Close
Reach out and dial leads and contacts directly from Bearworks' Close CRM native power and parallel dialer
About
Close
Integration
Supercharge Your Workflow with Close Integration
The Bearworks Close integration is designed to help your team work smarter, not harder, by seamlessly connecting your CRM with Bearworks. Here’s why it’s a game-changer:
- Smart Views and Task Sync: Automatically pull Close contact lists, call tasks, and Smart Views into Bearworks, ensuring your team has everything they need to take action efficiently.
- Stay Updated: Call notes, dispositions (including custom ones), and meeting summaries are automatically pushed back to Close, keeping your CRM updated with accurate call history and activity.
- Custom Workflows: Adapt your sales strategy with customizable sequence steps and disposition-based workflows, empowering your team to follow leads with precision.
- Complete Call Tracking: Whether calls are made through Bearworks or external devices, every interaction is logged and tracked, giving managers full visibility into team activities and ensuring accountability.
- Effortless Lead Prioritization: Use Bearworks to filter, organize, and rank leads directly from your Close data, helping your team focus on the most promising opportunities
Bearworks takes your Close integration to the next level with powerful tools like call suppression, power dialing, and parallel dialing, allowing your team to maximize efficiency and focus on closing deals.
How to Set Up
Close
Integration
The Bearworks Close integration can be setup with just a couple clicks. In Bearworks, goto the "Settings" page, then click on the "Integrations" tab. Under the "Close" section, click Integrate.
Close
Support
At Bearworks, your satisfaction is our priority. If you're encountering any issues with our integrations, don't hesitate to reach out. We're here to help and will have you up and running in no time!
