance

Synced deals remain visibly attributed to Close so owners can review mappings, exceptions, and calculation results.

Plan and tier notes

  • Free includes one CRM connection with on-demand sync.
  • Starter includes all CRM connections and automatic scheduled sync.
  • Source records, owner matching, sync history, and calculation results remain reviewable in Quota Queue.