Close CRM integration with MeetRecord
Receive notes from your meetings in Close
Paras
Last Update منذ عام واحد
To fetch deal data from Close CRM, you have to integrate MeetRecord and Close. It is four steps easy process:
1) You have to be of Admin role to create API in Close. Go to Settings> Connect >Developer
2) Create New API Key, name it MeetRecord and copy the key. This API key will not be displayed again, so ensure you don't lose it.
3) You have to be Admin role in MeetRecord to integrate Close. Copy paste this API key in MeetRecord > Integrations
4) Icon should change from "Connect" --> "Connected" That is it!
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