Close.io Integration

This integration allows you to connect and pull data from Close into your data notebooks.

In this guide:

1. Prerequisites
2. Connecting your Close.io
3. Query Close leads

Prerequisites

To connect Close.io with your data notebooks you need to have the following:

• Close.io account with the appropriate permissions
• Intersect account and owner access level

Connecting Close.io

You can add your Close integration from the Dashboard > Integrations > Add integrations > Add Close section. 

One-click on the Close CRM box and the connection portal will open. These are the fields that are required for the connection to be successful:

• Integration name
• API key

To get your API key follow the official documentation by Close.

If your information is entered correctly and the connection is successful, you should be able to see your new Close integration on your Integrations page. 

Pull leads data from Close

After you configure your Close integration, you can import your CRM data into your notebook. To do that, click Import data > CRM > Close > Query Close leads (Add).

Once you select the integration, a new “Query leads from Close” step will be added to your data notebook. To successfully pull data you will need to select the integration name and add a custom query. In our case, we wanted to pull this month's leads, so we used the following query:

date_created:"this month"