The Integrations Dashboard is your hub for connecting SalesCloser to the tools you already use. From CRMs to third-party apps, you can set up workflows, manage integrations, and generate API tokens, all in one place.
Workflows
Workflows let you connect your account to third-party applications and automate tasks such as syncing data or updating your CRM.
How it works:
Open the Workflow Editor.
Search for the app you want to connect (e.g., HubSpot, Salesforce, Google Sheets).
Sign in to authenticate your account.
Select a Trigger (at the top of the dropdown list).
Triggers start the workflow (e.g., “When a call ends”).
Select an Action (at the bottom of the dropdown list).
Actions are what happen after the trigger (e.g., “Send data to CRM”).
Connect all the required apps and click Start to activate the workflow.
💡 Tip: Double-check that both the trigger and action apps are connected before starting the workflow.
My Integrations
This section shows all the integrations that you’ve already connected to your account from the Marketplace, which are predefined integrations.
Marketplace
The Marketplace provides pre-built integrations that you can quickly enable.
Simply choose from the provided list.
Sign in with your account credentials.
Start using it instantly with no additional setup.
API Tokens
If you need to connect SalesCloser to an external source not listed in the Marketplace or Workflows, you can generate your own API Token.
Go to the API Tokens section.
Click Generate Token.
Use the token with your external system to securely connect to SalesCloser.
⚠️ Keep your API token private. Anyone with the token can access your account’s data through the API.