QuotaPath's integration with Close allows you to easily import data from your Close account to use in QuotaPath to calculate commissions or inform payouts eligibility.
QuotaPath currently supports two versions of its Close integration: Close 1.0 and Close 2.0. Starting in February 2024, new customers will be automatically onboarded to the 2.0 version.
In this article, we'll cover the requirements to set up both versions of the integration. For more information on the differences between the integration versions and the benefits of upgrading, please review Integrations 2.0.
Integration Requirements
Before connecting Close to your QuotaPath workspace, you'll need to obtain the below information.
API Key: The Close API Key generated for QuotaPath
API Keys can be found in your Close account here.
Once you have the above information, you're ready to connect Close to your QuotaPath workspace!
Supported Objects
QuotaPath supports the ability to import the following objects from Close:
Leads (Most Common)
Users (Most Common)
Opportunities (Most Common)
Activity Custom Fields
Answered Detached Call Tasks
Call Activities
Contact Custom Fields
Contacts
Created Activities
Custom Activities
Custom Email Connected Accounts
Delete Bulk Actions
Dialer
Edit Bulk Action
Email Activities
Email Bulk Actions
Email Follow Up Tasks
Email Sequences
Email Templates
Email Thread Activities
Events
Google Connected Accounts
Incoming Email Tasks
Incoming SMS Tasks
Integration Links
Lead Custom Fields
Lead Status Change Activities
Lead Statuses
Lead Tasks
Meeting Activities
Missed Call Tasks
Note Activities
Opportunity Custom Fields
Opportunity Due Tasks
Opportunity Status Change Activities
Opportunity Statuses
Pipelines
Roles
Send As
Sequence Subscription Bulk Actions
Smart Views
SMS Activities
Task Completed Activities
Voicemail Tasks
Zoom Connected Accounts
How to connect Close 2.0
To connect Close 2.0 to your QuotaPath workspace, open Integrations in the Data group of the left-hand navigation (it is not under Settings). If you already have a source connected, you will land on Connected; otherwise you will see Available. Find the Close 2.0 integration card and click ‘Connect’.
Integration Source Form
After clicking 'Connect', complete the following integration source form including selecting the date that you'd like to start importing data from Close and providing your API Key. Click 'Submit' when complete.
After receiving the confirmation that the integration has been successfully connected, click 'Next' to proceed.
Sync Schedule
At the top of the following screen, use the dropdown selector to set the sync frequency. After the source is connected, open the Close card and choose Manage. Sync schedule, objects, re-authentication, and disconnect live on the Manage Source tab. To pull the latest records, an Admin clicks Sync and Refresh on the card or the source page (that action is admin-only).
Objects
Next, select the objects that you'd like to import into your QuotaPath workspace.
When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.
Once your integration is setup, you can map a component to this data. Visit How to Map a Component to your Data Source for more detailed instructions!
How to connect Close 1.0
To connect Close 1.0 to your QuotaPath workspace, open Integrations in the Data group of the left-hand navigation (it is not under Settings). If you already have a source connected, you will land on Connected; otherwise you will see Available. Find the Close 1.0 integration card and click ‘Connect’.
Integration Source Form
Upon clicking 'Connect', you'll be prompted to provide a Close API Key:
Once your integration is setup, you can map a component to this data. Visit How to Map a Component to your Data Source for more detailed instructions!