First, you need to go to https://trumpet.app/integrations to connect your Close account to trumpet. Find the Close integration then click Connect.
Go to https://app.close.com/settings/developer/api-keys/ and copy the API Key.
Go back to trumpet and paste the API key to set up the connection.
As of writing, here are the features available with the Close integration:
✅ Pull Contacts - assign a Pod to a contact
✅ Pull Deals - assign a Pod to a Deal
✅ Pull Companies - assign a Pod to a company
✅ Created Push - create a Pod when a deal is created in Close
✅ Opened Push - update your CRM record to say a Pod is opened.
✅ Shared Push - update your CRM record to say a Pod has been shared
✅ Comment Push - update your CRM record to say a Pod has a comment.
✅ Download Attachment Push - update your CRM record to say a Pod is opened.
✅ MAP (Mutual Action Plan) Updated Push - update your CRM record to say a step in the mutual action plan in the Pod is complete.
✅ Document Signed Push - update your CRM record to say a docuement in a Pod is signed.
Coming soon:
Form Submitted
File Uploaded Push
Video Played Push
Voice Note Played Push
Proposal Downloaded Push
Widget Viewed Push
FAQ:
Can we create a Pod from Close?
Currently, we can't. You still have to create a Pod from trumpet.app and pull up your leads (or Pod recipient) in the CRM search bar so all signals (mentioned above) will be synced to Close.