Close.io integration

Easily connect Close with Leadinfo. Once you connected the accounts you can add a timeline event to the company in Close. Allowing you to have access to valuable insights of your website visits in Close!

Why Connect Close to Leadinfo

Before you set up the integration, let's dive deeper into what the benefits of connecting Close to Leadinfo. First and foremost, with the integration you can:

🔗  Link website visitors to existing companies within Close

🆕  Send a website visitor of as a new company within Close

💻  View the visited pages of said company within Close


This allows you to integrate the information from Leadinfo into your current sales flow. 

Please note 📝 The pages a company visits will be shared after the connection has been made. Sending over pages does not work retro-actively. 

How do I set up the Close integration?

To set up the integration of Close you need to create an API Key within Close.

Step 1: Log into Close and navigate to "API Keys". Which can be found in your settings under "Integrations". 



Step 2:
From here you can create a new API Key by clicking on "+New API Key". Give you API Key a unique name and click on "Create API Key". Close will now generate an API Key. Do note that this API key can only be copied once! 


Step 3:
Go to your Leadinfo account and navigate to “Settings”. From here, you can select "Close.io" under “Integrations”. Paste the Application you copied and select "Connect with Close.io". 

How do I connect companies from Leadinfo to Close?

No data is shared with Close until you connect a company. You can do this from the company profile in the inbox.

1. Go to the company profile you want to connect.

2. Click on the button "Link to Close.io" in the right corner.

3. Connect the company to Close. You can do this in two ways:

3.a Does the company already have a profile in Close? Search for the company you would like to connect it to and click on "Connect".

3.b Do you want to create a new company in Close? Select the correct account manager, give the company a name (prefilled) and click on "Create and link".



4. 
You will immediately find the company as a lead in Close.

What information is shared?

When you create a new company from the inbox, Leadinfo will share the following information with Close:

  • Company name

  • Company domain name

  • Company description
  • Phone number

  • City

  • Region

  • Postal code

  • Country

  • Address

Good to know 📝  We never view the data of your CRM ourselves. The system only needs authorization, so Leadinfo can transfer the data to your CRM environment.