Close CRM Integration

Sync Parsley chatbot leads to Close CRM with tags, custom fields, and conversation activities. Available as a proof of concept - apply to get set up.

Parsley's Close CRM integration is currently available as a proof of concept. We'll configure the sync for your Close account, seed your custom fields, and verify end-to-end before handing over.

Quick Setup

Visit the Parsley + Close integration page
Click Apply for a proof of concept
Tell us about your Close workspace and ICP
We set up and verify the sync inside a few days

Prerequisites

A Close account - Sign up at close.com if you don't have one. You need a Startup plan or higher for API access.
A Parsley Business account - CRM integrations require a Business plan. Upgrade here if you're on Free.
15 minutes for a setup call - We'll connect Close, seed custom fields, and run a test lead together.

What Syncs to Close

Every chatbot conversation that captures a lead syncs to Close as a Contact on a Lead. Contacts are matched by email address so existing records are updated rather than duplicated.

Parsley Field	Close Field
Email	Contact email
First Name	Contact first name
Last Name	Contact last name
Phone	Contact phone
Company	Lead name (new Lead if no match)
Job Title	Contact title

Intelligence Tags

Parsley provisions 12 tags on your Close Leads. Tags apply automatically based on the chatbot conversation and appear on the Lead record for Smart View filtering and sequence targeting.

Lead Source (1 tag)

Tag	Applied When
`Parsley: Chatbot Lead`	Every lead captured through a Parsley chatbot conversation

Lead Quality (1 of 3 tags)

Tag	Applied When
`Parsley: Hot Lead`	Strong buying signals - mentions budget, timeline, or decision authority
`Parsley: Warm Lead`	Moderate interest - asking about features, pricing, or use cases
`Parsley: Cold Lead`	Early-stage - general questions, research, or browsing

Engagement (0-2 tags)

Tag	Applied When
`Parsley: Return Visitor`	Prospect has visited your profile in a previous session
`Parsley: Deep Conversation`	Prospect sent 8 or more messages - a substantive engagement

MEDDIC Signals (0-6 tags)

Tag	Applied When
`Parsley: Metrics Signal`	Prospect mentions measurable outcomes or success criteria
`Parsley: Economic Buyer Signal`	Prospect indicates they are a decision-maker or budget holder
`Parsley: Decision Criteria Signal`	Prospect describes specific requirements or evaluation criteria
`Parsley: Decision Process Signal`	Prospect mentions their evaluation or buying process
`Parsley: Identify Pain Signal`	Prospect describes a specific pain point or challenge
`Parsley: Champion Signal`	Prospect indicates they are advocating internally for a solution

Using tags in Close: Build a Smart View that filters by any combination - Parsley: Hot Lead + Parsley: Decision Criteria Signal to find prospects with budget urgency, for example. Save it and your pipeline ranks by genuine buyer intent. Tags can also trigger Close email sequences for automated follow-up.

Custom Fields

Seven custom fields are provisioned on your Close Leads:

Field	Description
Lead Score	0-100 score based on signal strength
Intent Signal	Stage classification: Awareness, Consideration, or Evaluation
Message Count	Number of messages in the conversation
Company	Company name extracted from the conversation
Last Interaction	Timestamp of the most recent chatbot conversation
Lead Source	Always "Parsley Chatbot" for leads captured via the profile
Profile URL	Direct link to the Parsley profile where the conversation began

Conversation Activity

Every meaningful chatbot conversation syncs as a Close Activity on the Lead. The Activity includes:

Conversation summary - Key points and topics discussed
Lead quality score - Hot, Warm, or Cold based on signals
MEDDIC signals detected - Which buying indicators fired
Engagement metrics - Message count, session duration, return visitor status

Your reps see the full context on the Lead before the first call.

Verification

After we set up the sync:

Capture a test lead - Use your own email to fill out the contact form on your Parsley profile
Check Close - Within a few seconds a Contact appears on a Lead with the correct tags
Have a chatbot conversation - Ask a few questions on your profile's chatbot
Check the Lead activity - The conversation Activity appears with a summary

What's Next

Build Smart Views by Parsley tags to rank your pipeline by buyer intent
Trigger Close email sequences on Parsley: Hot Lead for same-day follow-up
Connect Parsley's MCP server to Claude or Cursor for cross-tool queries

Questions? Contact us or email peter@parsley.id.