Close.io: Connecting to your account

As a user of Close.io, you probably have some great ideas on how a dashboard that displays Lead, Opportunity, Email, and Smart View data could be used to motivate your team.  But before you pull in any of this awesome data, you’ll need to connect your Close.io account.  Let’s get started...

Start by clicking the blue “+” button on the left side of the app, which will open our Services panel.  Navigate down to Close.io and hit the app tile.  From there, you’ll be presented with a list of available metrics (and corresponding visualization options) that you can add to your dashboard.

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Once you’ve added your first Close.io widget to the dashboard, you should see a gear icon at the center of your widget -- this means you have not yet connected your Close.io account.  By hovering over the widget and clicking the gear icon at top right, you can enter the “Edit Widget Settings” menu.  You’ll then be prompted to enter your Close.io API key.

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To find your API key, you’ll need to login to your Close.io account and navigate to the “My Settings” admin panel.  From there, select the “Your API Keys” menu on the left-hand side and you’ll be presented with your custom (and very long!) API key.  Copy this API key and navigate back to AppInsights; now paste the API key within the “Data Settings” tab for your new widget and hit “Connect”. (Keep it mind, you can always revoke or generate a new Close.io API key, but this will cut off connectivity with all of your existing Close.io widgets on your AppInsights dashboard.)

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Once your widget is successfully connected, you can modify all of the various data settings and visualization options to ensure you’re getting the information you need displayed in a visually compelling way.

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