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Integration Specifications

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Setting up the integration

  1. On the integrations screen, search for Close.
  2. Enter any workspace name, click Connect, and follow the on-screen authorization steps. Close integration screen
  3. Once the integration with Close succeeds, the registered user information will appear in the account list. If it does not complete successfully, first try the steps in Troubleshoot SaaS integration errors. If that doesn’t resolve it, check Information to provide and contact support.
Last modified on October 7, 2026