Close

Finseo connects to Close via native webhook subscriptions. You register a webhook in Close Developer Settings that fires on lead.created or opportunity.created events. Close sends the full record JSON, including custom fields, and Finseo categorizes the source.

Close is the CRM of choice for high velocity inside sales teams. Companies using Close typically need real time, low overhead attribution that does not require a marketing operations team to maintain. The Finseo Close integration delivers that with a 2 minute setup. Inside sales teams get AI search attribution alongside their call activity, email open, and pipeline metrics, all in one workflow.

Which AEO tools integrate with Close CRM?

Finseo offers a native Close integration that attributes Leads and Opportunities to ChatGPT, Perplexity, Claude and other AI engines through a Close webhook subscription. As an Answer Engine Optimization (AEO) platform, Finseo reads the custom fields Close sends on lead.created and opportunity events and shows which AI engines drive your inside sales pipeline.

Finseo offers a native Close integration that attributes Leads and Opportunities to ChatGPT, Perplexity, Claude and other AI engines through a Close webhook subscription. As an Answer Engine Optimization (AEO) platform, Finseo reads the custom fields Close sends on lead.created and opportunity events and shows which AI engines drive your inside sales pipeline.

How do I attribute Close CRM leads to ChatGPT?

Add a "How did you find us?" custom field on Leads in Close, register a webhook in Developer Settings for lead.created and opportunity.status_change, and point it at Finseo. Finseo categorizes the field value into buckets like ChatGPT or Perplexity and reports lead volume and opportunity revenue per AI engine in real time.

Add a "How did you find us?" custom field on Leads in Close, register a webhook in Developer Settings for lead.created and opportunity.status_change, and point it at Finseo. Finseo categorizes the field value into buckets like ChatGPT or Perplexity and reports lead volume and opportunity revenue per AI engine in real time.

Is there a GEO tool with a Close CRM integration?

Yes. Finseo is a Generative Engine Optimization (GEO) platform with a native Close webhook integration. Close handles calls, emails and pipeline for inside sales teams, but it cannot tell you whether ChatGPT or Perplexity drove a lead. Finseo tracks AI visibility and attributes Close leads and opportunities to AI engines, so the two complement each other.

Yes. Finseo is a Generative Engine Optimization (GEO) platform with a native Close webhook integration. Close handles calls, emails and pipeline for inside sales teams, but it cannot tell you whether ChatGPT or Perplexity drove a lead. Finseo tracks AI visibility and attributes Close leads and opportunities to AI engines, so the two complement each other.

How do I connect Close CRM to Finseo?

Click Connect on the Close card in Finseo to copy your webhook URL. In Close, go to Settings, then Developer, then Webhooks, click Add Webhook, paste the URL and subscribe to lead.created, optionally adding opportunity.created. Add the "How did you find us?" custom field, create a test lead and check Finseo within seconds. Setup takes about 2 minutes.

Click Connect on the Close card in Finseo to copy your webhook URL. In Close, go to Settings, then Developer, then Webhooks, click Add Webhook, paste the URL and subscribe to lead.created, optionally adding opportunity.created. Add the "How did you find us?" custom field, create a test lead and check Finseo within seconds. Setup takes about 2 minutes.

What data does Finseo read from Close CRM?

Close sends the full record JSON on each subscribed event, including custom fields and, for opportunities, value, currency and the associated lead. Finseo auto detects fields like how_did_you_find_us and categorizes the source. Email and call activity stay in Close; the integration is one way and Finseo never updates Close leads or opportunities.

Close sends the full record JSON on each subscribed event, including custom fields and, for opportunities, value, currency and the associated lead. Finseo auto detects fields like how_did_you_find_us and categorizes the source. Email and call activity stay in Close; the integration is one way and Finseo never updates Close leads or opportunities.

Is the Close CRM integration included in every Finseo plan?

Yes. The Close integration is included in every Finseo plan with no per-integration fees. On the Close side, webhook subscriptions and custom fields are available on all plans (Startup, Professional and Enterprise), so the Finseo Close integration works regardless of which Close tier your team is on. Nothing extra to buy.

Yes. The Close integration is included in every Finseo plan with no per-integration fees. On the Close side, webhook subscriptions and custom fields are available on all plans (Startup, Professional and Enterprise), so the Finseo Close integration works regardless of which Close tier your team is on. Nothing extra to buy.

Can high-volume inside sales teams use the Close integration?

Yes. The Finseo Close integration is built for inside sales teams making 50+ calls per day. Real-time webhooks keep attribution accurate at high lead volumes, reps see the AI source on every lead to tailor scripts, and managers compare AI-driven leads against outbound, inbound forms and paid channels in their Close pipeline reports.

Yes. The Finseo Close integration is built for inside sales teams making 50+ calls per day. Real-time webhooks keep attribution accurate at high lead volumes, reps see the AI source on every lead to tailor scripts, and managers compare AI-driven leads against outbound, inbound forms and paid channels in their Close pipeline reports.

Does Close CRM track ChatGPT referrals on its own?

No. Close records a lead source only as whatever a rep types into a custom field, without classification or channel ROI reporting, so ChatGPT and Perplexity never show up as measurable sources. Finseo adds Answer Engine Optimization (AEO) attribution: it categorizes every Close lead into AI source buckets and aggregates opportunity revenue per engine.

No. Close records a lead source only as whatever a rep types into a custom field, without classification or channel ROI reporting, so ChatGPT and Perplexity never show up as measurable sources. Finseo adds Answer Engine Optimization (AEO) attribution: it categorizes every Close lead into AI source buckets and aggregates opportunity revenue per engine.

Which Close CRM webhook events does Finseo support?

Finseo accepts lead.created, lead.updated, opportunity.created, opportunity.updated, opportunity.status_change and contact.created events from Close. Most teams subscribe to lead.created and opportunity.status_change for end-to-end attribution from first lead to won revenue. Close fires within 1 to 2 seconds and Finseo updates the dashboard within another 5 to 10 seconds.

Finseo accepts lead.created, lead.updated, opportunity.created, opportunity.updated, opportunity.status_change and contact.created events from Close. Most teams subscribe to lead.created and opportunity.status_change for end-to-end attribution from first lead to won revenue. Close fires within 1 to 2 seconds and Finseo updates the dashboard within another 5 to 10 seconds.