Close CRM – Connect Sign-ups

Turn your Close CRM Contacts into Social Proof

Close CRM is a sales-focused customer relationship management (CRM) platform designed to help small and medium-sized businesses streamline their sales processes, improve productivity, and close more deals. It is particularly well-suited for inside sales teams that rely heavily on email, phone calls, and task automation to manage their sales pipelines.

You can easily connect Close CRM to Nudgify with our Close CRM integration to showcase Social Proof notifications on your website, in real-time.

Connect Close CRM Sign-ups

The following data from Close CRM will be synced with Nudgify in order to build Nudges:

• Email
• First Name
• Last Name
• Date

Follow the steps below to connect your Close CRM user data to Nudgify and show new contacts in Sign-up Nudges.

Step 1. Copy Your Webhook URL

To manage your integrations, click the “Integrations” button on the left-hand sidebar. This will take you to the Integrations page, where you manage your integrations with other apps and software. Find Close CRM Sign-Ups in the list and click “Connect”.

Click to copy your Nudgify Webhook URL

Step 2. Create a Webhook in Close CRM and paste your Webhook URL

You will now paste your Nudgify Webhook URL in the right place in your Close CRM account so that new user data is sent automatically to your Nudgify account.

You can find here the Close CRM instructions for using Webhooks.

As a summary, follow these steps in your Close CRM dashboard:

1. 1. Go to Marketplace by clicking on the Marketplace Icon on the top right corner beside the bell icon.
   2. Go to Settings > Developer, click New API key on your left menu, to generate an API Key, copy it.
   3. Next, you will have to register your webhook using Close CRM’s API endpoints. You can follow the step by step guide below using our already created postman collection as a template. Click here to learn more about Close CRM’s API.
   4. Download our Close CRM’s postman collection here.
   5. Go to www.postman.com, click on import and import the collection from step 4.
   6. Replace the API-Key with your API-Key from step 2.
   7. Replace your webhookUrl with your Nudgify URL from Step 8.
   8. Copy the Nudgify Webhook URL from your Nudgify account.
   9. Use this webhook URL in your API request.
   10. Click on Send.

Go back to Nudgify and click the “I’ve done it” button.

Any new Sign-up will be added to your Sign-ups Data Feed. To turn these data into Social Proof Nudges on your site, create a Sign-up Nudge and select Close CRM as the data source.

Congratulations! You have now linked your new Close CRM sign-ups to Nudgify 🙌

Step 3. Create Sign-ups Nudges for new Close CRM Users

On your Data Feeds page, in the “sign-ups” tab, you will be able to see any new contacts that are sent to Nudgify. It’s time to start showcasing new Close CRM sign-ups in Social Proof Nudges!

You can create two types of Nudges with the Close CRM sign-ups integration.

1. Recent Sign-Ups Nudges that show single sign-ups
2. All Sign-Ups Nudges that show a count of multiple sign-ups

Show Recent Activity – Single Sign-ups

Go to the Nudges page and click “Add Nudge”. Choose the Nudge labeled “Recent Activity – Single Sign-up” from the Nudge Library.

You can now configure the selected Nudge. First of all, select “Close CRM Sign-Ups” as the data source. This way, the Nudge will use your Close CRM data to show in the Nudge:

You can also customise the text of the Nudge here (“subscribed to our newsletter”, “signed-up to our mailing list”, or whatever you want to display). You can also select how recent the sign-ups need to be that you want to display. Find out more about the customisation options for Sign-up Nudges.

Once you’re done, click “Continue”. The Nudge will now automatically capture and show individual recent sign-ups. You can track how your Nudges perform from your Statistics page.

Show All Sign-ups

When creating a new Nudge, choose the “Recent Activity – All Sign-ups” Nudge in your Nudge Library:

You can now configure the selected Nudge. First of all, select “Close CRM Sign-Ups” as the data source. This way, the Nudge will use your Close CRM data to show in the Nudge:

You can also customise the text of the Nudge here (“subscribed to our newsletter”, “signed-up to our mailing list”, or whatever else you want to put down). You can also select how recent the sign-ups need to be that you want to display, and set a minimum and maximum number of Sign-ups. Find more about the customization options for Sign-up Nudges.

Click “Continue”. The Nudge will now automatically capture and show a summary of recent subscriptions. You can track how your Nudges perform from your Statistics page.

That’s it! 🙌

All your new Close CRM Sign-Ups will now be turned into powerful Social Proof automatically and display Nudges on your site.