Before you start
- In Justwon: you must be an owner or an admin of the workspace. A Close connection belongs to the whole workspace. See Roles.
- Your credential: Create an API key in Close as a user who can see the leads you want Justwon to read.
Connect
- Sign in to https://app.justwon.ai and open Integrations.
- Open the Available tab, find Close and select it. Its card says Connect.
- Paste the credential from Close into the field, then select Connect.
Justwon reads nothing yet. The connection shows a setup to finish first, and the first read starts when you finish it. After that, Justwon keeps reading on a schedule until you disconnect.
What Justwon reads
Justwon reads the leads, contacts and opportunities in Close.
What Justwon may do
Justwon may do these in Close:
- Create note
- Create task
- Update opportunity field
Each one runs only when your team has approved it or has allowed that kind of action to run on its own. You choose which of them Justwon may do in the connection's Configuration tab.
Disconnect
- Open Integrations and the Connected tab, and select the Close connection.
- Open the Configuration tab. Under Disconnecting, select the button for Close, then select Disconnect.
Reading stops and the connection is removed. What stays and what goes is the same for every tool: see Where your data is held. Remove the key or token you created in Close too, so nothing is left that could be used.
If the connection does not finish
- Close says the credential is wrong. Create it again and paste it without spaces before or after. Check that it belongs to an account that can see the data Justwon reads.
- The connection stops later and asks you to reconnect. The credential was removed or has expired. Select the connection and reconnect it with a new one. The configuration and everything already read are kept. See a connection that is stuck.