Databases & CRM
Set up Close (CRM)
Connect Close to make your sales pipeline searchable — leads with their contacts and opportunities as linked records with exact value rollups, and the notes, calls and emails logged against each brought in as dated activity. Read-only.
- In Close open Settings → Developer → API Keys and create a key.
- Documents → Close, paste the key. Under Advanced, choose whether logged activity (notes, calls, emails) comes in — it does by default.
- Choose access groups, Test, then Sync.
The key reads what its creating user can see. Activity syncs newest-first and is bounded — activity already synced stays searchable past the bound.
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Last updated 29 Aug 2026