Close CRM Integration

Automatically send your lead and opportunity data from Morty to Close CRM to help you save you time and keep your pipeline up to date—automatically!
 
With Close connected to your Morty account, you can:
✅ Auto-sync lead and deal data from Morty into Close
✅ Keep your follow-ups organized without copying data between platforms
✅ Track pipeline movement and next steps, all in one place

1
Sign Up With Close

Use this link to create an account with Close.

↗ ENROLL IN CLOSE CRM
2
Connect Accounts

Complete the request form below to connect your Close and Hemlock accounts.

3
Start Syncing

Automatically sync your borrower data from Hemlock into Close CRM.

Connect your Close CRM account to Morty

Once you have an account with Close CRM, complete this form to connect it with Morty.

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Name
Please use the email address associated with your Close account.
After you’ve created your Close account, please provide your organization’s ID.