Close integration

Lead source in Close.

Connect marketing source to sales activity. The missing piece in Close.

Track your Close leads free → See the install
Works with Close native HTML forms No rep intervention required Nothing is written into Close

Works with Close’s setup

Native HTML forms Workflow webhooks Custom Lead fields FormSubmission activities Inbound webhook capture Workflow triggers
The gap

Close is sales-first. Attribution is a side note.

Close was built to make sales reps move faster. The product earns its loyalty by removing friction from calling, emailing, and tracking conversations. Lead source data has never been central to that. And it shows in how the data is captured (lightly) and how reps treat it (as something to skip past).

What Close does well

The sales motion

  • Close native HTML forms (recent)
  • Lead and Opportunity custom fields
  • Workflows triggered by form submissions
  • Inbound webhook support
  • Tight sales activity integration
Where attribution is thin

The marketing side

  • Native attribution is minimal by design
  • No built-in UTM capture from form submissions
  • No cross-page session tracking
  • Manual rep entry for Lead Source values
  • “Web form” is as detailed as the source gets natively
The usual workaround

Custom fields. Manual entry. Hoping reps remember.

The standard fix for Close attribution is the same fix for every CRM that wasn’t built with marketing in mind: custom fields, hidden form inputs, and process discipline that sales teams routinely sidestep. Most orgs give up after a few months.

The manual way

  • 01
    Add custom Lead fields for utm_source, utm_medium, utm_campaign. Wire them into your Close native form HTML.
  • 02
    Build a JavaScript shim on your form pages to populate those hidden fields from URL parameters before submission.
  • 03
    Build a webhook receiver to parse Close’s submission payload and update your CDP / reporting layer. Or skip that and live with disconnected data.
  • 04
    Train the sales team to leave those fields alone when editing Leads. Re-train them every quarter when someone clears the data accidentally.

With Lead Source

  • 01
    Paste one webhook URL into a Close workflow webhook action triggered by form submission. Once.
  • 02
    We receive every native Close form submission with the source, campaign, and full page journey attached.
  • 03
    Source recorded with the campaign name written out: “Google Ads · Local Services Sydney”. Available in your Lead Source dashboard and email inbox.
  • 04
    From there, Zapier writes the lead and its source into Close, onto whatever custom Lead field you choose.

// Close is sales-first. We’re the marketing side that doesn’t require rep intervention.

What you install

One webhook URL. That’s the whole thing.

Sign up, copy your unique webhook URL from the dashboard, paste it into a Close workflow action triggered by form submission. We receive every native form submission and attach the source automatically. The block below shows what the URL looks like. Your real one has your account ID baked in.

example only. Your real webhook URL is in the dashboard 
# illustrative. Paste your real webhook URL from app.leadsource.co
https://app.leadsource.co/api/capture/webhook/YOUR_SITE_KEY

The real webhook URL is generated for your account when you sign up. Copy it from the integrations page in your dashboard. Async delivery, retries on failure, signed payloads.

Sign up to get your webhook URL →
Install in Close

Three steps. Done in five minutes.

1

Sign up. Get your webhook URL

Create your free Lead Source account. You’ll see a webhook URL on the integrations page with your unique account ID already in it. Copy it.

No credit card required to start. The signup flow takes about a minute.
2

Add a webhook action in a Close workflow

In Close, go to Workflows → create or edit a workflow → set the trigger to Form submission → add a Webhook action with your Lead Source URL. Save and activate.

If you have non-native forms feeding Close (e.g., Typeform or Jotform that creates Leads via Close API), use the script install on those form pages. See our Jotform and Typeform docs.
3

Submit a test through any Close native form

Open one of your Close native HTML forms. Fill it in. Submit. Within a minute or two, the lead appears in your Lead Source dashboard with the source, campaign, and page journey attached.

Want to test end-to-end? Open your Close form with ?utm_source=test appended to the URL before submitting. That’ll be the source on the lead.
Related

Other tools we work with

Pillar

CRM lead source tracking

How lead source works across every CRM, and why the field in yours keeps saying “Web”.

Read → Compare

CRM source, field by field

How each CRM captures source and connects, field by field.

Read → CRM

Lead source in HubSpot

For teams growing beyond Close into HubSpot. Same approach, more native attribution.

Read → CRM

Lead source in Salesforce

When Close-to-Salesforce migration is on the horizon. Attribution carries across.

Read → Product

How Lead Source works

The script, the webhook, the dashboard. Three minutes of reading.

Read →
Common questions

Questions, answered.

Will Lead Source conflict with Close native forms?

No. The Close workflow webhook is the documented integration mechanism for native form submissions. Lead Source receives a copy of the submission. We don't modify the Lead record, don't change the form, don't intercept the submission. Close keeps creating the Lead as it always has; we just attach the source data in parallel.

Can I get the source onto a custom Close Lead field?

Yes, through Zapier. Lead Source fires when a lead is captured, and Zapier's Close action updates the field you pick. Lead Source does not write to Close itself.

Does it work with forms that are not Close native forms?

Yes, and the install differs. A form on your own site is captured by the script; a Close native form is delivered by the workflow webhook. Either way the lead lands in Lead Source with its source.

Will it create duplicate Leads in Close?

No. Lead Source never creates or modifies anything in Close. If you build a Zap that updates records, Zapier's matching rules decide what happens.

Where does the source data live?

In Lead Source. Because it is not stored in Close, rep edits, merges and workflow changes cannot overwrite it.

Track your Close leads. Free to start.

One webhook URL. Every Close native form submission. Source, campaign, page journey. Without asking the sales team to do anything different.

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Free to start · no card