Close.io Integration

By Andie Suggs

updated 5 months ago

Step 1: Authenticate and Authorize via the API Token

  • Within the app, go to Settings Integrations

  • Turn on the Close.io Integration switch.


  • Click Yes 


  • Enter your Close.io API key and choose whether to Sync Leads Automatically or Manually (explained further in the next step)

  • The Close.io integration switch will turn green after a successful connection 

Step 2: Send Leads to Close.io

There are two different ways to send leads to Close.io:

  • Send leads “Automatically“:

Choose “Automatically” for the lead-syncing preference in Step 1. This sends ALL NEW leads to Close.io

  • Send leads "Manually":

This is useful when:

  • You only want specific lists to go to Close.io

Go to Leads Choose the list > List Options > Send To > Close.io

  • To select individual leads to send to Close.io

Go to Leads Choose the list > Select contact(s ) > List Options > Send To > Close.io


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