CRM mirror · CRM mirror
Close integration
Two-way sync. Opportunity, lead, activity objects.
Close.com sync covers lead, opportunity, contact, and activity objects.
Setup steps
- Open Actium settings; pick Close from the integration catalog.
- Authenticate via OAuth or API token (varies; see permissions below).
- Choose which assistants should use this integration.
- Save; the connection is live and ready for the next scheduled run.
Permissions requested
- Close API key scopes
Supported actions
- mirror leads
- mirror opportunities
Example data flow
Bidirectional.
Privacy notes
Standard Close API key auth.