Close

Steps

Authentication

  1. Go to https://app.seekwell.io/integrations.

  2. Search for Close and select “Add”.

    Add Close as Destination

  3. Enter a Name.

  4. Generate a new API Key for SeekWell at https://app.close.com/settings/api/.

    1. Copy the API Key and authorize the app in SeekWell.

Syncing data to Close

  1. Start a new block in SeekWell.

  2. Write a SQL statement and run the query to verify the results are as expected.

  3. Under Destination on the right, select Close.

    Select Close as destination

  4. Fill the following fields:

    1. Object (for example, contact)

    2. Operation (for example, create)

  5. Map your columns.

    1. Above the query results, select Mapping.

    2. Map the fields in Source and Destination.

      Map Soure and Destination columns

  6. Select Test Sync. Your results appear in Close within a few seconds.

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