Switch from Close
What you export from Close, how leads, contacts, opportunities, activities and tasks arrive in Leadmode, which statuses belong where and what does not come along.
This page belongs to the area Switch from another system. The process with your AI is described in Switch with your AI. The names below are typical terms from Close. With your system they may differ.
What you export
The steps for exporting leads and contacts are in Leadmode at the import: there choose Close under "Where does your data come from?". They have been checked, and Close's help page is linked there. The important items are:
- Leads (at Close these are companies) as CSV with all fields.
- Contacts (contact persons) as a second export.
- Opportunities, activities, tasks and notes. The instructions in Leadmode state: activities, calls and notes are not part of this export. For the history your AI needs another route, for example the interface of Close. Whether this works for you depends on plan and rights and is not checked by us.
Give your AI everything you have. In the inventory it tells you what is missing.
How Close objects become Leadmode objects
| Close | Leadmode | Note |
|---|---|---|
| Lead | Company | address, channels, custom fields, owner |
| Contact | Contact person | belongs to the company via the lead identifier |
| Opportunity | Opportunity | status becomes the stage, value and outcome come along |
| Lead status | Stage or substage of the company | see table below |
| Call | History (call) | with original time, duration, direction and author |
| Note | Note | with original time and author |
| History (text) | nothing is sent | |
| SMS, meeting | Note in the history or appointment | There is no separate type "SMS". Tell your AI whether you want it as a note or leave it out. |
| Task | Task | open, done or cancelled, with due date and owner |
| User | Employee | you assign, also former ones |
| Custom field | Custom field | type is recognised, selection fields receive options |
| Lead source | Origin and lead source | origin: cold, warm or website |
| Do not contact (channel or lead) | Block | remains as a block |
Typical statuses and their assignment
Close is freely configurable, so your statuses may be called differently. The table shows a suggestion for the standard stages. Your AI suggests, you confirm.
| Close | Suggestion in Leadmode |
|---|---|
| Lead status "Potential" | Stage New or Outreach |
| Lead status "Qualified" | Stage Qualified |
| Lead status "Customer" | Stage Won |
| Lead status "Bad Fit" | Stage Lost with a matching outcome |
| Opportunity "Active" | stage according to progress, for example Intro call |
| Opportunity "Won" | Opportunity Won |
| Opportunity "Lost" | Opportunity Lost, with reason if available |
Call outcomes ("disposition") become outcomes of the project. What does not fit remains as text in the history.
Pitfalls
- Mixing up lead and contact. A Close lead is a company, not a person. Import both files.
- Primary contact. From the columns
primary_contact_*no contact persons are created in the file import. Use the export of the contacts. - Smart views. Export from a lead view, not from a smart view on the contacts tab.
- The link expires. The download link comes by email and is valid for 7 days.
- Several opportunities. A lead can have several. Each becomes an opportunity.
- The future. Calls and completed tasks in the future are rejected. Open tasks and planned appointments in the future are allowed.
What does not come along
- Emails as a mailbox. Your AI can upload attachments and files one by one via the upload address into the leads’ file storage.
- Call recordings.
- Sequences, workflows and smart views of Close.
- Reports and dashboards.
Acceptance
- In Close count the leads, contacts, opportunities and tasks you wanted to take along. Give your AI the numbers as "expected".
- Have the reconciliation report shown to you: for each kind expected, arrived, skipped, rejected, for review. Each difference must have a reason.
- Open three to five companies you know well. Check history, tasks, owner, stage and block.
- Check that blocked leads are blocked and that no email went out.
- Complete the order. If you do not like the result, take it back and start again.
See also
Your terms, our terms
Glossary for the switch: what Deal, Stage, Owner, Activity or Do not contact is called in Leadmode when coming from other systems.
Switch from HubSpot
What you export from HubSpot, how companies, contacts, deals, activities and tasks arrive in Leadmode, which stages belong where and what does not come along.