Close + Microsoft 365

Close + Microsoft 365 Integration - Save 8+ hours/week Every Week

Australian Professional Services businesses rely on both Close and Microsoft 365. Our custom one-way integration keeps them in sync, saving your team 8+ hours/week and eliminating data entry errors.

8+ hours/week

Saved weekly

98%

Client retention

2 weeks

Setup time

One-way

Sync direction

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Why Connect Close to Microsoft 365?

Close uses a REST + Webhook API while Microsoft 365 uses REST, requiring careful middleware to translate data formats between the two platforms

Leads in Close and contacts in Microsoft 365 drift out of sync, leading to outdated details on invoices, emails, and reports

Task updates in Close are invisible to the team using Microsoft 365, leading to duplicated effort and missed deadlines

Transaction data in Close requires manual verification against Microsoft 365, increasing audit risk

Client engagement details in Close and time-tracking data in Microsoft 365 do not align, making billing inaccurate

Manually copying data between Close and Microsoft 365 wastes hours every week that could be spent on revenue-generating work

How We Help

Australian mid-market businesses lose hours every week copying contacts and tasks between Close and Microsoft 365. Clever Ops builds a custom integration that automates this entire workflow, so your team can redirect that time to higher-value tasks. On the technical side, Close uses a REST + Webhook API with API key authentication, which our team handles as part of the build.

Eliminate Manual Data Entry

Stop copying contacts between Close and Microsoft 365 by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Unlock Microsoft 365 Value

Microsoft 365 stands out because industry-standard office apps (Word, Excel, PowerPoint, Outlook) that virtually every business partner and client can work with seamlessly. Integrating it with Close means your team gets this benefit with complete, accurate data flowing in automatically.

Amplify Close Strengths

Close excels because built-in VoIP calling with call recording, voicemail, and power dialer means sales reps never leave the CRM to make or log calls. Connecting it to Microsoft 365 ensures that advantage flows through your entire workflow rather than staying siloed in one tool.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses Close and Microsoft 365. Custom field mappings, business rules, and error handling included.

Close to Microsoft 365 Use Cases

Mirror activities between Close and Microsoft 365

When a activitie is created, reassigned, or completed in Close, the linked task in Microsoft 365 updates immediately. Teams working in different tools always see the same status, assignees, and due dates.

Automated error handling and retry for Close/Microsoft 365 sync

When a sync between Close and Microsoft 365 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.

Sync Close leads to Microsoft 365 contacts

When a lead is created or updated in Close, the corresponding contact record in Microsoft 365 is automatically created or updated. Contact details, company associations, and custom fields are all mapped.

Data Mapping

How data flows between Close and Microsoft 365

Close	→	Microsoft 365	Notes
Close Leads -> id	→	Microsoft 365 Contacts -> id	Unique identifier stored as cross-reference for record linking
Close Leads -> name	→	Microsoft 365 Contacts -> first_name	Contact identity fields synchronised to maintain consistency
Close Leads -> emails	→	Microsoft 365 Contacts -> email	Primary matching key for identifying existing records across both platforms
Close Leads -> title	→	Microsoft 365 Contacts -> last_name	Field data synchronised with type validation
Close Activities	→	Microsoft 365 Tasks	Task assignments, due dates, and completion status synchronised so both teams work from the same priorities.
Close Timestamps	→	Microsoft 365 Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Close Owner/Assignee	→	Microsoft 365 Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
Close Record IDs	→	Microsoft 365 External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication

Close + Microsoft 365 Integration FAQ

Yes, we handle one-time historical data migrations alongside ongoing sync. We map your existing contacts, validate data quality, and run test migrations before the final cutover. Most migrations complete within 4-8 weeks depending on volume.

Yes. Close supports webhooks for instant event notifications. Changes in Close are reflected in Microsoft 365 within seconds. For high-volume scenarios, we implement queuing to handle peak loads without data loss.

Most Close to Microsoft 365 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.

Absolutely. We design integrations with growth in mind, whether you are syncing 100 records or 100,000. Our architecture handles rate limiting (Close's API allows 100 requests per minute), pagination, and queuing to ensure reliable performance at any scale.

Yes. All data is transferred over encrypted connections (TLS/SSL). We follow least-privilege API access, never store credentials in plain text, and log all sync activity for audit purposes. For Australian businesses with compliance requirements, we can implement additional safeguards.

By default, we configure Close to Microsoft 365 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.

Integration pricing depends on complexity, including the number of data objects synced (contacts, tasks, emails), sync direction, custom business rules, and volume. Most Close to Microsoft 365 integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.