Close + Reform
Connect Reform formswith Close CRM
Link Reform with Close CRM to funnel form respondents directly into your sales pipeline. This integration <text-color-white>simplifies lead capture and enriches your CRM data to boost your selling.<text-color-white>
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What makes Reform unique
At Reform, we understand that successful marketing isn’t just about collecting leads — it’s about collecting the right leads that convert. That’s why our form builder goes beyond basic functionalities to truly elevate your marketing and sales processes.
Improved conversion rates
Boost engagement and conversions with user-focused form design.
High-quality lead capture
While other platforms focus on lead quantity, Reform prioritizes lead quality.
Smart integrations
Reform easily connects with the tools in your martech stack & supports GTM workflows.
Reduced spam & low-quality responses
Filter out noise with advanced validation techniques.
Link your forms<text-color-white> with Close CRM in<text-color-white>
3 easy steps
Add
Find and select the Close CRM integration from the Reform integrations menu.
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Connect
Click to connect and enter your Close CRM API key to activate the integration.
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Automate
Configure how your form fields map to leads and contacts in Close, and decide if you want to gather new leads, enrich existing ones, or both.
Automate lead capture & enrichment
Capture and Enrich Leads
Directly add respondents from Reform forms into Close CRM, automatically enriching lead profiles with comprehensive form data.
Custom Field Mapping
Easily map Reform form fields to specific contact and lead fields in Close, ensuring detailed and relevant data integration.
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Boost your sales process
Automated Data Entry
Eliminate manual data entry with automatic synchronization of form responses to your CRM, keeping your sales pipeline up-to-date.
Lead Tracking
Track every form submission as an activity within Close CRM, providing your sales team with actionable insights to improve engagement strategies.
Tailor your integration to work for you
Flexible Setup Options
Decide whether to add new leads, update existing ones, or both, according to your sales process requirements.
Trigger-Based Actions
Set up automated workflows in Close to initiate follow-ups or specific sales actions based on the responses captured in Reform, for timely and relevant engagement.
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Ready to take a closer look at Reform?
See if Reform is a good fit for you and get started with high-converting forms and easy plug-and-play integrations.
Need more help? Check out our integration guides
Dive deeper into using Reform with Close and other tools by visiting our Help Docs page for more info.
FAQs
Get answers to all your questions about Reform
To connect your Reform forms with Close CRM, log into your Reform account, go to the 'Integrations' section, and select Close from the available options. Click on "Add Integration," enter your Close API key, and follow the prompts to configure and enable the integration.
Yes, the Reform and Close integration allows you to update existing leads. You can configure your form to enrich leads already present in your CRM with new data or add additional information as needed.
Absolutely. Once integrated, you can automate lead capturing and management workflows within Close CRM based on the data received from Reform submissions. This includes triggering specific sales actions based on form responses.
Reform employs advanced spam filters to make sure that only legitimate form submissions are processed. Additionally, integrating directly with Close CRM allows for further validation steps to be configured within your CRM settings.
Reform’s integration with Close CRM provides robust data synchronization capabilities, flexible field mapping, and the ability to handle both new and existing leads effectively. Its user-friendly interface and powerful conditional logic make it ideal for setting up complex data flows without needing extensive technical skills.