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Close CRM integration

Your CRM, updated without anyone typing

Aura books the call, records it, and works out how it went. Close is where the deal lives. The integration keeps the two in agreement, so your pipeline reflects reality without a rep writing it up after every conversation.

Connect Close in AuraSee how it works

Included with every Aura plan. Free trial available.

What syncs

Both directions, automatically

No mapping spreadsheets and no nightly import. Aura reads your pipelines, statuses, and custom fields when you connect, then keeps the record current as the call moves.

A lead arrives

Every lead Aura captures becomes a Lead and a Contact in Close within seconds, whether it came from a booking form, an ad, or a manual entry.

A call is booked

The meeting is written onto the Close record as a Note, so the CRM shows the call was set without a rep logging it by hand.

The call happens

The completed meeting is logged as a Call activity with its duration, the AI summary and the primary objection, linking back to the recording in Aura.

The call is won or lost

Aura creates an Opportunity in Close with the matching won or lost status and the deal value, using your own pipeline and stage names, and appends a Note recording the outcome.

Someone edits in Close

Change a contact's details in Close and Aura picks it up. Aura knows which side a change came from, so the two never overwrite each other.

Installation

Connect in a few minutes

Aura connects to Close from inside your Aura workspace, so the connection is securely tied to your organization.

  1. 1

    Sign in to Aura

    Log in at app.aura-app.ai. If you are new to Aura, start a free trial first. The Close integration is available on every plan.

  2. 2

    Open Settings, then Integrations

    From the left navigation in Aura, go to Settings and select Integrations. You need to be an org admin to connect a CRM.

  3. 3

    Connect Close

    Select the Close card and click Connect. You are redirected to Close to sign in, choose the organization, and approve access for Aura.

  4. 4

    Let Aura read your setup

    On return, Aura registers a webhook with Close and reads your pipelines, statuses, custom fields, and users, so it can map to the stages your team already uses.

  5. 5

    Run a call through it

    Create a lead in Aura and book a call. The Lead and Contact appear in Close, the booking is written as a Note, and setting the outcome to won or lost creates the Opportunity.

Connect Close in Aura
FAQ

Common questions

Do I need an Aura account to use this?

Yes. The integration syncs your Aura sales workspace with Close, so it requires an Aura account. A free trial is available, and the integration is included on every plan.

Will this change my Close pipeline or stages?

No. Aura reads the pipelines, statuses, and custom fields you already have and maps to them. It does not create or rename stages, and you keep working the way your team already does.

What happens if a lead has no email address?

It is skipped, because Close needs an email to create a contact. Add one in Aura and the lead syncs on its next change. Nothing is lost in the meantime.

Can edits in Close overwrite my Aura data, or the other way round?

No. Aura records which side each change came from, so a change that arrived from Close is never pushed back to Close. That stops the two systems bouncing edits between each other.

What does Aura write into Close?

Leads and Contacts when a lead is captured, a Note when a call is booked, a Call activity when the call completes carrying the summary and a link back to the recording, and an Opportunity with the deal value when a call is marked won or lost, plus a Note recording that outcome. Nothing is deleted from Close.

How do I disconnect?

Go to Settings, then Integrations, then Close, and click Disconnect. Records already written to Close stay there. Aura stops sending new data and stops receiving updates.

Is my data secure?

Access tokens are encrypted at rest and never logged, and the connection is authorized per organization using OAuth 2.0. Aura enforces per-organization data isolation. See our privacy policy at app.aura-app.ai/privacy.

Stop updating the CRM by hand

Let Aura carry the lead, the call, and the outcome into Close, and give your reps their admin time back.

Connect Close in Aura

Need help? Reach us at support@aura-app.ai or read the docs at docs.aura-app.ai/integrations/close.

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