Simple Contact Lookup Solutions for Close CRM Issues

Jamie M. · 2025-03-14T18:29:10.605784+00:00

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

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

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