Close CRM

Close CRM is a sales engagement platform designed to help teams streamline outreach with built-in calling, email automation, and pipeline management. It focuses on improving productivity and closing deals faster with automation and analytics.

Integrating your application with Close CRM enhances your sales and customer relationship management capabilities by enabling streamlined lead management, automated workflows, and detailed analytics.

Authentication

Before you begin, make sure you have the following information:

• Connection Name: Choose a meaningful name for your connection. This name helps you identify the connection within your application or integration settings. It could be something descriptive like "MyAppCloseCRMIntegration".

• Authentication Type: Select the type of authentication for connecting to your Close CRM account:

  • API Key

API Key Based

1. Log in to your Close CRM account.

2. Navigate to Settings in the left-hand menu and select Developer inside the connect section.

3. Select API Key from top and click on it.

4. Enter a descriptive name for the API key.

5. Click Create API Key.

6. Copy the generated API key immediately, as it won’t be fully visible again after you leave the page.

7. Store the API key securely, treating it like a password.

Actions