Steps
Authentication
- Go to https://app.seekwell.io/integrations
- Search for Close and click on “Add”
- Generate a new API Key for SeekWell at https://app.close.com/settings/api/
- Copy the API Key and authorize the app in SeekWell
Syncing data to Close
- Start a new block at https://app.seekwell.io/
- Write a SQL statement and run the query to verify the results are as expected.
- Under "Destination" on the right, select "Close".
- Select your “object” (e.g. contact) and “operation” (e.g. create).
- Map your columns
- Click on "Mapping” (above the query results)
- Map the fields in “Source” and “Destination”
- Click "Test Sync". Your results will appear in Close within a few seconds.