Now get your Close.io leads into Signable, automatically!
For a while we have supported other CRM’s, such as CapsuleCRM and always allow our customers to integrate anything they have using our easy to use API, available on all monthly/annual plans. An integration into Close.io has been a highly requested feature and as we like to build Signable based on the feedback of our customers, we had to oblige!
Our integration works in a similar way to our CapsuleCRM integration. All you need to do is enter your API key on our Close.io App page. You can also choose whether you want us to automatically add an activity to the Close.io lead within Close.io itself when Signable sends a document to them or when a document you have sent out is signed by a Close.io contact. Either way, just click the ‘Complete Setup’ button and you are good to go.
We will start syncing your leads and contacts into Signable, which should be complete within a few minutes, depending on how many contacts you have in Close.io. You are done! You don’t need to do anything else. Any changes to your contacts will be synced back to Signable, automatically and we will automatically track if you send a document to a contact and add an activity if appropriate.
This way, all of your sales team can be kept up to date with where their contracts and documents are all from one place.