Close Help & Support

How to Get Started with Close.io

About Close.io's Integration#

• Admin/owner permissions: Admin/Super User (Custom)
• Paid/versioned account: Basic/Professional/Business
• Custom field support: Yes
• Partner’s documentation: https://blog.close.com/close.io-zapier-integrations-webinar

Connecting with Close.io#

The first thing you'll need to do to get started with hooking up Close.io with Zapier and hundreds of other services is to add your Close.io Account to Zapier. Click to add a Close.io account in your Zap.

Next you will give your new Account a name or label, which is just a handy name for you to recognize within Zapier. It doesn't matter what you name it.

You should then log into Close.io to retrieve your API key.

Navigate to your Close.io API key, which is located under settings > API keys. Then enter the API key into the API key field under your account title field.

Entering your Close.io API key finishes the process! Your Close.io account is now connected to Zapier.

Popular Things To Do With Close.io

Common Problems with Close.io

I want to trigger off of a completed task#

You can use the New Task trigger to do this by selecting this in the trigger set up:

Getting an "Unauthorized" Error when using the Create Lead Action#

Close.io gives an "Unauthorized" error when the user doesn't have access to a particular lead ("lead_id"). This also applies to deleted leads since technically they're not accessible.

Tasks are not being added to Lead#

Make sure the due date is in a valid ISO 8601 format.