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.

1. 01

   Lead source attribution

   When a new Lead is created, capture the AI source from a custom field. See lead volume per AI engine in real time.

2. 02

   Opportunity revenue tracking

   On opportunity.created, capture the value plus AI source. Attribute pipeline revenue to ChatGPT, Perplexity, Claude, and other engines.

3. 03

   High volume inside sales

   Close is built for teams making 50+ calls per day. Real time webhooks keep attribution accurate even at high lead volumes.

4. 04

   Sales rep context

   Reps see the AI source per lead in Close. Tailor scripts and outreach based on which engine drove the lead.

5. 05

   Channel ROI analysis

   Compare AI driven leads against outbound, inbound forms, and paid channels in your Close pipeline reports.

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 attribution alongside their call activity, email open, and pipeline metrics, all in one workflow.

1. 01

   Get your Finseo webhook URL

   In Finseo, click Connect on the Close integration card to reveal your project webhook URL.

2. 02

   Open Close Developer settings

   In Close, go to Settings, then Developer, then Webhooks.

3. 03

   Add a webhook subscription

   Click Add Webhook. Set the URL to your Finseo webhook URL. Subscribe to lead.created events. Optionally add opportunity.created for revenue tracking.

4. 04

   Add a custom field

   In Close Settings, then Custom Fields, add "How did you find us?" as a text field on Leads. Close includes all custom fields in webhook payloads.

5. 05

   Test and activate

   Create a test lead with the attribution value. Check the Finseo Attribution dashboard within seconds.

How does Finseo connect to Close?

Via Close native webhook subscriptions. You register a webhook in Close Developer Settings that fires on lead and opportunity events. Close sends a JSON payload with the full record including custom fields. No third party tools or middleware needed.

Via Close native webhook subscriptions. You register a webhook in Close Developer Settings that fires on lead and opportunity events. Close sends a JSON payload with the full record including custom fields. No third party tools or middleware needed.

What Close plan do I need?

Webhook subscriptions are available on all Close plans (Startup, Professional, Enterprise). Custom fields are also available on all plans. The Finseo integration works regardless of plan tier.

Webhook subscriptions are available on all Close plans (Startup, Professional, Enterprise). Custom fields are also available on all plans. The Finseo integration works regardless of plan tier.

What events can I subscribe to?

lead.created, lead.updated, opportunity.created, opportunity.updated, opportunity.status_change, contact.created. Most teams subscribe to lead.created and opportunity.status_change for end to end attribution.

lead.created, lead.updated, opportunity.created, opportunity.updated, opportunity.status_change, contact.created. Most teams subscribe to lead.created and opportunity.status_change for end to end attribution.

How do I capture AI source in Close?

Add a custom field "How did you find us?" on Leads in Close Settings. Reps fill it in during qualification, or you can populate it via API from your form provider. The custom field appears in the webhook payload and Finseo auto-detects it.

Add a custom field "How did you find us?" on Leads in Close Settings. Reps fill it in during qualification, or you can populate it via API from your form provider. The custom field appears in the webhook payload and Finseo auto-detects it.

Can I attribute revenue from Close opportunities?

Yes. Subscribe to opportunity.status_change events. The webhook payload includes opportunity value, currency, and the associated lead with custom fields. Finseo aggregates revenue per AI engine over any period.

Yes. Subscribe to opportunity.status_change events. The webhook payload includes opportunity value, currency, and the associated lead with custom fields. Finseo aggregates revenue per AI engine over any period.

Does this work with Close email and call activity?

The integration focuses on attribution data (where leads come from). Email and call activity stay in Close natively. If you want to combine call activity with attribution data for richer analytics, use Zapier to bridge Close activity to Finseo metadata.

The integration focuses on attribution data (where leads come from). Email and call activity stay in Close natively. If you want to combine call activity with attribution data for richer analytics, use Zapier to bridge Close activity to Finseo metadata.

Is the integration real time?

Yes. Close fires webhooks within 1 to 2 seconds of the trigger event. Finseo processes the payload and updates the dashboard within another 5 to 10 seconds. Total latency is under 15 seconds.

Yes. Close fires webhooks within 1 to 2 seconds of the trigger event. Finseo processes the payload and updates the dashboard within another 5 to 10 seconds. Total latency is under 15 seconds.

Can the agent update Close leads?

Not currently. The integration is one way (Close to Finseo). For bidirectional sync (e.g. updating Close leads with AI visibility data), contact us about a custom integration.

Not currently. The integration is one way (Close to Finseo). For bidirectional sync (e.g. updating Close leads with AI visibility data), contact us about a custom integration.