Move from Close with one API key. Leads, contacts, activity history, tasks and deals come across in the background while you keep working, and running it again never creates duplicates.
Pitch2Sale reads your Close account with your API key and brings each part across in turn. Every record remembers its Close ID, so a second run skips what is already here.
Leads with statuses and custom fields, contacts, notes, emails, calls, texts, meetings, tasks and opportunities.
Bring across only the parts you want, in order.
The import runs on its own, with live progress and a Cancel button.
Each record keeps its Close ID, so a second run skips what is already here.
You need the Edit settings permission.
You will see your Close organisation's name. The key is stored encrypted.
Leads, contacts, activities, tasks, opportunities and lead details such as owner and address.
You will see "Import in progress" and the current phase.
Created, skipped and error counts are shown for each phase.
| Direction | What | When |
|---|---|---|
| Close → Pitch2Sale | Leads, with statuses and custom field values | Leads phase |
| Close → Pitch2Sale | Additional contacts | Contacts phase |
| Close → Pitch2Sale | Notes, emails, calls, texts and meetings | Activities phase |
| Close → Pitch2Sale | Tasks, and opportunities with statuses mapped to active, won or lost | Tasks and Opportunities phases |
| Not synced | Attachments, email templates, sequences and smart views. It is a one-off move, not an ongoing sync | — |
Leads move quickly. Activities and opportunities can take 30 to 60 minutes for a large account.
No. Each record remembers its Close ID.
The person running the import, until the lead-details phase sets the Close owner.
No. Imported records do not start workflows or send webhooks.
Paste one API key and bring your pipeline across while you work.