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Close Integration Overview
Close Integration Overview

Learn how to connect Close to QuotaPath

Updated over a week ago

QuotaPath's integration with Close allows you to easily import data from your Close account to use in QuotaPath to calculate commissions or inform payouts eligibility.

QuotaPath currently supports two versions of its Close integration: Close 1.0 and Close 2.0. Starting in February 2024, new customers will be automatically onboarded to the 2.0 version.

In this article, we'll cover the requirements to set up both versions of the integration. For more information on the differences between the integration versions and the benefits of upgrading, please review this article.

Integration Requirements

Before connecting Close to your QuotaPath workspace, you'll need to obtain the below information.

  1. API Key: The Close API Key generated for QuotaPath

    1. API Keys can be found in your Close account here.

Once you have the above information, you're ready to connect Close to your QuotaPath workspace!

Supported Objects

QuotaPath supports the ability to import the following objects from Close:

  • Leads (Most Common)

  • Users (Most Common)

  • Opportunities (Most Common)

  • Activity Custom Fields

  • Answered Detached Call Tasks

  • Call Activities

  • Contact Custom Fields

  • Contacts

  • Created Activities

  • Custom Activities

  • Custom Email Connected Accounts

  • Delete Bulk Actions

  • Dialer

  • Edit Bulk Action

  • Email Activities

  • Email Bulk Actions

  • Email Follow Up Tasks

  • Email Sequences

  • Email Templates

  • Email Thread Activities

  • Events

  • Google Connected Accounts

  • Incoming Email Tasks

  • Incoming SMS Tasks

  • Integration Links

  • Lead Custom Fields

  • Lead Status Change Activities

  • Lead Statuses

  • Lead Tasks

  • Meeting Activities

  • Missed Call Tasks

  • Note Activities

  • Opportunity Custom Fields

  • Opportunity Due Tasks

  • Opportunity Status Change Activities

  • Opportunity Statuses

  • Pipelines

  • Roles

  • Send As

  • Sequence Subscription Bulk Actions

  • Smart Views

  • SMS Activities

  • Task Completed Activities

  • Voicemail Tasks

  • Zoom Connected Accounts

How to connect Close 2.0

To connect Close 2.0 to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the Close 2.0 integration card and click ‘Connect’.

Integration Source Form

After clicking 'Connect', complete the following integration source form including selecting the date that you'd like to start importing data from Close and providing your API Key. Click 'Submit' when complete.

After receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.

Sync Schedule

At the top of the following screen, use the dropdown selector to set the sync frequency. In addition to these scheduled syncs, you'll always have the option to click 'Sync Now' on the Close integration card on the 'Integrations' page to trigger a manual sync.

Objects

Next, select the objects that you'd like to import into your QuotaPath workspace.

When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.

Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!

How to connect Close 1.0

To connect Close 1.0 to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the Close 1.0 integration card and click ‘Connect’.

Integration Source Form

Upon clicking 'Connect', you'll be prompted to provide a Close API Key:

Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!

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