Ensure your entire sales team follows a consistent sales process using Process Street. With this integration enabled, each contact added to Close will have a link that points to your checklists in Process Street. Once a checklist is filled for a specific contact, you can bring that checklist data back into Close. Common use cases include sales qualification, client onboarding, and proposal and invoice generation.
Back to all Integrations
Process Street
More integrations from Close
CentifyTurn your Close pipeline into real-time sales commissions — no spreadsheets needed
ClayEnrich, automate, and sync Close data from Clay
ClonePartnerClonePartner's migration process is built by engineers who understand data deeply and value precision and speed.
Close MCPAccess your Close data with any compatible AI model or agent
ComplilyAnalyze Close calls for compliance using AI-powered auditing
Customer.ioSend Close contacts to Customer.io for email campaign automation
DatabarEnrich Close data with real-time, code-free data collection
DialerSyncSync calls, dispositions, and contacts between Dialer.io and Close in real time