Close

A guide on how to integrate your Close account with Plecto.

Last updated: Feb. 15, 2022

With our integration to Close, you can import the following data types to Plecto:

  • Calls, Contacts, Custom activities, Emails, Leads, Opportunities, Tasks.

Visit our Close integration page to see the technical details on the available data types, such as the update frequency, custom field support, and more.

To connect your Close account to Plecto, you need to provide an API key. Follow these steps:

  1. Open Close and go to Settings > Integrations > API Keys+ New API Key.
  2. Give your new API key a name (for example, Plecto) and click "Create API Key."
  3. Copy the key to your clipboard. You will have to use it when creating a new Close data source in the next step.

For more information, read Close's help guide on API keys.

  1. Go to Data management > Data sources > + New data source.
  2. Choose the Close integration from the list.
  3. Add the API key you created in Close and click "Next."
  4. Select the data types you want to import. In this step, feel free to adjust the data source title and other parameters in the advanced settings. You can also change the data source settings later once the data source has been created.
  5. Click "Next" to import your data. For each data type you import, Plecto will create one data source and place it under Data management > Data sources.

You have now integrated your Close account with Plecto. To help you get started, Plecto imports a month's worth of data automatically. If you want to import more data, follow this guide: Manual Refresh and Import of Data.

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