Nº 26 · Integrations
Connect Close to SIGNL
Win rate, deal value and talk time from Close on dashboards. See what syncs, where it stops and how to set it up.
Applications open soon
See the whole workspace
Works with Close
What it does
Show the deals your team wins in Close, their value, your win rate, calls logged and talk time on dashboards. Optionally add each booking, call outcome, form, won deal and payment as a note on the Close lead. SIGNL only adds notes and new leads: it never changes or deletes anything in Close.
Early use: Checked against Close's published documentation, not yet against a live account.
What syncs
What it covers
6- Deals won and lost
- Won value (one-time deals)
- Win rate
- Calls logged and talk time
- By Close user
- Lead activity added to Close as notes (optional)
What it does not do
- SIGNL adds notes, and a lead when Close has none with that email. It never changes or deletes a lead, deal or call in Close.
- Notes go to Close only after you switch on "Add SIGNL activity to Close". Activity from before that is not sent.
Set it up
Connect in SIGNL
- In Close, open Settings, Developer, API Keys, and generate a new API key. Use a key from a user who can see the whole team's deals and calls: the key only sees what that user can.
- Paste it here and save. SIGNL checks it with the provider before calling it connected.
- Connected and proven: SIGNL has used it successfully.
Questions people ask
Which way does data move between SIGNL and Close?
Both ways, between SIGNL and Close: Deals won and lost, Won value (one-time deals), Win rate, Calls logged and talk time, By Close user, Lead activity added to Close as notes (optional).
How do I set up the connection to Close?
It takes 3 steps, listed above. The first: In Close, open Settings, Developer, API Keys, and generate a new API key. Use a key from a user who can see the whole team's deals and calls: the key only sees what that user can.
Where does the connection to Close stop?
Here is where the Close connection stops. SIGNL adds notes, and a lead when Close has none with that email. It never changes or deletes a lead, deal or call in Close. Notes go to Close only after you switch on "Add SIGNL activity to Close". Activity from before that is not sent.
How ready is the connection to Close?
Early use: the Close connection is built and switched on. Checked against Close's published documentation, not yet against a live account.
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Keep going
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