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Adding a Close.io Connector

Adding a Close.io Connector

The Close.io connector gives you access to all of your leads, opportunities, and notes. To connect to Close.io, first you will need an API key. This key is generated in Close.io.

How to find your Close.io API key

1. In Close.io, select the dropdown under your profile icon and then select Your Account.

Profile menu in Close.io showing Your Account.

2. Select Your API Keys.

Your Account menu in Close.io

3. If you do not have any API keys generated, select New API Key.

New API Key button.

How to add a Close.io connector

1. Select Connectors from the left navigation to open the Connectors page.

Main menu in Popdock showing Connectors.

2. Select Add connector.

Add connector button in Popdock.

3. Select the Close connector. This will open a new window to start the creation of the connector.

Close.io connector.

4. Enter your API Key and then select Connect.

Having trouble adding this connector? Email support@eonesolutions.com

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How to find your Close.io API key How to add a Close.io connector

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