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Close

Aron Gosselin

GETTING STARTED GUIDE: How to set up a new connection?

Close is designed with the goal of making sales people as efficient as possible. Make and receive calls with just one click. Calls are automatically logged and lead activity information is made immediately available. Close more deals. Make more sales.

Below you'll find detailed information, specifically for Close integrations:

Combined Shape

Close Contacts cannot be created through this integration. Contacts that already exist in your close instance prior the sync will be able to receive updates and sync 2-ways.

Supported Close Integrations

Authorizing Close

To connect your Close account, we need your API Key. You can create an API Key as shown on the below screenshot.

If you already authorized Close account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.

Choose your contact type

Close supports two data types;

  • Contacts (person details)
  • Leads (organisation details)

[IF] Supported Conditions/Filters

Combined Shape

The available Filters & Actions differ between the Leads and Contact entity.

Leads

  • Won opportunities
  • Status
  • Default field values
  • Custom fields
  • ALREADY EXISTING IN APP YOU SYNC WITH 

Contacts

  • ID
  • Name
  • Title
  • ALREADY EXISTING IN APP YOU SYNC WITH 

[THEN] Supported Actions

Leads

  • Update Status
  • Update Default fields
  • Update Custom fields

Contacts

  • Update Name
  • Update Title

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard Close fields being mapped by default. For instance, in a connection with HubSpot Marketing Hub, the default field mapping looks like this:

You have the ability to disable default mappings and reuse them in the custom mappings section.

Customizable Field Mapping

You can custom map your Close Leads Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well.

More information on Customizable Field Mapping here.

Combined Shape

Due to some technical and API limitations, Close Contacts cannot be created through this integration. However, updates will continue to sync both ways.

Combined Shape

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!

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