If you already use a CRM (Customer Relationship Management) tool to track your customers, you can connect it to CloseTheCall so every lead and call is synced automatically. No more copying names and phone numbers from one system to another. We support three CRMs:Documentation Index
Fetch the complete documentation index at: https://docs.closethecall.com/llms.txt
Use this file to discover all available pages before exploring further.
HubSpot
Free and paid plans. Most popular with small businesses.
Salesforce
Enterprise-grade CRM. Common in larger organisations.
GoHighLevel
All-in-one marketing platform. Popular with agencies and contractors.
How CRM sync works
What CRM Sync Does
When the AI captures a lead or logs a call, the following happens automatically:| Action | What Gets Created in Your CRM |
|---|---|
| New lead captured | A new contact/lead record with name, phone, email, and service needed |
| Call completed | A call activity/task logged against the contact with duration, summary, and outcome |
| Appointment booked | A note or task added to the contact with booking details |
Connecting HubSpot
HubSpot uses a Private App access token (OAuth2-based) for authentication. This is more secure than a simple API key — the token is scoped to only the permissions CloseTheCall needs.Enter your Private App access token
Paste your HubSpot Private App access token. To create one: go to HubSpot > Settings > Integrations > Private Apps > Create a private app. Give it Contacts and CRM read/write scopes. Copy the access token.
How do I create a HubSpot Private App?
How do I create a HubSpot Private App?
- Log into HubSpot
- Click the gear icon (Settings) in the top right
- Go to Integrations > Private Apps
- Click Create a private app
- Name it “CloseTheCall”
- Under Scopes, enable:
crm.objects.contacts.read,crm.objects.contacts.write - Click Create app, then copy the access token
Connecting Salesforce
Enter your credentials
You’ll need three things from your Salesforce Connected App:
- Client ID (Consumer Key)
- Client Secret (Consumer Secret)
- Instance URL (e.g.
https://yourcompany.my.salesforce.com)
How do I create a Salesforce Connected App?
How do I create a Salesforce Connected App?
- Log into Salesforce
- Go to Setup > App Manager > New Connected App
- Enable OAuth Settings
- Add callback URL:
https://api.closethecall.com/api/integrations/salesforce/callback - Select scopes:
api,refresh_token - Save and wait 10 minutes for it to activate
- Copy the Consumer Key and Consumer Secret
Connecting GoHighLevel
Enter your API key and Location ID
- API Key: Found in GHL Settings > Business Profile > API Key
- Location ID: Found in your GHL URL — it’s the string after
/location/
What Fields Sync
| CloseTheCall Field | HubSpot | Salesforce | GoHighLevel |
|---|---|---|---|
| Name | First Name + Last Name | Name | Contact Name |
| Phone | Phone | Phone | Phone |
| Service needed | Custom property | Description | Tags |
| Lead temperature | Custom property | Rating | Tags |
| Call summary | Note | Task | Note |
| Call duration | Note | Task | Note |
If a contact already exists in your CRM (matched by phone number or email), CloseTheCall updates the existing record instead of creating a duplicate.
How to Disconnect
For any CRM:Can I connect more than one CRM?
Can I connect more than one CRM?
Yes. You can connect all three at once if you want. Every lead and call will sync to all connected CRMs simultaneously.
What if a lead is already in my CRM?
What if a lead is already in my CRM?
CloseTheCall matches by phone number and email. If a match is found, it updates the existing contact rather than creating a duplicate.
Do I need a paid CRM plan?
Do I need a paid CRM plan?
HubSpot’s free plan works fine (Private Apps are available on all tiers). Salesforce requires a paid plan with API access. GoHighLevel requires any active subscription.
Connect your CRM
Open the Integrations page to connect HubSpot, Salesforce, or GoHighLevel.