The newly introduced Close Integration offers a seamless way to utilize your contacts and leads to enhance Social Proof through Nudgify. With this integration, you can effortlessly synchronize your Close CRM data with Nudgify, thereby transforming contacts and leads into engaging social proof notifications on your website.
This integration empowers you to showcase real-time contact sign ups as nudges on your website, and also continously showcasing new additions from Close. By integrating Close with Nudgify, you strengthen credibility and foster trust with your visitors.
With this simplified Integration, your marketing efforts can now be better refined. In essence, this would help you boost conversions, and enhance the experiences of your website visitors. Hence, Nudgify and Close make a perfect match to equip you to get the necessary result for your online platforms.
How to Connect Nudgify with Close
To connect Nudgify with Close, follow these steps:
- Use the Close Integration to connect new users in your leads and display recent sign-up notifications.
- Copy Your Webhook URL: Access the integration page in your Nudgify account to find the Close integration and click “Connect” to obtain your Nudgify Webhook URL
- On your Close account, click the ‘Marketplace’ icon on the hompage (beside the bell icon)
- Then, go to ‘developers’ under ‘settings’ and click ‘New API Key’ on the left menu. Generate an API Key and Copy it.
- Afterwards, register your webhook using Close API Endpoints. To make it easier, you can clone our Close endpoint template by following these steps.
- Download our Close Postman collection here
- Go to postman, and import the collection you have downloaded
- Replace the API key with the API Key you have copied from Close.
- Copy your Close Webhook URL from your Nudgify account
- Replace the Webhook URL with the URL you copied from your Nudgify account
- Also, use the same Webhook URL in your API request
- Finally click on Send
- For event, select ‘added’; For ‘event object’, select ‘person’. Then, add a webhook name.
- Paste the Nudgify webhook URL for Close that you have copied in the URL field.
- Click save, and go back to Nudgify to click ‘I have done it’. There you have it!
- Congratulations, you can set up social proof notifications in Nudgify to display recent sign-ups from your Close CRM contacts.
Create Real-Time Social Proof Notifications
Once Nudgify and Close are connected, you can create social proof notifications to showcase recent activities. To create a social proof notification in Nudgify:
- Log in to your Nudgify account and navigate to the Streams.
- Click on “Create Nudge” and select a “Sign-up” Nudge.
- In the notification settings, select the “Close” data source
- Set the display rules, such as timing, frequency, and duration of the notification.
- Save and publsh your social proof notification.
Customize Design and Placement
Tailor the design and placement of Nudgify’s social proof notifications to align with your website’s branding and aesthetics. Customize colors, fonts, and animations to create a visually appealing experience. Experiment with different placements to maximize visibility and ensure the notifications capture visitors’ attention effectively.
Here is a quick glimpse into the design and placement settings that can make your notifications truly shine. Be sure to check out the official Nudgify documentation on nudge settings:
- Decide where your Nudges should appear. Most websites use Nudges in the bottom-right corner
- The highlight color applies to your hyperlinks the icons
- Adjust how long Nudges show, how quickly they appear after one another and add an initial delay to your Nudges
- Select a language for your notifications: Nudgify displays notifications in 32 languages.