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:
Open Close and go to Settings > Integrations > API Keys >Β New API Key.
Give your new API key a name (for example, Plecto) and click Create API Key.
Copy the key to your clipboard. You will have to use it when creating a new Close data source in the next step.
Move to Step 2.
Step 2: Connect Close with Plecto
In Plecto, go to Data sources > New data source > Close.
(Optional) Rename your credentials.
Enter the API key and click Next.
Select the data you want to import.
Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.
ClickΒ NextΒ to choose how much data to import and how long you want to keep it in the data source.
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