Close.IO Integration

PRICING

Standard Transactional Pricing

Learn More
VERSION

0.1.12

ADDITIONAL INFO

Close.IO Website

Overview

Close.io is built from the ground up to be more than just a CRM. It makes brings the communication loop directly into your leads management.


Create Lead

Create a New Lead.

Appended Fields

Close.IO will append the following data to your lead.

Appended FieldDescription
Outcome
The outcome of the transaction (default is success)
Reason
If the outcome was a failure, this is the reason
Id
The ID of the Close.io lead that was created

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
First Name
First name
Last Name
Last name
Email
Email address
Phone 1
First telephone number
Phone 2
Second telephone number
Phone 3
Third telephone number
Address 1
Address 1
Address 2
Address 2
City
City
State
State
Postal Code
Postal Code
Country
Country
Website
Website
Company Name
Company name

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Closeio Api KeyCloseio API key
Closeio Custom
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)

Create Note

Add a Note for an existing Lead.

Appended Fields

Close.IO will append the following data to your lead.

Appended FieldDescription
Outcome
The outcome of the transaction (default is success)
Reason
If the outcome was a failure, this is the reason
Id
The ID of the Close.io note that was created

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
Closeio Id
Required fieldClose.IO needs this data to function.
ID of the Closeio lead to add a note to
Comments
Required fieldClose.IO needs this data to function.
Comments/notes

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Closeio Api KeyCloseio API key
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)