Connect Pardot to Close.com with LeadsBridge

In this article, you'll learn how to set up the bridge and connect Pardot to My CRM Example using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

Head over to the left sidebar and click on the Create new Bridge green button
You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

Choose Pardot as the source for your bridge
Choose Close.com as the destination for your bridge
Click on the Continue button
At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)

Step 2: Configure your Pardot with Close.com

Step 2.A: Setup your Pardot integration

Click on Connect Pardot
Click on Create new integration to connect your Pardot (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Pardot integration
Click on Authorize and you will be prompted to the Pardot authorization experience
Here you will need to provide the info required and grant access to LeadsBridge
Once done, you will be get back to LeadsBridge application
You can choose a name for this Pardot and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your Pardot is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for Pardot

Other Info

To find your API Key to connect Pardot with LeadsBridge, just log into your Pardot account.
Then head to the "Settings" section and copy the "API User Key".

Step 2.C: Setup your Close.com integration

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

Step 2.D: 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.

Step 2.E: Email Receipt (Optional)

You may choose to receive an email receipt for each incoming lead.

Type the address(es) where you'd like to receive the receipt
You may also modify the Subject line of the email

Step 3: Fields Mapping

Here you'll be able to map your Pardot information with your Close.com fields.

You will have Close.com fields on the left. Match the information you wish to pass align from Pardot
Based on Close.com functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped

Step 3.A: Leads Filter (Optional)

If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions

Click on the link Add Filter for Incoming Leads on the top left
A popup wil be opened where you can configure the filter
You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration

Step 3.B Test Connection (Optional)

Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.

Step 4: Save and Publish

Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources:

Pardot documentation page and common questions
Close.com documentation page and common questions
LeadsBridge KNOWLEDGE BASE
Contact support from your account clicking on the top right Support button

How to connect Pardot with Close.com