How to Get Started with Close.io

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About Close.io's Integration

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.

Connect Close.io to Zapier

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.

Give your Close.io account a title

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

Retrieve your Close.io 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.

Zapier tests your account

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

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