Configure Close CRM integration settings to control call and SMS logging
Connect my tools2 min readUpdated 2026-03-14
After connecting JustCall to Close CRM, configure your integration settings to control how calls and texts are logged and how new leads are handled.
Available on: Team plan or higher (JustCall Web Portal only)
Access your Close settings
- Go to Dashboard > Integrations from the left menu.
- Open the My Active Integrations tab and find Close.
- Click Configure.
- Adjust settings across three sections: General Settings, Workflow Settings, and Connected Numbers.
- Click Save Changes when finished.
Use the ON/OFF toggle at the top right to enable or disable the integration without removing it.
General Settings
| Setting | What it does |
|---|---|
| Create new leads for unmatched numbers (ON) | Automatically creates a lead in Close when a call or text involves a number not linked to any existing lead |
| Create new leads for unmatched numbers (OFF) | No new lead is created for unknown numbers |
Turn this on to capture every potential lead from incoming and outgoing communications.
Workflow Settings
Choose how each communication type is recorded in Close:
| Communication type | Logging options |
|---|---|
| Outgoing answered calls | Disable, Calls |
| Outgoing unanswered calls | Disable, Calls |
| Incoming answered calls | Disable, Calls |
| Missed calls | Disable, Calls |
| Voicemails | Disable, Calls |
| Incoming SMS | Disable, SMS |
| Outgoing SMS | Disable, SMS |
Connected Numbers
Select which JustCall phone numbers log activity to Close:
- Use Select All to enable logging for every number.
- Check individual boxes to select specific numbers.
- Separate settings are available for call logging and SMS logging.
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