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Adding a Close.io Connector

Adding a Close.io Connector

Published: Sep 01, 2023

Popdock
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  - Using an Activity Party
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  - Using an OData Field Lookup
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  - Using a Page Field Lookup
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- Working with Trello View Category
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Zendesk Apps
- Inner zendesk category View Category
  - Test documentation

Adding a Close.io Connector

Published: Sep 01, 2023

The Close.io connector gives you access to all of your leads, opportunities, and notes. To connect to Close.io, first you will need an API key. This key is generated in Close.io.

How to find your Close.io API key:

1. In Close.io, click on the dropdown under your profile icon and select “Your Account”.

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2. Select Your API Keys.

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3. If you do not have any API keys generated, click on Generate New API Key.

How to add a Close.io connector:

1. Select Connectors from the left navigation drop-down menu to open the Connectors page.

2. Select the Add connector button.

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3. Select the Close.io connector. This will open a new window to start the creation of the connector.

4. Enter your API Key and click Connect.

Having trouble adding this connector? Email support@eonesolutions.com

Content

How to find your Close.io API key: How to add a Close.io connector:

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