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Close

Connect Close to Cendriix to sales CRM with built-in calling and email.

Authentication

Close uses API key authentication. You’ll need to generate an API key from your Close dashboard.

Setup

  1. Navigate to Settings → Integrations → Connectors
  2. Find Close in the connector list
  3. Click Connect
  4. Enter your API key when prompted
  5. The connector will be activated immediately

Admin Setup (Self-Hosted)

To enable Close for your Cendriix instance:

  1. Generate an API key from your Close dashboard 
  2. Note the API key for the next step
  3. Populate the Secrets Manager secret cendriix/prod/connectors/close with:
    { "api_key": "..." }

Use Cases

  • Sales CRM with built-in calling and email
  • Automate workflows between Close and your other connected tools
  • Query Close data from Cendra AI assistant

Documentation

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