How to integrate Close to GetAccept

If you are using Close CRM and would like to connect it with GetAccept to have your send-outs connected to your Close Opportunities, you can do so very easily using the Close API Key in the settings.

Log into Close
In the upper left corner, click on your user name and select Account
In the side menu that will pop up to the right click on API keys
Click on + New API key in the upper right corner
Enter an API key name
Click on Create API key
Copy the API key
Go back to your GetAccept account and navigate to the close CRM settings under Integrations, click settings and there paste your API key.
Click on Save when you are done

When done, make sure to go back to your Close CRM integration and add the integration links to be able to create send-outs.

Click on your user name in the upper left corner
Click on account
In the menu that will pop up to your right click on Integration link under Customization
Add both links for opportunity and lead:
- https://app.getaccept.com/auth/closeio/?lead_id={{lead.id}}
- https://app.getaccept.com/auth/closeio/?opportunity_id={{opportunity.id}}

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