# Close

Source: https://freesbe.net/docs/close/

> Connect Close to Freesbe to post opportunity and contact alerts into channels, preview Close links, look records up with /close and add messages to a contact as notes.

The Close app brings your Close CRM into the conversation. Once an admin connects it:

- **Alerts** post new opportunities, opportunities moving stage, opportunities won and lost, and
  new contacts into the channels you pick, as they happen.
- **Link previews** show an opportunity's or contact's details under any link to a lead that
  someone posts.
- **/close** finds an opportunity or contact without leaving the conversation.
- **Log to Close** adds any message to a contact's lead as a note, with a link back to it.
- **Calls and customer conversations** show the caller's or customer's Close contact, with
  **Open in Close**. See [See who's calling from your CRM](https://freesbe.net/docs/crm-screen-pop/).

![#sales with Close alerts for an opportunity won and a new opportunity, and a lead link with a preview](https://freesbe.net/docs/img/close-alerts.webp)

Close posts as its own member, **Close**, so its cards are easy to tell apart from people.

## Connect Close

Only Freesbe owners and admins can connect it.

1. Open **Workspace settings → Integrations & apps → Integrations → CRM** and find **Close**,
   under monday CRM.
2. Click **Connect Close**. Close asks you to sign in and allow Freesbe into your organization.
3. Click **Allow**. You're back in Freesbe, with **Connected** next to Close and your
   organization's name.

![Workspace settings, Integrations, CRM: Close connected to Northwind Traders, link previews on, and two alerts](https://freesbe.net/docs/img/admin-close.webp)

A workspace connects one Close organization. Freesbe reads it as the person who connected, so it
sees what they see: connect as an organization admin, so no lead is missed and alerts can be set
up. Notes from **Log to Close** are added as that person too. Freesbe doesn't change or delete
anything else.

## Alerts

Under **Close alerts**, click **Add alert**, then pick:

- **Post to channel.** Any channel, public or private. Alerts in a private channel are only
  visible to admins who are in it.
- **Alerts to post:**
  - **New opportunities**, as soon as one is added to a lead.
  - **Opportunities moving stage**, for example from _Demo booked_ to _Proposal sent_.
  - **Opportunities won** and **Opportunities lost**, when an opportunity moves to a won or lost
    status.
  - **New contacts**, as they're added to a lead.
- **Smallest opportunity to post.** Opportunities worth less are left out. New contacts always
  post.

Add more alerts to send different things to different channels: big opportunities to
#leadership, new contacts to #sales. Each card shows the opportunity's value, status and
pipeline, the lead and contact, and an **Open opportunity in Close** button.

From an alert's **⋯** menu:

- **Send a test alert** posts a sample card, marked **Sample alert**, so you can see where alerts
  land.
- **Edit** changes the channel, the kinds of alerts or the smallest opportunity.
- **Turn off** pauses it, and **Delete** removes it.

**Last alert** under each one says when it last posted. To send alerts, Freesbe adds a webhook to
your Close organization when you connect, which only an organization admin can do. If the person
who connects isn't one, Close connects with **Alerts are off**, and everything else works:
reconnect as an admin.

## Link previews

When someone posts a link to a lead, such as `app.close.com/lead/lead_…/`, Freesbe adds a preview
of its contact under the message, and a link to one of its opportunities gets the opportunity's
preview. Up to three links in a message get a preview.

Everyone in the conversation sees the preview, including guests, so turn **Show a preview under
Close links** off in **Integrations → CRM** if your CRM details shouldn't be shared that way.
Leads in other Close organizations are left alone.

## Find a record with /close

Type `/close` and a company's or person's name, or an email address, in any conversation, for
example `/close Contoso`. The answer is only visible to you: matching opportunities and contacts,
each a link that opens the lead in Close.

![The answer to /close Northwind, only visible to Maya: an opportunity and a contact](https://freesbe.net/docs/img/close-command.webp)

## Add a message to a contact

Hover over any message, click **⋯** and choose **Log to Close**.

1. Type the contact's email address or name. When the message is from a guest, their email
   address is already filled in.
2. Change the **Note** if you like. It starts as the message's text.
3. Click **Add note**. When more than one contact matches, pick the right one and click **Add
   note** again.

![Log to Close: the contact's email address and the note](https://freesbe.net/docs/img/close-log-dialog.webp)

The message goes on the contact's lead as a note, with who wrote it, the channel and a link back
to the message in Freesbe. You get a confirmation only you can see, with an **Open contact**
button.

## Disconnect

In **Integrations → CRM**, click **Disconnect** next to Close. Freesbe removes its webhook from
your organization, alerts and previews stop, and `/close` and **Log to Close** go away. Your
alerts are kept, so connecting again picks up where you left off.

If Close stops accepting Freesbe's access, for example because the app was removed there or the
person who connected it left, Close shows **Needs reconnecting**: click **Reconnect** and sign in
again.

## Privacy and security

- Freesbe keeps its access to your Close organization encrypted and only uses it for what's
  above. Each change is posted once.
- Freesbe doesn't copy your CRM: alerts and previews are made from the record when they're
  posted.
- Close signs every alert it sends with a key only your workspace's webhook has, and each
  workspace's alerts arrive at an address of its own.

Setting it up for a sales team? See [Connect Close to Freesbe](https://freesbe.net/knowledge/connect-close/). If
alerts don't show up, see [Close alerts aren't posting](https://freesbe.net/knowledge/close-alerts-not-posting/).

For other CRMs, see [HubSpot](https://freesbe.net/docs/hubspot/), [Salesforce](https://freesbe.net/docs/salesforce/),
[Pipedrive](https://freesbe.net/docs/pipedrive/), [Zoho CRM](https://freesbe.net/docs/zoho-crm/), [GoHighLevel](https://freesbe.net/docs/gohighlevel/),
[Dynamics 365](https://freesbe.net/docs/dynamics-365/), [Freshsales](https://freesbe.net/docs/freshsales/) and
[monday CRM](https://freesbe.net/docs/monday-crm/), use an [incoming webhook](https://freesbe.net/docs/api-and-webhooks/) or build an
[app](https://freesbe.net/docs/apps/).

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