E.G. Get Slack Notifications for new Close leads
Possible entities as a Source are: List Contacts, List Activities, List Users, List Opportunities, List Tasks, List All Roles, List Lead Statuses, List Opportunity Statuses, List Pipelines, List Email Sequences, List Lead Custom Fields, List Contact Custom Fields, List Opportunity Custom Fields, List Leads
Possible entities as a Target are: Add a New Contact, Add an Email Activity, Add an Opportunity, Add a Task, Add a New Role, Add Lead Status, Add Opportunity Status, Add Note Activity, Add an Email Sequence, Add Lead Custom Field, Add Contact Custom Field, Add Opportunity Custom Field, Add a New Lead
Possible Task Triggers are: Schedule ( Hourly, Daily, Weekly and Monthly )
On Event ( Task Succeeded event)
If you need any additional functionality or additional entities, please make your request here.
Note: You can set up any integration within the Task itself, you do not need to set up the Integration beforehand.
First, log in to your SyncSpider account, and click on the option ‘Integrations’ located on the left side of the screen, as shown below:
Now, you will see the list of integrations offered by SyncSpider. Select Close application from the list, or use the search bar to find it easily.
NOTE: You can have more than one integration with one app/tool. E.G. Integrate your Google sheet with business email and WooCommerce. Using descriptions will help you to organize better.
After selecting Close, enter the integration name and description (optional) then click on the Next button.
You will now be prompted for the API key
Go to your Close CRM Dashboard, Click on "Settings" -> "API Key"
Click on "New API Key"
Name it . Copy and Paste it to SyncSpider.
Congratulations! Close is now successfully integrated.
Close is just one of the tools we support!
To check the list of the tools and features we support, please click here.
If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)
We develop the integrations based on the requests and up-votes :)
If you got any questions or need assistance, feel free to contact our support team via the chat widget on our site and within the SyncSpider app.