Integrate Close.com with LeadsBridge

Intro

Close.io is a sales CRM sales people love. They can increase your productivity with all your sales communication in one place like customer management with built-in calling and email synchronization. You can make and receive calls while taking notes tied to each address book contact without leaving the application.

In this article, you'll learn how to connect your LeadsBridge account with Close.com.

Connect Close.com integration

Before you start

Authorize Close.com integration

Setup your Close.com integration

1. Click on Connect Close.com
2. Click on Create new integration to connect your Close.com (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the Close.com integration
4. Fill API Key field to connect Close.com with LeadsBridge
5. Click on the Authorize button
6. You can choose a name for this Close.com and LeadsBridge integration (you can also edit it later)
7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
8. Now that your Close.com is connected, you can continue with the set-up of your bridge

Configuration details for Close.com

How to get API Key

To find your Close.io API key, head to the upper right corner and choose Settings, then click on "Your API Keys" on the left sidebar.

Click on the blue "Generate New API Key" button and copy/paste your new shiny API key to LeadsBridge.

Which entity concepts we support for Close.com

With LeadsBridge you may use these entity concepts for Close.com.

1. Lead

2. Contact

Which segmentation concepts we support for Close.com

With LeadsBridge you may use these segmentation concepts for Close.com.

1. Status

Do you need help?

Here some additional resources:

• LeadsBridge KNOWLEDGE BASE
• Contact support from your account clicking on the top right Support button