Snowball
+
CL

Snowball + Close

Close powers your calls. Snowball fills your pipeline.

Quick Comparison

FeatureSnowballClose
Best forField lead captureInside sales & calling
Business card scanning2-second AI scanNot available
Offline mode
Voice notesCall recording
Built-in callingNot availableYes
Email sequencesVia Close syncNative
Pipeline viewsBasicFull
Lead scoringVia tagsNative

The Opportunity

Close is built for inside sales teams who live on the phone. Its built-in calling and email sequences are excellent. But Close can't help you capture leads at events. That's where Snowball comes in.

How They Work Together

Event Lead Capture

Scan business cards in 2 seconds. Close has no card scanning—every lead is manual entry.

Field Voice Notes

Record context at events before the first call. Close records calls, but you need context before you dial.

Offline for Events

Conference wifi fails. Snowball doesn't. Capture leads offline, sync to Close later.

Context for Calls

Voice notes sync to Close as lead notes. Your reps have context before they pick up the phone.

The Combined Workflow

Capture in the field, call from Close.

1
At the Event

Scan cards, record voice notes with context

2
Tag Leads

Mark hot leads, note specific interests

3
Auto-Sync

Leads flow into Close with full context

4
In Close

Call leads with voice note context, track to close

Real Scenario: SDR Team at Conference

An SDR captures 40 leads at a conference with Snowball. Each has a voice note: "Budget $50K, timeline Q2, needs demo with security team." Back at the office, the leads are in Close. When the SDR calls, they have full context—not just a name. First call connect rate improves 40%.

What Syncs to Close

  • Lead records with contact details
  • Voice note transcripts as lead notes
  • Tags for segmentation and routing
  • Lead source for event ROI tracking
  • Tasks for follow-up activities

Connect in Minutes

1

Open Snowball Settings > Integrations

2

Select Close and authorize with API key

3

Configure lead creation settings

4

Map tags to Close custom fields

5

Start capturing—leads appear in Close

Frequently Asked Questions

Does Snowball have calling features?

No. Snowball focuses on lead capture. Close handles calling. They work together perfectly.

How do voice notes help with calls?

Voice notes capture context at events—budget, timeline, specific needs. This syncs to Close so reps have talking points before dialing.

Can I create opportunities automatically?

Yes. Configure Snowball to create Close opportunities when you tag leads as "hot" or any custom tag.

Does this work with Close sequences?

Yes. New leads from Snowball can be automatically added to Close email sequences.

Ready to connect Snowball with Close?

Capture contacts in the field and sync them automatically.