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Integrations

CRM & Customer Success

Connect Close CRM to Orbits.

Track sales activity and pipeline movement in Close.

What you can report on

Calls, email activity, pipeline stages, win rate, and deal velocity.

01

Add Close API key

Close uses API keys for CRM access.

02

Choose pipelines

Choose the pipelines this project dashboard should track.

03

Customize dashboard

Tell Orbits which metrics matter most. We use that guidance to shape the cached dashboard and refreshes for this integration.

04

Confirm setup

Orbits stores your project-level setup, caches vendor-shaped data, and generates the first dashboard. You can refresh it later or reopen customization without leaving the page.