How to Use Close Integration for monday.com

Installation Instructions

To install the Close Integration app, follow these steps:

  1. Follow the installation link or search for the app in the marketplace.
  2. Install the app.
    3. Add to monday.com

Prerequisites

  • A valid monday.com account.
  • Basic understanding of how to navigate and use monday.com.
  • A valid Close account.

Please ensure you meet these prerequisites before proceeding with the installation of the Close Integration app.

First Time Use Instructions

To get started with the Close Integration app, follow these steps:

  1. Install the app from the monday.com marketplace.
    Install the Close Integration app from the monday.com marketplace
  2. Then navigate to the Automations section in a board, and choose to create a new automation from scratch. Then, you can choose the Close Integration trigger and action to add it to your automation.
    Opening the Automations section and choosing to create a new automation from scratch in the Close Integration app
    Starting with an empty automation in the Close Integration app
  3. Now add the trigger and action from Close Integration to your automation, and configure them.

    In this example we will use the trigger "When a new opportunity is created in Close" and the action "Create an item".
    This trigger will be activated every time a new opportunity is created in Close, and the action will create an item in the chosen board for each new opportunity.
    Adding the trigger and action from Close Integration in the automation
    Choose the Close account. You will be asked to authorize the app and connect your Close account if you haven't done it already.
    Adding your Close account in the automation
    Authorizing your Close account in the automation
  4. Configure the action by choosing the board where you want to create items, and mapping the fields with the values from the trigger.
    After you choose the board, you can map the columns with the Close specific fields. The values from these fields will be used when creating your items.
    After you finish configuring the automation, click "Create automation".
    Setting up the fields with the desired mapping in the Close Integration automation
    Setting up the fields with the desired mapping in the Close Integration automation

Support Media

Here are some helpful resources to get you started with the Close Integration app:

Tutorial Videos