This article describes how to set up the Close.io connector.

In this article:

Table of Contents Placeholder

Connector Actions

Action Name AudienceStream EventStream
Create a New Contact
Update an Existing Contact
Delete a Contact

Configure Settings

Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.

After adding the connector, configure the following settings:

  • API Key
    • The API key acts as the username.
    • API keys are per organization and can be generated and deleted from the Close.io Settings page.

Action Settings - Parameters and Options

Click Next or go to the Actions tab. This is where you configure connector actions.

This section describes how to set up parameters and options for each action.

Action - Create a New Contact

Parameters

Parameter Description
Lead ID
Name
  • The name of the contact.
Title
  • The title of the contact.
Phone
  • The phone number of the contact.
Phone Type
  • The phone type.
  • Example: office, mobile
Email
  • The email of the contact.
Email Type
  • The email type.
  • For example: office, home
URL
URL Type
  • Example: url

Action - Update an Existing Contact

Parameters

Parameter Description
Contact ID
Attributes
  • Contact attributes you want to update.

Action - Delete a Contact

Parameters

Parameter Description
Contact ID