Close Integration

Close CRM is a sales automation tool that organizations use to effectively manage their customer relationships.

Note: We use Truto.one as our integration partner to integrate and fetch required user details from the Close account.

How this integration helps

• Integration helps to fetch users list from the Close account.

• If a staff member with Close account access is offboarded, Sprinto activates a check against the staff member to revoke the access.

Prerequisites for integration

• Log in to Sprinto as administrator.

• Ensure you have “Admin” access on the Close account you want to integrate.

How to integrate Sprinto with Close

1. Take the following steps to get the API key from your Close account:

2. Go to Close login portal and log in with your credentials, or with the available Single Sign-On (SSO) options.

3. Go to Settings > Developer > API key, and click New API key.

   
4. Copy the API key and note it securely. You will need this API key on the Sprinto app to build integration.

2. On Sprinto app, go to Settings > Available integrations and click Connect next to Close.

3. On Integration page, select the acknowledgement checkbox and click Connect to Close.

Note: Ensure you have turned on the option to display pop-up windows in your browser.

4. On Close authentication page, enter the API key in the field and click Connect.

5. On Sprinto app, go to Security Hub > Access and click Add Critical access system.

6. On Add critical access system page, select Close and click Add system.

7. On Access page, click on setting icon next to Close.

8. On Manage page, click Configure access.

9. Select one of the following user access options:

Note: Sprinto activates a check against any staff member that does not have valid access to the integrated critical system.

• Role-based access: Select this option and define the valid org roles to access the critical system.

• Ticket-based access: Select this option and define the valid access for users with access tickets.

Final step

This completes the integration procedure. To check for pending tasks or failing checks, go to Security Hub > Access and review Close’s critical system card.