Create or update a lead in Close.io for each new form submission you receive.
With the Close.io app integration you can:
- Create a lead for each new form entry.
Or update a lead based on a matching email.
- After creating (or updating) your lead a note will be added with all the submission values
- Choose which lead status leads should be created with.
- Map form fields to lead fields, contact fields, or custom fields.
- Automatically create and configure an opportunity and attach it to your lead.
Connect Close.io to 99Inbound
In the 99Inbound console, navigate to
App Integrations in the sidebar and click ‘Connect’ next to the Close.io logo. You’ll be prompted for an API key
You can find this In your Close.io settings screen under ‘API Keys’
Connect Close.io to a form
If you haven’t created a form yet, see the form builder walkthrough
Once you’ve connected Close.io to 99Inbound you can add it to your forms. In the form configuration screen click ‘new integration’, then select your Close.io app.
You’ll be taken to the Close.io form configuration screen where you can set up your form specific settings.
There are three sections to configure:
- General configuration - set lead status and lead identification behavior.
- Field mappings - map form fields to specific
Customfields in Close.io.
- Other actions - set static lead values and configure opportunity creation.
Simply choose the values that you require
For each form field you can choose to:
- Ignore the field and do not map it to a custom field – the value will still be added to the lead note
- Map it to lead field (eg lead name, description)
- Map it to a contact field (email, phone, name, etc). This will create 1 contact on the lead
- Map it to a custom field - note only text and numeric custom fields are supported
Make sure to unselect the
ignore box if you are mapping to a specific field.
Here’s an example mapping
When this form is submitted it will create a lead that looks like this
Click to create an opportunity configuration, you can set all the major fields of a Close.io opportunity. Here is an example
This will create an opportunity in Close.io as below:
Click ‘set crm fields’ to add static field mappings that will be set on each and every lead created (or updated) through 99Inbound.
Sync failure due to field error
If you map a form field to a Close.io field with a specific format requirement then it is possible for a Close.io app sync to fail if the form value does not meet the Close.io field criteria.
For example, if you map a field to
Contact.Phone, and someone enters a non-phone value then the sync will fail.
You can prevent this by setting the correct field type for your 99Inbound fields. If you have built a custom form endpoint, you should make sure the field type is set in the html.
Missing custom field
If you map a form field to a custom field, then delete that custom field in Close.io the sync will not be able to find the custom field and will fail. You can solve this issue by remapping the form field to a new Close.io field.