Skip to main content

Integrate with Close CRM and Dialer

Steps to integrate Close CRM with Rafiki AI

Written by Rafiki Customer Success Team

This article walks you through the installation steps for Rafiki AI with Close CRM and Dialer.

Integration of Rafiki AI with Close CRM is done by the Close admin for the entire organization.

Sign in to your Close CRM account to create your API key (for Close CRM Admin User):

  1. Click Settings > API Keys > + New API Key.

  2. You can find the API key provided to you in the field Your API key. Click Copy to copy the key to your clipboard.

Note:

  • You must be the Close CRM administrator for your company to connect Rafiki AI to Close.

  • Only one Close CRM account per company is supported.

  • You need to be at PROFESSIONAL or BUSINESS Close CRM license to be able to integrate with Rafiki AI. Lower license levels do not support integrations.

Steps to Complete Close CRM with Rafiki AI Integration

Step 1: Login to the Rafiki AI app.

Step 2: Navigate to Settings.

Step 3: Click on the Integrations tab.

Step 4: Click on the Add Integration button under Close CRM.

Step 5: Enter the Close Admin user's API Key (value copied from the Close Settings > API Settings page).

Step 6: Click on Authorize to complete the integration.

Upon successful completion, you will see your Close Leads and Opportunities visible in the Accounts and Deals dashboards. Only objects owned by Rafiki AI users are synced.

Did this answer your question?