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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:

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.

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What CRM Sync Does

When the AI captures a lead or logs a call, the following happens automatically:
ActionWhat Gets Created in Your CRM
New lead capturedA new contact/lead record with name, phone, email, and service needed
Call completedA call activity/task logged against the contact with duration, summary, and outcome
Appointment bookedA note or task added to the contact with booking details
CRM sync happens in real time — within seconds of the call ending. You don’t need to do anything. Open your CRM and the new contact is already there.

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Connecting HubSpot

1

Go to Integrations

Click Integrations in the sidebar.
2

Find HubSpot

Click Connect on the HubSpot card.
3

Enter your API key

Paste your HubSpot Private App API key. To find this: go to HubSpot > Settings > Integrations > Private Apps > Create a private app. Give it Contacts and CRM read/write scopes. Copy the access token.
4

Click Save

The integration will test the connection. If successful, you’ll see a green Connected badge.
  1. Log into HubSpot
  2. Click the gear icon (Settings) in the top right
  3. Go to Integrations > Private Apps
  4. Click Create a private app
  5. Name it “CloseTheCall”
  6. Under Scopes, enable: crm.objects.contacts.read, crm.objects.contacts.write
  7. Click Create app, then copy the access token

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Connecting Salesforce

1

Go to Integrations

Click Integrations in the sidebar.
2

Find Salesforce

Click Connect on the Salesforce card.
3

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)
4

Click Save

The integration tests the connection using OAuth. Green badge means you’re connected.
  1. Log into Salesforce
  2. Go to Setup > App Manager > New Connected App
  3. Enable OAuth Settings
  4. Add callback URL: https://api.closethecall.com/api/integrations/salesforce/callback
  5. Select scopes: api, refresh_token
  6. Save and wait 10 minutes for it to activate
  7. Copy the Consumer Key and Consumer Secret

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Connecting GoHighLevel

1

Go to Integrations

Click Integrations in the sidebar.
2

Find GoHighLevel

Click Connect on the GoHighLevel card.
3

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/
4

Click Save

Connection is tested automatically. Green badge confirms it’s working.

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What Fields Sync

CloseTheCall FieldHubSpotSalesforceGoHighLevel
NameFirst Name + Last NameNameContact Name
PhonePhonePhonePhone
EmailEmailEmailEmail
Service neededCustom propertyDescriptionTags
Lead temperatureCustom propertyRatingTags
Call summaryNoteTaskNote
Call durationNoteTaskNote
If a contact already exists in your CRM (matched by phone number or email), CloseTheCall updates the existing record instead of creating a duplicate.

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How to Disconnect

For any CRM:
1

Go to Integrations

Click Integrations in the sidebar.
2

Click Disconnect

On the CRM card, click Disconnect.
3

Confirm

Click Yes, disconnect. Your existing CRM data is not affected — disconnecting only stops future syncing.
After disconnecting, new leads and calls will no longer sync to your CRM. You’ll need to reconnect to resume syncing. Historical data that was already synced stays in your CRM.
Yes. You can connect all three at once if you want. Every lead and call will sync to all connected CRMs simultaneously.
CloseTheCall matches by phone number and email. If a match is found, it updates the existing contact rather than creating a duplicate.
HubSpot’s free plan works fine. Salesforce requires a paid plan with API access. GoHighLevel requires any active subscription.