Close.io Connector Setup Guide
This article describes how to set up the Close-io connector.
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 |
|
Title |
|
Phone |
|
Phone Type |
|
|
|
Email Type |
|
URL |
|
URL Type |
|
Action - Update an Existing Contact
Parameters
Parameter | Description |
---|---|
Contact ID |
|
Attributes |
|
Action - Delete a Contact
Parameters
Parameter | Description |
---|---|
Contact ID |
|
This page was last updated: June 17, 2020