CRM
Close integration
For phone-first sales teams on Close: won opportunities go to invoicing and payments come back to the lead.
Overview
Close
Close, formerly Close.io, is a CRM for inside sales teams that live on calls, email and SMS. Everything revolves around the lead, which groups contacts, opportunities, activities and tasks, with a built-in dialer and email sequences.
Tejobit connects Close to what happens after the sale. Close webhook subscriptions push Event Log entries filtered by object type and action, and the connection uses them to create the customer and invoice in the billing tool, follow the charge in Stripe and update the opportunity. For Portuguese companies, the certified invoicing program still issues the document and reports it to the tax authority.
Use cases
What it is for
- A language school selling courses by phone that wants the Moloni invoice issued when the opportunity is won.
- A SaaS company closing annual plans in Close and billing in Stripe, with charge status shown on the lead.
- A team that prospects in Close and runs marketing in HubSpot, needing consistent leads in both.
- A sales manager who wants an automatic task in Close when a payment fails.
- A call centre receiving campaign leads that must arrive in Close with source and campaign filled in.
What the connection listens to
- Close webhooks filtered by object and action, for example opportunities created or updated.
- An opportunity moving to a won-type status.
- New leads or changes to custom fields.
- Payments, failed charges or refunds in Stripe.
What the connection does
- Creates the customer and document in Moloni from the opportunity value and note.
- Writes the document number, payment status and date on the lead.
- Opens tasks for the owning rep when a payment fails or tax data is missing.
- Syncs leads and contacts with HubSpot both ways, with clear precedence rules.
How it works
From the request to a working connection
- 01
Request
The form names the integration, the tools involved and what should happen in each case.
- 02
Review and proposal
Tejobit confirms what the API allows and sends a proposal with the flow, the price and the timeline.
- 03
Setup and testing
The connection is set up with the business's own accounts and tested with real cases before it goes live.
- 04
Maintenance and monitoring
Tejobit hosts the connection, follows up on errors and adapts it when the API changes.
The connection runs on Tejobit's infrastructure. The monthly fee covers hosting, monitoring and API changes.
What to prepare
- A Close account with an API key from a suitably permissioned user, or OAuth approval.
- Opportunity statuses set up, with at least one of the won type.
- Custom fields for tax number, billing address and other invoice data.
- Access to Moloni and Stripe, depending on the flow.
For security, do not send passwords, API keys or tokens through the form. Credentials are requested through a secure channel when the setup starts.
Limits
- Close rate-limits each API key and returns 429 when the limit is hit; the connection backs off and retries.
- The Event Log available through the API only covers roughly the last 30 days, so the initial sync reads each object endpoint instead.
- Call recordings and SMS stay in Close; the integration moves data, not audio files.
Frequently asked questions
Before you start
Are Close and Close.io the same product?
Yes. The product was renamed Close; the platform and API are the same.
Can only one pipeline be invoiced?
Yes. Webhook filters and connection rules can restrict invoicing to specific pipelines, statuses or users.
Will syncing with HubSpot create duplicate leads?
No. Matching uses email and company domain, and precedence rules decide which system wins on conflicts.
Related integrations
See all integrations- Billing
Moloni
Every sale paid in another system becomes a Moloni invoice, in the right series and with the customer matched by NIF.
From €5 /month + IVA
See integration - Payments
Stripe
Moves every Stripe payment, subscription and refund into Portuguese invoicing, the CRM and the back-office, without exports.
From €5 /month + IVA
See integration - CRM
HubSpot
Closed-won deals in HubSpot move straight into invoicing, and payment status returns to the CRM without manual copying.
From €60 /month + IVA
See integration
Set up the Close integration?
Describe what should pass between the tools. The reply confirms feasibility, price and timeline.