Close + Make

Close to Make Integration - Built by Harvard-educated Experts

Tired of copying data between Close and Make by hand? Our Harvard-educated automation team builds a custom integration that syncs your data in real time - set up in 2 weeks.

8+ hours/week

Saved weekly

12+

Years experience

98%

Client retention

One-way

Sync direction

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Why Connect Close to Make?

Reporting across Close and Make requires painful manual exports and spreadsheet merges

Make adds complexity: steeper learning curve than Zapier, particularly for non-technical users unfamiliar with the concepts of routers, iterators, and data mapping

Client engagement details in Close and time-tracking data in Make do not align, making billing inaccurate

Transaction data in Close requires manual verification against Make, increasing audit risk

Manually copying data between Close and Make wastes hours every week that could be spent on revenue-generating work

No single source of truth when leads live in two disconnected tools, so staff second-guess which system has the correct information

How We Help

For Professional Services and Financial Services businesses across Australia, the disconnect between Close and Make is a daily frustration. Our custom integration bridges your crm & sales and automation systems, ensuring leads and contacts flow seamlessly without manual intervention. On the technical side, Close uses a REST + Webhook API with API key authentication, which our team handles as part of the build.

Unlock Make Value

Make stands out because visual scenario builder with a node-based interface is more intuitive for complex multi-step workflows than Zapier linear approach. Integrating it with Close means your team gets this benefit with complete, accurate data flowing in automatically.

Real-Time Visibility Across Teams

When a record updates in Close, every team member working in Make sees the change instantly. No lag, no stale dashboards, no conflicting reports.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Close and Make. Custom field mappings, business rules, and error handling included.

Built-In Error Handling and Alerts

Our integrations include automatic retries, error queuing, and real-time notifications. If something fails between Close and Make, your team knows immediately and the system self-recovers where possible.

Close to Make Use Cases

Automated error handling and retry for Close/Make sync

When a sync between Close and Make fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Data Mapping

How data flows between Close and Make

Close	→	Make	Notes
Close Record IDs	→	Make External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication
Close Owner/Assignee	→	Make Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
Close Timestamps	→	Make Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Close Contacts	→	Make Custom Fields	Contacts data from Close stored in Make custom fields for reference
Close Calls	→	Make Custom Fields	Calls data from Close stored in Make custom fields for reference
Close Activities	→	Make Custom Fields	Activities data from Close stored in Make custom fields for reference
Close Leads	→	Make Custom Fields	Leads data from Close stored in Make custom fields for reference
Close Opportunities	→	Make Custom Fields	Opportunities data from Close stored in Make custom fields for reference

Close + Make Integration FAQ

Absolutely. Custom field mapping is a core part of every integration we build. Whether it is custom properties in Close or user-defined fields in Make, we map them precisely to your requirements. We can also transform data formats, apply business rules, and handle conditional mappings.

Integration pricing depends on complexity, including the number of data objects synced (leads, contacts, opportunities), sync direction, custom business rules, and volume. Most Close to Make integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.

Yes. Close supports webhooks for instant event notifications, and Make also provides webhook support for bidirectional triggers. Changes in Close are reflected in Make within seconds. For high-volume scenarios, we implement queuing to handle peak loads without data loss.

By default, we configure Close to Make as a one-way sync, but bi-directional sync is possible if your workflow requires it. We will assess the best approach during the discovery session.

Our integrations include retry logic and error queuing. If Make is temporarily down, changes are queued and replayed once the system recovers. You will receive alerts for any sync failures that need attention. No data is lost during outages.

Most Close to Make integrations are completed within 2 weeks. We start with a discovery session to understand your specific workflow, then build and test the integration. Complex setups with custom business logic may take up to 4-8 weeks.

We map crm & sales data like leads and contacts from Close to the corresponding automation structures in Make. Our team handles data transformation, validation, and conflict resolution between the two system types.