Close

Integrating Close with your forms on Reform allows you to streamline your sales process by automatically capturing and managing leads directly from form submissions. This helps you efficiently track, update, and nurture leads within Close, ensuring no potential customer falls through the cracks. By connecting your Reform to Close, you can enhance your sales pipeline, save time on manual data entry, and focus more on closing deals.

How to Integrate Your Reform with Close.com

1. Access the Integrations Page

  • Locate the Integrations Option: On the left-hand menu of your Reform dashboard, click on "Integrations". This will take you to the Integrations page, where you can view all the available integrations.

2. Add the Close.com Integration

  • On the Integrations page, scroll until you see the "Close" option.
  • Click on "Add Integration" next to the Close option. This will open a dedicated page for configuring the Close integration.

3. Generate an API Key from Close.com

  • In a new tab, log in to your Close.com account.
  • On the Close dashboard, click on "Settings" at the bottom left corner of the page.
  • In the expanded menu, scroll down to find the "Developer" option under the "Connect" category.

  • Create a New API Key:
    • Click on "+ New API Key" in the middle of the screen.
    • Name your API key (e.g., "Reform") and click "Create API Key".
    • Important: Copy and securely store the API key, as it won't be displayed again.

4. Connect Close.com to Reform

  • Go back to the Close integration page on Reform. Paste the API key into the "API Key" field.
  • Click "Save Integration" to establish a connection with Close. After saving, a confirmation message will indicate that you've successfully connected to Close.

5. Configure Your Integration

  • Additional Configuration:
    • New fields will appear below the confirmation. Here, you can choose to enrich existing leads, capture new leads, or both.
    • Fill out the required fields to ensure your form responses are handled correctly.

6. Enable the Integration

  • Finalize the Setup: Click "Save and enable integration" at the bottom of the screen to complete the process.

Now that the integration is enabled, when you go to your Close account, you'll find data from your form submissions under Leads and Contacts. You can easily analyze and customize this information as needed. Additionally, in Close, you'll see the form URL from which the lead originated, giving you clear insights into the source of each submission.

Note:

  • After entering and saving the API key, the connection between Close.com and your Reform is established. However, you must still enable the integration for each form individually from the "Integrations" page. This ensures that the integration is active only for the forms you want to connect with Close.

And that's it! Your form is now successfully integrated with Close.com, allowing form submissions to automatically create or update leads in Close.

If you have any specific needs, suggestions or have questions, please contact us at [email protected]. We're here to assist you!

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