Move your Salesforce CRM data into Close CRM

Every record ends up under a company. Close's primary record is the lead, which is a company, and contacts, opportunities, tasks and activities are all children of one. Your accounts become leads, and everything else arrives underneath the company it belongs to. It reads differently from Salesforce and it is the thing to look at first in the free assessment.

Yes, and this is where Close is generous. Close keeps named pipelines with ordered statuses, so your funnel is built in Close as it stands rather than flattened onto one list. A status that means won or lost in Salesforce is created as one that means won or lost in Close, so your reports add up without anybody re-marking the closing stages by hand.

Yes. The free assessment finds them, and they are created as Close custom fields on the lead, contact or opportunity they belong to before a single record is written.

They are logged as history, never sent. Every email we write into Close is written as one that has already been sent, so nothing reaches your customers and nobody is emailed twice. This is the single thing on this page we test on its own, because the failure worth being paranoid about is sending somebody's whole email archive to their own leads.

Your events, because Close builds a meeting from a synced calendar event and publishes no way to create one. Your price book, because Close prices an opportunity as a single value on the deal rather than from a catalogue. And your Salesforce notes, which we cannot read on the way out, since Salesforce keeps a note as a file rather than as an activity. You see all of it on your plan before you pay rather than after the run.

No. The mapping is written for this one direction and shown to you before anything runs, so your part is reviewing it rather than assembling it. A Salesforce field with no native home in Close can be brought along as a new custom field instead of being left behind.

You create an account and connect Salesforce, and the free assessment tells you what is in it and what it costs. Close is connected next, so we can check it against what your organization can hold. I run the migration itself and stay reachable while it does. Nothing moves until you ask for it.

Yes. Nothing is ever written back into Salesforce, we only read it. After the main load, one action brings across everything that changed in Salesforce since, so you can verify with both systems live and switch over when you are ready.

Every write into Close is recorded, so one action takes the records we wrote back out again. You can sort out what was wrong and run it again.

One price, one time, based on how many records the migration moves. The free assessment counts them in your Salesforce and gives you the exact price before you commit to anything. There is no subscription and no card form.