Close
Write-through: leads, contacts, opportunities, tasks and notes are written to Close.
How it connects
- Connected once for the workspace, by an owner.
- You paste your API key from Close; it's stored encrypted.
- New items are picked up about every 5 minutes. With the optional webhook signature key added, changes arrive as they happen.
Keep your current CRM. Closefinch syncs two ways, or writes through, and shows conflicts for a person to settle. Moving over instead? The migration tool imports from a connected CRM or files.
Connect it
- In Closefinch, open Settings → Integrations and find Close under its category.
- Choose Close and paste your API key.
- New items are picked up about every 5 minutes. With the optional webhook signature key added, changes arrive as they happen. You can pause it or disconnect at any time.
What the form asks for
- API key: Close → Settings → Developer → API keys.
- Webhook signature key (optional)
More in CRMs
Connect Close
Sign up, then open Settings → Integrations in the app. Free for up to 3 seats, no card.