After creating your Spinify account, you'll need to generate a Webhook URL to integrate with Close CRM. Your Webhooks URL is then used to allow Close CRM to push records to Spinify.
Follow the instructions below to integrate Close CRM and Spinify.
1. Go to the Integrations page
- On the left-hand menu, select Settings
- Then select Integrations
2. Connect Close CRM with Spinify
- Choose "Connect" on the Close CRM Integration tile.
- Add a name for your Connection
- This will generate a Webhook URL and display it for you. Be sure to copy the Webhook URL, you will use this in the next section.
3. Add Spinify to Close CRM
- Navigate to Close CRM and create an API Key.
- Name the Key Spinify.
- Create a ticket and provide the API key: https://help.close.com/docs/api-keys-oauth
- To create a new API key, go to Settings > Developer > API Keys and click + New API Key .
- Spinify will automatically start syncing the following objects:
Leads
Opportunity
Call
Custom Activities