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Pro plan. Close works through a connection, HTTP steps and listeners (Wait for webhook, Call & wait), which are part of Pro and Agency (and the free trial). Anything you already have keeps working on every plan. See Plans and billing.
When a contact replies on LinkedIn, a Webhook / HTTP step creates a Close lead with its contact (name, title, email), ready for your reps to call.
How it connects: Close’s API with an API key (basic auth). See Close’s create a lead and create a contact docs. Requests and answers follow Close’s docs.

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Before you start

  • An API key: in Close, open Settings > Developer > API Keys and create one.

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1. Connect Close

In Kerux, open Integrations > Connections, click Connect on Custom API (under Developers):
  • How it signs in: Username and password: the API key as user name, the password empty.
  • Base URL: https://api.close.com
Click Save, then Test connection.

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2. Create the Close lead when someone replies

A contact who replies leaves the campaign (the When the contact replies box). In that box, add Send to another campaign and pick a short “Replied: to Close” campaign. Its first step is a Webhook / HTTP step with the Close connection:
To keep the LinkedIn profile on the contact, add it in the contact’s URL list or a custom field, with the shapes Close’s contact docs show. Close nests contacts in the lead; activities, tasks and opportunities are posted separately (Close’s docs). The answer has the Close lead’s id and url: {{steps.<step>.response.body.id}}.

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3. React to status changes in Close

Close webhooks are created with a call to Close’s webhook endpoint (see Close’s webhook docs), for example for Close lead updates. Point it to a Kerux Wait for webhook step with One shared URL + a match rule, matched on the Close lead id from step 2. Click Listen for test event, change a test lead’s status in Close, and branch on the status field from the sample.

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Test with one contact

In the follow-up campaign’s Builder, click Test to open Test on one contact, then open the lead in Close from the url in the answer.

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Common errors

The key goes in the user name with an empty password. Edit the connection and paste it again.
Each email needs its type. Keep office as above or use a type Close lists.
Creating a lead doesn’t merge with an existing one. Search Close first and add the contact to the existing lead with the contacts endpoint and its lead_id.
Related: Webhook steps, Connections.