Close Destination

Updated

About this integration

Close is the CRM platform of choice for startups and SMBs engaged in inside sales. This integration uses your source data to identify enrich leads in Close, helping you identify your prospects, better understand their needs, and close more sales.

Mode How we forward source data to the destination: through Customer.io's servers (cloud) or directly from the source (direct).Web sources Indicates whether or not this destination and mode supports our website source (JavaScript).Server sources Indicates whether or not this destination and mode supports our server-side sources (Go, NodeJS, Python).Supported calls The source methods this destination supports.Integration name The name of this integration if you want to enable or disable it in the integrations object.
CloudidentifyClose

Getting started

  1. Go to the Data Pipelines tab and click Connections.

  2. Click Add New under Destinations.

  3. Select the Close destination.

  4. (Optional) Select the sources that you want to connect to this destination. You can always connect sources to your destination later. We’ll only show you eligible sources.

  5. Configure your destination.

    1. Api Key: Your Close API key.

    2. Lead Custom Field Id For Company Id: Enter the ID of a Lead Custom Field that'll be used to store Company ID. You'll need to create this Lead Custom Field in Close first, and then the integration will use this field to store the Company ID when creating new contacts, and/or will be used as a lookup key when updating existing Lead. The Custom Field type must be a text. If this field is not filled out, it will only lookup and de-dupe based on Contact's email.

    3. Contact Custom Field Id For User Id: Enter the ID of a Contact Custom Field that'll be used to store User ID. You'll need to create this Contact Custom Field in Close first, and then the integration will use this field to store the User ID when creating new contacts, and/or will be used as a lookup key when updating existing Contacts. The Custom Field type must be a text. If this field is not filled out, it will only look up and de-dupe based on email.

    Setup your destination
    Setup your destination

  6. Click Enable Destination.

Actions

When you’re done setting up your destination, you can go to the Actions tab to see how we map source events to your destination.

You may need to add actions for this destination

While we often have default triggers for actions, we don't always add those actions as defaults. You may need to add actions to make sure that you're sending all the data that you want to send to your destination. See our actions page for help setting up actions.

ActionDefault TriggerDescription
Create or Update Contact and Lead

type = “identify”

Create or Update Contact and/or Lead. At first, Close will try to find Lead via Lead Company ID. If Lead is not found, Close will try to find a Contact either via Contact User ID or via Contact Email. If Contact is not found, Close will create a new Lead and Contact. It will also create a new Lead and Contact if Contact is found but exists under a Lead with different Lead Company ID. If the Action does not specify Lead Company ID, Close will update the Contact and also the Contact’s Lead. It might happen that Close will find multiple Contacts with the same Contact User ID or Contact Email. In such case, Close will update up to 10 Contacts, ordered by creation date.
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