Your leads and prospects expect you to have the necessary context before engaging with them. You can accomplish this by syncing lead and prospect data from your data warehouse to Close. You no longer need to worry about executives chasing the wrong leads or engaging with warm ones without proper context.
When inserting Note activities, Hightouch creates and attaches new Note activities to the Lead object you specify in your sync configuration.For more information about sync modes, refer to the sync modes docs.
Go to the Destinations overview page and click the Add destination button. Select Close and click Continue. You can then authenticate Hightouch to Close with a Close API key.You can generate a Close API Key in your Close account under Settings > API Keys.For more information, refer to Close’s docs.
Once you’ve set up your Close destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. Go to the Syncs overview page and click the Add sync button to begin. Then, select the relevant model and the Close destination you want to sync to.
To see the exact API requests and responses from each sync run, use the live debugger. To get notified by Slack, PagerDuty, SMS, or email when a sync fails, set up sync alerts. If you run into an issue this page doesn’t cover, .
