Close.io Connector Setup Guide | Server-Side Connectors

Connector Actions

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.

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.

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`

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.

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.