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Overview

The Close integration lets Avina enroll leads into your Close sequences and write new contacts and audience activity into Close.

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What it does

  • Write
    • Sequences: automations can enroll leads into an existing Close sequence.
    • Leads and contacts: with the push preferences turned on, Avina creates the company as a Close Lead and adds the people it finds as contacts.
    • Audience activity: written as a note on the Close Lead (linked to the contact when there is one), with the activity summary and tags.
  • Read
    • With read access, Avina reads your Close data for CRM context.

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Setup

  1. Go to Settings → Integrations in Avina.
  2. Select Close.
  3. Connect Read, Write, or both, and authenticate with your Close account.
  4. Set your Preferences: Push resolved contacts to Close, Push ICP contacts to Close, and Push audience activity to account and contact records. See CRM push preferences.

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Automation actions

When building automations, Close supports:
  • Enroll in Static Sequence: enroll leads in an existing Close sequence
  • Set CRM Label: mark the notes Avina writes with the automation’s name. See CRM Labels.
  • Push Audience Match to CRM: push the lead’s company, people, and activity to Close for this automation only. See Push to CRM.

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Sync behavior

  • De-duplication: Avina matches contacts by email and companies by domain before creating anything.
  • Enrollment: leads are enrolled when an automation runs, or when you enroll them manually from the automation.