Set up live sync with Close

Close live sync replaces the manual lost-opportunity export step with a continuous background pull from your Close workspace, so lost opportunities show up in Thawly automatically.

What live sync does#

• Thawly watches your Close workspace for new and updated lost opportunities (opportunity.status_type = "lost") across every lead pipeline you give it access to.
• Lost opportunities you mark in Close appear in Thawly automatically — no re-export, no Smart View juggling.
• Re-engagement signals fire when one of your monitored companies' UK public-data triggers lines up with a lost opportunity in your Close workspace.

What data Thawly reads#

Read-only by default; write only when you opt in to activity write-back. The Close OAuth consent screen will show the following scopes:

• offline_access — required so Thawly can keep syncing without you re-authenticating every hour.
• leads:read — pull the lead (company-level) name + website associated with each opportunity.
• opportunities:read — pull opportunities (with value, expected close date, status, and loss-reason text).
• opportunity_statuses:read — read your workspace's status definitions so the import filter shows the right lost statuses.
• lead_statuses:read — read lead-status definitions for downstream filtering.
• contacts:read — read the primary contact's title only so the AI knows whether it's writing to a CFO, a Head of IT, or Procurement.
• activities:write — used only if you opt in to the activity write-back feature (default off). When on, Thawly creates a single timestamped note activity on the Close lead each time it surfaces a re-engagement signal.

Thawly never sees contact-level personal data — no email addresses, no phone numbers, no contact names. Only job title and company-level lead context.

What Thawly never does#

• Never writes back to your Close workspace unless you explicitly opt in to the optional activity write-back feature (default off).
• Never deletes records.
• Never reads emails, call recordings, SMS bodies, or any communication content.
• Never modifies opportunity statuses, owners, values, or expected close dates.

Set up#

Close live sync requires an active Close subscription on Thawly's side — get in touch and we'll quote setup.

Request access →

In the meantime, the manual import path works today —

Open migration guide →

The manual route uses your team's Close seat to filter to lost opportunities, export the CSV, and drop it into Thawly. It takes about 10 minutes and gives you the same signal coverage as the live OAuth sync.

After setup#

Once live sync is enabled for your account:

• Sync runs every 15 minutes in the background.
• See sync status, last-sync time, and total opportunities imported on the integrations page.
• Disconnect any time from Settings → Integrations — revokes the OAuth token and stops all future syncs. Already-imported opportunities stay in Thawly.
• If the token is revoked from Close's side, the card flips to a red "Reconnect" state. Sync resumes the moment you reconnect.