Close is the inside sales CRM of choice for startups and SMBs. Make more calls, send more emails, and close more deals starting today.
How does this integration help?
LinkedFusion's Native Close CRM Integration enables you and your teammates to sync their prospect's information and activities to Close. This integration creates a Lead automatically in Close once they accept the invitation sent from your LinkedFusion Sequence. If you're having a conversation with them, then this integration also syncs the conversation to the Contact information and saves the conversation as Notes.
It also automatically adds the contacts to your Pipeline Stages (Opportunities), so you and your teammates can easily access all the information from the Sales Pipeline.
Detailed Video Tutorial to Set up the Native Integration
How to get the Close API?
Login to your Close, and get to the Settings Page.
2. In Settings, click on API Keys under Integrations
3. Click on the + New API Key Button to create a new API Key & Copy the API Key.
Step-by-step Instructions to Set up the Integration
Login to the LinkedFusion portal, and get to the Dashboard.
Open Close CRM settings under Integrations on the left-hand side of the LinkedFusion Dashboard.
Once inside the Close CRM integration settings, put the Close API key in the API field in LinkedFusion's Close Settings, and hit Save Button.
After you save the changes, your will find other configuration fields on the settings page. Configure all the fields as per your requirements, and hit Save Button once again.
Once everything is Saved, create a new Sequence from Sequence Section.
If you need any assistance regarding this integration, you can email us at [email protected], or drop a message on the chat support to get immediate help.