Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Close integration
Get inbound chats into Close as leads while a rep can still answer in minutes.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Close
Reply while it is still warm
A new conversation creates the Close lead and pings its owner, so the follow up happens in minutes rather than after the next export.
Capture the details once
Name, email and what they asked for are written to Close from the conversation, so nobody retypes a lead into the CRM.
Keep the activity history complete
The chat is logged on the Close lead alongside calls and emails, so the next person to pick it up sees the whole sequence.
Recognize an open opportunity
When someone with a live Close opportunity starts a chat, the rep sees the stage and the last activity before answering.
Overview
Close is built for teams that win by replying first, and a chat is the earliest signal you get. Connected to Tidio through Zapier or the Tidio API, a conversation creates or updates the Close lead, the rep who owns it is alerted while the visitor is still on the site, and the chat is logged as an activity next to the calls and emails. Nothing sits in an inbox waiting to be entered.
Key features
- Create the Close lead instantly so inbound interest is workable within minutes
- Alert the owner while the visitor is still on the page and answering
- Log the chat as an activity next to the calls and emails Close already records
- Answer with the pipeline in view so a rep knows the stage before typing a reply
Close
CRM
Tags
CRM
Contact Sync
How it works
Connect Close in minutes
1
Connect Tidio and Close
Link them with Zapier, Integrately or the Tidio API and pick the Close fields a conversation can read and write.
2
Set what a chat creates
Map conversations to Close leads, contacts, opportunities and activities, and decide who gets alerted.
3
Work the lead in Close
The rep answers with the record in view, and every chat is recorded against it.
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Frequently asked questions
Common questions about the Close integration
How fast does the lead reach Close?
As soon as the conversation gives you something to create it with. Through Zapier or the Tidio API it is a matter of seconds, which is the point of pairing a chat with a fast CRM.
Will this duplicate existing leads?
Not if you match on email or domain first. The usual setup updates the existing Close lead when there is one and creates a new record only when there is not.
Is the Close integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Close integration.