*(To make sure your entire team understand and are ready for how the Safety Net works, share and read our separate overview guide here).
First of all, you’ll need both a Close and Allegrow account for the integration step-up.
So, if you haven’t opened your Allegrow account yet pick a plan and get started here.
Now, if you’re ready to integrate your Allegrow account to Close CRM, follow the steps below. (or if you prefer video, here's one 🎬)
1. Make sure you’re logged in to the Admin User of your Close CRM account.
You’ll need your Close CRM admin user open in a separate tab for the integration to be successful.
2. Log in to Allegrow, Go to Settings > Integrations, then select ‘Connect Close’:
3. Authorize Allegrow, connecting to your Close account by clicking 'Allow'
4. After selecting ‘Allow' you should see a success message display in the right-hand corner of your screen. Showing ‘Successfully connected to Close’:
*Make Sure your Close Admin is listed as the connected user. Otherwise, the integration may not provide the email Safety Net across all your users.
*The Integration will display all mailboxes within your Close CRM instance and give you the option to enable the Safety Net for the users who are performing the riskiest activity.
Remember, the number of users that you can have the Safety Net live for is tied directly to your package allowance.
