Close

Close

Steps

Authentication

  1. Go to https://app.seekwell.io/integrations
  2. Search for Close and click on “Add”
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  1. Generate a new API Key for SeekWell at https://app.close.com/settings/api/
    1. Copy the API Key and authorize the app in SeekWell

Syncing data to Close

  1. Start a new block at https://app.seekwell.io/
  2. Write a SQL statement and run the query to verify the results are as expected.
  3. Under "Destination" on the right, select "Close".
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  1. Select your “object” (e.g. contact) and “operation” (e.g. create).
  2. Map your columns
    1. Click on "Mapping” (above the query results)
    2. Map the fields in “Source” and “Destination”
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  3. Click "Test Sync". Your results will appear in Close within a few seconds.