Sync Close.io Data to QuickBooks in Minutes

Last updated: June 17, 2025
Ensure Data Quality
Close.io
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QuickBooks
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  • Customer Since:
    May, 2023
  • Customer Since:
    July, 2018
  • Case Study
    Customer Since:
    August, 2019
  • Customer Since:
    November, 2017
  • Customer Since:
    December, 2021
  • Case Study
    Customer Since:
    January, 2025
  • Customer Since:
    September, 2017
  • Customer Since:
    March, 2022

Table of Contents

  • About Close.io
  • About QuickBooks
  • Popular Use Cases
  • Close.io's End Points

About Close.io

Close.io is a CRM with built-in communication tools that can track and assess the communication between team members and leads. Close.io gauges team member performance by using a number of metrics, including how many calls they are making, how long those calls last and the value of those calls. It can also track the lead’s side of an interaction by logging actions taken by email recipients - both holistically and individually - like exactly who opened an email and when.

About QuickBooks

QuickBooks is Intuit Inc's set of software solutions designed to manage payroll, inventory, sales and other needs of a small business. The software's features include marketing tools, merchant services, product and supplies, training solutions.

Popular Use Cases

Bring all your Close.io data to Amazon Redshift

Load your Close.io data to Google BigQuery

ETL all your Close.io data to Snowflake

Move your Close.io data to MySQL

Bring all your QuickBooks data to Amazon Redshift

Load your QuickBooks data to Google BigQuery

ETL all your QuickBooks data to Snowflake

Move your QuickBooks data to MySQL

Close.io's End Points

Close.io Contacts

Request information about a contact that works for one of your leads, including the contact’s name, title, phone number, ID or email address. This data allows you to more closely track communications, both with individual contacts and with groups of contacts within a company.

Close.io Activities

Track all actions that are related to a lead, including emails, phone calls, notes and status changes. Then, retrieve data about those activities, such as the content of a note, the length of a call or the date and time that a status was changed. This information will give you a more detailed view of your team’s interactions with that lead.

Close.io Opportunities

Retrieve details surrounding a deal or potential deal, such as who the deal is with, the value of the deal, and its status (i.e. whether it is won, lost, or active). You can then more accurately project your business’ revenue and gauge the performance of team members involved with those opportunities.

Close.io Organizations

Get data about a subset of agents within your company, including the status of their deals, which team members belong to that organization and what their contact information is. Then, use this data to generate more detailed analytics on various segments of your team.

Close.io Custom Fields

Create custom Close.io fields that track data in ways that are more useful to your company. For example, create a custom list of categories to sort your leads by and use those fields to perform lead searches that are more relevant to the specific interests of your company.

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