CRM IntegrationBulk-generate personal links for your Close contacts or leads, send them via email templates, and know exactly who opened, what they read, and when to follow up.
Share documents, proposals, and presentations via personal links. Get notified the moment someone opens. See which pages they read, how long they spent, and where they dropped off.
Select a Close Smart View, bulk-generate personal links, and write them to custom fields. Send templated emails to your entire list — each contact gets their own individually tracked link.
Generate links for different assets — case study, proposal, pricing document. Build email sequences in Close where each follow-up shares a different trackable document.
Divide your list, personalize your content, track engagement, and focus on the prospects that care.
Short video walkthroughs showing how to set up the integration, generate links, and send them at scale.
Set up the integration and configure engagement sync in under 3 minutes.
Create a trackable link for a Close contact, write it to a custom field, and see what happens when they open it.
Select a Smart View, bulk-generate personal links, write them to custom fields, and send via email templates.
Create an API key in Close under Settings → Developer → API Keys. Paste it in HummingDeck under Workspace → Integrations. A Custom Activity type is created automatically.
Pick the leads or contacts you want to reach. Filter by any Smart View you've already built in Close.
Bulk-generate personal links and write them to custom fields. Send emails using Close templates or workflows — each contact or lead gets their own tracked link.
When a prospect opens your document, a Custom Activity appears on their timeline — with view duration, pages read, completion rate, and link clicks.
Get an email the moment someone views your document. See who opened, time spent, pages viewed, and link clicks — right in your inbox.
Get instant notifications in your team's Slack channel. Share engagement updates with your whole sales team in real time.
Learn more about Slack integration →Every view is automatically logged as a Custom Activity on the lead's timeline in Close — with full engagement details.
Document ViewedStart tracking prospect engagement in your CRM today.
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