Close setup

Set up Close for use with Xkit uses API key authentication to manage access to the Close API.

Xkit manages the process of retrieving and verifying API keys provided by customers so they get a simple, familiar experience.

When a customer tries to authenticate with Close they'll be presented with the following pop-up window:

Close API Key collection popup

Add Close as a CRM in Xkit

While logged into Xkit, go to the "CRMs" menu item and click on "Add CRM".

Select "Close", and add the information requested about the name presented to users.

Click "Save".

If you've already installed CRM Link you can test your Close setup by initiating CRM Link and selecting Close to connect.

Up next

Link user CRMs

Connect to your users' CRMs with our Javascript SDK

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