Close CRM is powerful all-in-one customer relationship management (CRM) software that helps businesses manage and streamline their calling, email automation, predictive dialers, and sales process, track customer interactions, and improve customer relationships.
After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:
|
Setting |
Instructions |
|---|---|
|
Name your connection * |
Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account. |
|
API token * |
Enter your Close CRM API token. Multiple layers of protection, including AES 256 encryption, are in place to keep your API token safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text. |
Tip
This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see Basic auth universal connector documentation.
-
Sign in to your Close CRM account.
-
Navigate to Settings > Connect > API keys.
-
Click + New API key.
-
Enter API key name.
-
Click Create API key.
-
Copy API key.
Comments
Please sign in to leave a comment.