Set up Close for use with Xkit
Close.com 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:
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.
Test with CRM Link
If you've already installed CRM Link you can test your Close setup by initiating CRM Link and selecting Close to connect.
Link user CRMs