CRM

Cleanlist + Close

Give your inside sales team complete, verified contact data right inside Close CRM. Cleanlist enriches Leads and Contacts with work emails, direct dials, and company details so your reps can focus on calling and closing instead of manual research.

Key Features

Automatic enrichment of Close Leads and Contacts on creation or import
Waterfall enrichment finds direct dial phone numbers that single-provider tools miss
Triple email verification ensures every address in Close is deliverable before outreach
Smart Agents populate Close custom fields with firmographic and technographic data
Bulk enrichment cleans your entire Close database to eliminate stale records and missing data
Playbook triggers enrich Leads when they are assigned to a rep or moved to a specific status

Setup in 4 Steps

Step 1

Connect Close

Link your Close CRM account to Cleanlist using your Close API key. The integration is read-write: it reads Lead data and writes enriched fields back to Close.

Step 2

Map Close Fields

Map Cleanlist enrichment outputs to Close Lead and Contact fields. The setup suggests default mappings for email, phone, title, and company, with options for custom fields.

Step 3

Configure Triggers

Set enrichment to trigger on Lead creation, status change, Smart View membership, or a scheduled recurring run. Use playbooks for advanced conditional workflows.

Step 4

Activate & Sell

Turn on the integration and start selling with enriched data. Monitor match rates and verification results from the Cleanlist dashboard to track data quality improvements.

Popular Use Cases

Cold Calling Data Prep

Enrich imported lead lists with verified direct dial phone numbers and company context before loading them into Close calling queues. Give your reps the numbers they need on the first dial.

Lead Import Enrichment

When leads are imported into Close from any source, Cleanlist automatically fills in missing emails, phone numbers, job titles, and company details so reps never open an incomplete Lead record.

Win-Back Campaign Data

Re-enrich closed-lost Leads to update contact details and identify new decision makers at the same companies. Launch win-back campaigns with fresh, verified data.

Frequently Asked Questions

How does Cleanlist integrate with Close CRM?

Cleanlist connects to Close via the Close API. It reads Lead and Contact records, enriches them through a waterfall of 15+ data providers, and writes verified emails, phone numbers, job titles, and company firmographics back to your Close fields automatically.

Can Cleanlist find direct dial phone numbers for Close leads?

Yes. Cleanlist's waterfall enrichment specifically targets direct dial numbers by querying multiple phone data providers. This is especially valuable for inside sales teams using Close's built-in power dialer, as it eliminates the need to manually research phone numbers.

Does Cleanlist work with Close Smart Views?

Yes. You can configure enrichment to trigger based on Smart View membership. For example, you can create a Smart View for leads missing phone numbers, and Cleanlist will automatically enrich any Lead that appears in that view.

How fast is the Close CRM enrichment?

Individual Lead enrichment completes in 30 to 60 seconds. Bulk enrichment of existing databases processes at approximately 1,000 records per minute. Both modes run in the background without affecting your team's ability to use Close normally.

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