Simple Contact Lookup Solutions for Close CRM Issues

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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

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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.
Sources: Lookup Object with Close Close integration overview | Documentation | Clay University
Jamie Mumford
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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.

Channeled
APP
·
·
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.
Sources: Lookup Object with Close Close integration overview | Documentation | Clay University
Jamie Mumford
·
·
no
Channeled
APP
·
·
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.