Close.IO Integration
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 Note
Create Lead
Create a New Lead.
Appended Fields
Close.IO will append the following data to your lead.
| Appended Field | Description |
|---|---|
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.
| Field | Description |
|---|---|
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).
| Variable | Description |
|---|---|
| Closeio Api Key | Closeio API key |
| Closeio Custom | |
| Timeout Seconds | Produce 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 Field | Description |
|---|---|
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.
| Field | Description |
|---|---|
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).
| Variable | Description |
|---|---|
| Closeio Api Key | Closeio API key |
| Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |