# Close Integration

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

Note: We use [Truto.one](https://truto.one/) as our integration partner to integrate and fetch required user details from the Close account.

### How this integration helps <a href="#how" id="how"></a>

* 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 <a href="#pre" id="pre"></a>

* 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 <a href="#integrate" id="integrate"></a>

1. Take the following steps to get the API key from your Close account:
2. Go to [Close login portal](https://app.close.com/login/) 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**.<br>

   <figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72062956327/original/iMnkQ_DSnYi1vyaxDqwbx7MiSc5deA5aIg.png?1693908048" alt=""><figcaption></figcaption></figure>
4. Copy the API key and note it securely. You will need this API key on the Sprinto app to build integration.

&#x20;  2\. On Sprinto app, go to Settings > Available integrations and click Connect next to Close.

&#x20;  3\. On Integration page, select the acknowledgement checkbox and click Connect to Close.

&#x20;       Note: Ensure you have turned on the option to display pop-up windows in your browser.

&#x20;  4\. On Close authentication page, enter the API key in the field and click Connect.

<figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72062956494/original/w575nM6IRjtlbup5tlG8EceCXaIpyu4-JA.png?1693908124" alt=""><figcaption></figcaption></figure>

&#x20;  5\. On Sprinto app, go to Data Library > Access and click Add Critical access system.

&#x20;  6\. On Add critical access system page, select Close and click Add system.&#x20;

&#x20;  7\. On Access page, click on setting icon next to Close.

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/72062956607/original/fQkzY--3qISCfhUwKZQc8r7tZ66bXiOW_Q.png?1693908194)

&#x20;   8\. On Manage page, click Configure access.

&#x20;   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 <a href="#final" id="final"></a>

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.
