CRM

Close integration

arteemis writes your prospecting in Close as it happens: the contact and their lead, every email sent and every reply as an email activity, LinkedIn messages and accepted invitations as notes, and an opportunity when you move someone in your pipeline. In the other direction, it imports the contacts of a Smart View and keeps the people of won and active opportunities out of your campaigns.

Connect Close Contact support

What it does

What arteemis writes to Close

The contact with the person's email address; else a new contact on the lead kept for their company; else a new lead with the person as its contact.
Each email sent and each email reply, as an email activity (sent, or received for a reply). arteemis never writes an email Close would send.
Each LinkedIn message and reply, and each accepted invitation, as a note.
A pipeline move in arteemis, as an opportunity in the status you map it to.
Never an email address arteemis knows to be invalid or bounced, and never how an address was verified.

What arteemis reads from Close

Won and active opportunities, with their contacts' email addresses and their lead's website domain.
Your Smart Views, to import one into arteemis.
Your opportunity statuses, to map the arteemis stages to them.

The people and companies of won and active opportunities stay out of your campaigns. They are read once an hour (and at once when you connect), by email address and by company domain, never by the domain of a free mailbox such as gmail.com. A campaign passes over them without sending anything; once the opportunity is lost, their sequence resumes. Messages you write yourself from the inbox are not affected.

Requirements

The owner or admin role in your arteemis workspace: only they connect integrations.
A Close user of the organization to connect.
The access arteemis asks for: full access to the organization (all.full_access), and staying connected (offline_access).

Set it up

Connect

1Sign in to arteemis and open Settings > Integrations.
2Under CRM, choose Connect on the Close card.
3Close opens: sign in if asked, then authorize arteemis.
4You land back on Settings > Integrations. The card reads Connected to, followed by your Close organization's name. arteemis reads your won and active opportunities right away.

Choose the settings

1Choose Settings on the Close card. Each change is saved at once.
2Keep customers and open deals out of campaigns is on at first; the sheet says how many addresses and domains are kept out.
3Under Deals, pick the Pipeline, then for each arteemis stage the opportunity status it becomes. A stage left on Not written writes no opportunity.
4Under Import a list, pick a Smart View and choose Import: its contacts arrive in the arteemis list of the same name, up to 20,000 contacts.

Data exchanged

Data	Direction	Details
Leads and contacts	arteemis to Close	Email address, name, job title, phone, company.
Email activities	arteemis to Close	Each campaign email sent or received, with its subject and text, logged as sent or received.
Notes	arteemis to Close	Each LinkedIn message sent or received, and each accepted invitation.
Opportunities	arteemis to Close	One per contact, in the status mapped to their arteemis stage.
Opportunities	Close to arteemis	Won and active ones, with their contacts' email addresses and their lead's website domain.
Smart Views	Close to arteemis	Their names, and on import their contacts: email, name, job title, company.
Pipelines	Close to arteemis	Opportunity pipelines and statuses.

Disconnect

In Settings > Integrations, choose Settings on the Close card, then Disconnect at the bottom, and confirm.
arteemis revokes its Close token and deletes the connection, its settings, the list of Close records it made and the addresses and domains it kept out. Nothing more is written to Close, and its opportunities no longer keep anyone out of your campaigns.
What was already written in Close stays there, and contacts imported from a Smart View stay in arteemis.

Troubleshooting

Will Close send the emails arteemis logs?: No. They are logged as already sent, or as received for a reply, never in the outbox.
Moving a contact creates no opportunity: The arteemis stage is not mapped to an opportunity status. Check Deals in the settings.
The card reads Access revoked: Close refused the token. Choose Reconnect and authorize again.

Support

romain@arteemis.xyz

A question about this integration, or something that does not work as described here: write to us. You get an answer within one business day, in French or English.

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