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Simple Contact Lookup Solutions for Close CRM Issues

Avatar of Jamie M.Jamie M.
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Hi, Is there a simple way to have a contact lookup in close crm? Currently having some difficulty with the ootb tool

3 comments

  • Avatar of Channeled
    Channeled
    APP
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    Yes, we offer a simple way to lookup contacts in Close CRM through our integration. Here's how you can do it: 1. Use our "Lookup Object with Close" action in Clay. 2. Select your Close account. 3. Specify that you're looking up a Contact object. 4. Build your query using Close's Visual Query Builder to filter contacts. Copy the output and paste it into Clay, adjusting it to include your Clay variables. This integration allows you to retrieve detailed information about contacts, including custom fields, associated opportunities, and communication history.

  • Avatar of Jamie M.
    Jamie M.
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    no

  • Avatar of Channeled
    Channeled
    APP
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    This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.