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Close

Step 1: Get an API key from Close

To integrate your Close account with Plecto, you need to provide an API key. Follow these steps:

  1. Open Close and go to Settings > Integrations > API Keys >Β New API Key.

  2. Give your new API key a name (for example, Plecto) and click Create API Key.

  3. Copy the key to your clipboard. You will have to use it when creating a new Close data source in the next step.

  4. Move to Step 2.

Step 2: Connect Close with Plecto

  1. In Plecto, go to Data sources > New data source > Close.

  2. (Optional) Rename your credentials.

  3. Enter the API key and click Next.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. ClickΒ NextΒ to choose how much data to import and how long you want to keep it in the data source.

  7. ClickΒ ImportΒ to finish.

Available data

With our integration to Close, you can import the following data to Plecto:

Calls

Update frequency: 2m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Contacts

Update frequency: 2m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Custom Activities

Update frequency: 2m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Emails

Update frequency: 2m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Lead Status Change

Update frequency: 2m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Leads

Update frequency: 2m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? Yes
Supports relations? No

Meetings

Update frequency: 2m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Opportunities

Update frequency: 2m
Supports custom fields? Yes
Supports webhooks? No
Supports automatic registration deletion? Yes
Supports relations? Yes

Tasks

Update frequency: 2m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? Yes
Supports relations? No

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