Set up integration

To integrate your Reply account with Close.io:

  1. Log into Reply.
  2. Open the Integrations page, select Close.io and click Connect.
  3. Enter your Close.io API key* and click Authenticate.

Note: you can find the Close.io API key under Settings - Your API Keys.

Configure field mapping between Reply and Close.io

After you have set up integration, you must decide which fields in Close.io should correspond to the fields in Reply. To do this:

To do this:

  1. Open the Mapping tab of the Close.io integration. The Full Name and Email fields in Reply are mandatory and cannot be changed.
  2. Click Add field mapping, for example Title - Title.
  3. Click Save.

Select integration options

Reply offers several options for integration with Close.io:

  • Create people from contacts. The option lets you fetch your Close.io contacts to Reply.
  • Update people from contacts. When you update a contact in Close.io, Reply also updates it.
  • Auto-update statuses in CRM. The option lets you update an opportunity status in Close.io depending on the contact status in a Reply sequence.
  • Push to Sequence. The option lets you adding a contact from Close.io to an ongoing Reply sequence.

Create people from contacts

To fetch your Close.io contacts to Reply:

  1. Toggle the Create people from contacts slider.
  2. Click Sync now.

Your Close.io contacts appear on the People page of your Reply account. After the first time all new contacts will be automatically fetched by Reply.

You can also fetch Close.io contacts using custom query (apply to Leads in Close.io) with native Close.io syntax. For example - city:New York will fetch all contacts from New York.

To use more complex queries just filter data in –°lose.io and copy query from search field as in screenshot.

If you want your contacts updated with changes made in –°lose.io, select the ' Update people from contact' option and Reply people will reflect those changes.

Update people from contacts

Use this option if you want to update contacts in Reply after updating them in Close.io. To do this:

  1. Toggle the Update people from contacts slider.
  2. Click Sync now for manual update. Otherwise Reply will sync changes during the next automatic synchronization.

Push to Sequence.

When you enable this option, Close.io pushes contacts to a specified sequence in Reply. To use the option:

In your Close.io account

  1. Create an opportunity with the same opportunity status as a Reply sequence name you want to use.*
  2. Add contacts to this opportunity.
  3. Assign a contact to the opportunity and indicate its name.

Note: add a custom opportunity statuses on the Customizations page of your Close.io account.

In your Reply account

  1. Make sure the sequence name in coincides with the opportunity name in Close.io.
  2. Toggle the Push to Sequence slider.
  3. Click Sync now for manual update. Otherwise Reply will sync changes during the next automatic synchronization.

Auto-update statuses in CRM

Replies has several inbox statuses in sequences, for example Interested, Not interested, Forwarded etc. Depending on contact activity, the system moves them to different inbox statuses automatically. The integration lets you update opportunity statuses in Close.io depending on their statuses in the Reply sequence. To do this:

In your Close.io account

  1. Create opportunity statuses with the same names as inbox statuses in Reply.

In your Reply account

  1. Toggle the Auto-update statuses in CRM slider.
  2. Click Sync now for manual update. Otherwise Reply will sync changes during the next automatic synchronization.

After the contact changes their inbox status in Reply, they also change their opportunity status in Close.io.

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