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Add a Close CRM Connector

Sorcha McVeigh avatar
Written by Sorcha McVeigh
Updated yesterday

How to add a Close CRM Connector in Hurree

You can easily connect your Close CRM account to Hurree to sync your data and visualize your sales metrics. Follow these steps to set up the Connector:

Step 1: Access the Connectors Tab

  • Log in to your Hurree account.

  • Navigate to the Connectors tab.

  • Find and click on the Close CRM integration.

  • You will be prompted to enter an API Key.

Step 2: Log in to Close CRM

  • Open your Close CRM account.

  • Click on settings in the top-right corner.

Step 3: Navigate to developer settings

  • In the settings menu, select developer.

Step 4: Create a new API Key

  • Click on API Keys.

  • Select new API Key.

  • Give your key a name (we recommend" Hurree”).

  • Copy the generated API Key.

  • Return to Hurree, paste the API Key into the prompt, and click Connect.

Once connected, your Close CRM data will automatically sync with Hurree, enabling you to create dashboards and reports instantly.

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