Table of contents
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 > 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.
Click Next to choose how much data to import and how long you want to keep it in the data source.
Click Import to finish.
Available data
With our integration to Close, you can import the following data to Plecto:
Calls
Contacts
Custom activities
Emails
Lead status change
Leads
Meetings
Opportunities
Tasks