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CRM

Close

How StackSignal works with Close

StackSignal scores the accounts already in Close, ranks them by fit, and trains a buyer model on your Won/Lost history.

  • Score the pipeline you already own in Close
  • Buyer model seeded from Close Won/Lost
  • Fit score as a Close Smart View

The data flow

Close leadsStackSignal enrichmentClose + ssos_* fields

The intelligence layer Close doesn’t provide.

Close gives you close is a sales crm built for inside sales and smb teams, with built-in calling, email, and sms. Here’s what changes when you route leads through StackSignal first.

Score the pipeline you already own in Close

StackSignal reads your existing Close leads, scores each against your ICP, and writes the fit score and the reasoning behind it back to Close custom fields — so dead pipeline and strong-fit accounts nobody is working surface to the top.

Buyer model seeded from Close Won/Lost

On first connection, StackSignal reads your Close Won and Lost opportunities and trains the initial buyer model from your real outcomes — no manual export.

Fit score as a Close Smart View

Once ssos_fit_score is a Close custom field, build a Smart View filtered to high-fit leads. That becomes the priority queue your reps work first.


How to connect Close with StackSignal.

01

Connect Close and create custom fields

Authorize Close in StackSignal settings. StackSignal creates the ssos_* custom fields on the Lead object via the Close API.

02

Seed the buyer model from Won/Lost

Click Analyze CRM. StackSignal reads your Won and Lost opportunities, maps them to leads, and trains the first version of your buyer model from your historical conversion data.

03

Score the accounts already in Close

StackSignal scores every lead in your Close instance against your model and writes ssos_fit_score, ssos_detected_stack, and ssos_score_reason back to each record.

04

Work the ranked Smart View

Build a Close Smart View on ssos_fit_score to surface the highest-fit accounts — including strong-fit leads nobody has touched and dead pipeline worth re-working.


Concrete outcomes from running Close through StackSignal.

  • Close leads get a fit score and the reasoning behind it written natively
  • Won/Lost history trains the buyer model from day one
  • Smart Views rank the pipeline you already own by fit
  • Strong-fit accounts nobody is working surface to the top

Ready to wire Close into StackSignal?

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