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 to watch 🎬):

1. Inside Close CRM navigate to > Integrations:

Proceed to select the tab > API Keys:

2. Click >‘+ New API Key’, then the option to >‘Create API Key’:

Proceed to copy the API Key which is generated to your clipboard and store it safely (you’ll need to use this API Key in the next step:

3. After logging in to Allegrow navigate to Settings > Integrations, then click ‘Connect’ after entering your API key in the box displayed:

After completing these steps, you're all set with integration to Close CRM. If you have any questions don't hesitate to let us know.