Integration Guides


Obtaining Close Client ID and Secret

  • Open Close CRM and sigin or create an account
  • From the Left Pane go to Setting > Developer > OAuth Apps > Create apps. More details mentioned here
  • Get your client_id and client_secret:
    • Select your app
    • Copy Client ID and Client Secret

Connect to Close via Revert

  • Enter the client_id and client_secret you copied in the previous step into the App credentials here and click Submit.