Close CRM Set-Up with Lead Prosper
This support article will walk you through the process of integrating your close CRM account into Lead Prosper
Starting in your close CRM account, go to your settings tab and select the Developer option. From here, create a new API key for Lead Prosper by selecting "New API Key"
This will create an API Key. Make sure to select the copy option via the clipboard to the right of your API Key so that the key is copied into your clipboard. Also, it is important to write down your API key since you can only view it once
If you want to assign leads to a specific person in your Close CRM account, create a custom field in your Close CRM and label the type as User Single
For developer documentation go to developer.close.com This link can also be accessed in your Developer tab in settings
Next, create a ping post buyer in your Lead Prosper account. The ping will be utilized as a duplicate check to check your Close CRM system for duplicate leads while the post will post if it is not a duplicate
In your Ping Post, create a Static Field with the following:
Field Name: auth Field Value: Here you will enter your API Key and follow it with a Colon :
Now, copy the following into the ping, this will check the phone field for duplicates in the Close CRM account:
Ping URL: https://api.close.com/api/v1/data/search/ Request Method: POST Payload Type: JSON
Custom Headers: Add an additional custom header with the following: Authorization
Basic {{auth||encode:base64}}
For the body of the Ping, insert the following:
*** It is important to note that for the coding in the body, make sure to change the Lead Prosper values to your own set field names
{
"limit": null,
"query": {
"negate": false,
"queries": [
{
"negate": false,
"object_type": "lead",
"type": "object_type"
},
{
"negate": false,
"queries": [
{
"negate": false,
"related_object_type": "contact",
"related_query": {
"negate": false,
"queries": [
{
"negate": false,
"related_object_type": "contact_phone",
"related_query": {
"negate": false,
"queries": [
{
"condition": {
"mode": "full_words",
"type": "text",
"value": "+1{{phone}}"
},
"field": {
"field_name": "phone",
"object_type": "contact_phone",
"type": "regular_field"
},
"negate": false,
"type": "field_condition"
}
],
"type": "and"
},
"this_object_type": "contact",
"type": "has_related"
}
],
"type": "and"
},
"this_object_type": "lead",
"type": "has_related"
}
],
"type": "and"
}
],
"type": "and"
},
"results_limit": null,
"sort": [],
"include_counts": true
}
Next, under the Ping - Response Mapping, select "JSON" for Response type. For Condition, select "key equal with", for Key, type "count/total", for Value, type "0"
In the post, enter the following information:
Post URL: https://api.close.com/api/v1/lead/ Request Method: POST Payload Type: JSON
For the body of the Post, insert the following:
*** It is important to note that for the coding in the body, make sure to change the Lead Prosper values to your own set field names
{
"status": "stat_XXXXXXXXXXX",
"name": "{{first_name}} {{last_name}}",
"description": "",
"contacts": [
{
"name": "{{first_name}} {{last_name}}",
"emails": [
{
"type": "personal",
"email": "{{email}}"
}
],
"phones": [
{
"type": "mobile",
"phone": "{{phone}}"
}
]
}
],
"addresses": [
{
"label": "residential",
"address_1": "{{address}}",
"city": "{{city}}",
"state": "{{state}}",
"zipcode": "{{zip_code}}",
"country": "US"
}
],
"custom.cf_XXXXXXXXXXXXXX1": "user_XXXXXXXX",
"custom.cf_XXXXXXXXXXXXXX2": "***REPLACE_WITH_YOUR_VALUE1***",
"custom.cf_XXXXXXXXXXXXXX3": "***REPLACE_WITH_YOUR_VALUE1***"
}
To pull custom field IDs and user IDs, instructions are labeled here:
https://developer.close.com/resources/custom-fields/lead-custom-fields/
To follow the instructions, go to a free developer tool if you do not have one:
To pull user IDs, do a GET request for the url by using: https://api.close.com/api/v1/user/
In your developer tool, add the header, which is your api key in Base 64 coding (“basic”)
From there you can retrieve the user_id to the right in the id field
To pull custom field IDs, keep everything the same but change the URL to: https://api.close.com/api/v1/custom_field/lead/
From there you will see the name of the field under the “name” and the custom id associated under “id”
To pull statuses ID, keep everything the same but change the URL to:
https://api.close.com/api/v1/status/lead/
