ClearView

Close

Live

Overview

The Close integration creates Leads in your Close CRM when ClearView identifies companies visiting your website. When a new company is detected or a lead reaches hot status, ClearView pushes the company data into Close as a Lead so your sales team can start outreach immediately. Enrichment data including industry, company size, and lead score is included with each record.

What Gets Synced

  • Companies created as Close Leads
  • Company name, domain, and URL
  • Industry and employee range
  • Lead score as a custom field
  • Visitor activity added as notes
  • First and last seen timestamps

Supported Events

EventDescription
company.identifiedFires when ClearView identifies a new company visiting your site. Creates a Lead in Close with company details and enrichment data.
lead.hotFires when a lead reaches the hot threshold. Creates or updates a Lead in Close with high-priority status and intent data.

Prerequisites

  • An active Close CRM account
  • Admin access to generate API keys in Close
  • A ClearView account with an active subscription

Setup Guide

Follow these steps to connect your Close account to ClearView:

  1. 1

    Log in to Close

    Open your Close account at app.close.com and sign in.

  2. 2

    Navigate to API Keys

    Go to Settings > API Keys in the left sidebar.

  3. 3

    Create a new API key

    Click Create API Key. Give it a name like "ClearView Integration". Your API key will start with api_.

  4. 4

    Copy the API key

    Copy the generated key immediately. It starts with api_ and will only be shown once.

  5. 5

    Open ClearView Integrations

    In your ClearView dashboard, navigate to Settings > Integrations.

  6. 6

    Connect Close

    Find the Close integration card and click Connect. Paste your API key into the API Key field.

  7. 7

    Save & Connect

    Click Save & Connect to activate the integration.

  8. 8

    Test the connection

    Click the Test button to verify ClearView can communicate with your Close account. A success message confirms everything is working.

Data Mapping

The following fields are mapped between ClearView and Close:

ClearView FieldClose Field
Company NameLead Name
DomainURL
IndustryCustom: Industry
Employee RangeCustom: Company Size
Lead ScoreCustom: ClearView Score
City / CountryAddress
First SeenCustom: First Seen
Last SeenCustom: Last Seen

Troubleshooting

Test connection fails with "401 Unauthorized"

Your API key may be invalid or revoked. Go to Close > Settings > API Keys to verify the key is active. If needed, create a new key and update it in ClearView.

Leads are not being created in Close

Ensure the integration shows a green "Connected" badge in ClearView Settings > Integrations. Also verify your Close account has not exceeded its API rate limits.

Duplicate leads appearing

ClearView deduplicates by company domain. If existing Close leads do not have a URL set, duplicates may be created. Ensure existing leads have their URL field populated.

Custom fields not appearing

ClearView creates custom fields (Industry, Company Size, ClearView Score) automatically on first sync. Ensure your Close plan supports custom fields and your API key has sufficient permissions.

Need Help?

Having trouble with the Close integration? Our support team is here to help.

Contact Support