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
  • The Lead ID can be found in the URL of the lead.
  • For more information on this endpoint, see Close.io documentation.
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
  • Example: http://twitter.com/google/
URL Type
  • Example: url

Action - Update an Existing Contact

Parameters

Parameter Description
Contact ID
  • The Contact ID is assigned when the contact is created and is prefaced with cont_.
  • Example: cont_y7YAwBXugpmy4YEnmCJPnOTFHLLOnn6gDfoeNTOBp8T
  • For more information on this endpoint, see Close.io documentation.
Attributes
  • Contact attributes you want to update.

Action - Delete a Contact

Parameters

Parameter Description
Contact ID
  • The Contact ID is assigned when the contact is created and is prefaced with cont_.
  • Example: cont_y7YAwBXugpmy4YEnmCJPnOTFHLLOnn6gDfoeNTOBp8T
  • For more information on this endpoint, see Close.io documentation.

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This page was last updated: June 17, 2020