# Connect Close to Freesbe

Source: https://freesbe.net/knowledge/connect-close/

> Post Close opportunities and new contacts into channels, preview lead links, search with /close and add messages to a contact's lead as notes. Sign in with Close in Integrations, CRM.

Connect Close and your sales team sees new opportunities, stage changes, wins, losses and new
contacts in a channel, gets a preview under every link to a lead, finds records with `/close` and
adds conversations to a lead as notes. You need to be a Freesbe owner or admin, and an admin of
your Close organization.

![#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)

## 1. Pick who connects

Freesbe sees what the person who connects sees in Close, and adds notes as them. Connect as an
organization admin: only an admin can add the webhook alerts use, and an admin sees every lead.

## 2. Connect your organization

1. Open **Workspace settings → Integrations & apps → Integrations → CRM** and find **Close**,
   under monday CRM.
2. Click **Connect Close**, sign in to Close if it asks, and click **Allow**.
3. **Connected** shows next to Close, with the 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)

## 3. Add alerts

1. Under **Close alerts**, click **Add alert**.
2. Pick **Post to channel**, for example #sales.
3. Tick the **Alerts to post**: New opportunities, Opportunities moving stage, Opportunities won,
   Opportunities lost, New contacts.
4. Set a **Smallest opportunity to post** if you only want the big ones. New contacts always post.
5. Click **Add alert** to save it, then choose **⋯ → Send a test alert** to see a sample card.

Alerts post as soon as Close sends the change. Add more alerts for different channels:
opportunities over $50,000 to #leadership, new contacts to #sales.

## 4. Decide on link previews

**Show a preview under Close links** is on to start with. Everyone in the conversation sees a
preview, guests included, so turn it off in **Integrations → CRM** if your CRM details shouldn't
be shared that way.

## 5. Tell your team what they can do

- Type `/close Contoso` to find opportunities and contacts. Only you see the answer.
- Hover over a message, click **⋯ → Log to Close**, type the contact's email address and click
  **Add note**. It goes on the contact's lead with a link back to the message.
- When a customer calls or writes in, their Close contact shows on the call and in the
  conversation, with **Open in Close**.

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

## If something's wrong

See [Close alerts aren't posting](https://freesbe.net/knowledge/close-alerts-not-posting/).

- **Close shows Alerts are off.** The person who connected isn't an admin of the Close
  organization, so Freesbe couldn't add the webhook alerts use. Reconnect as an admin.
- **Close shows Needs reconnecting.** Close stopped accepting Freesbe's access, often because the
  app was removed or the person who connected left. Click **Reconnect**.
- **No preview under a link.** Previews only show for leads in the connected organization, up to
  three per message, and only while previews are on.

## Disconnect

Click **Disconnect** in **Integrations → CRM**. Freesbe removes its webhook from your
organization. Your alerts are kept for when you connect again.

See [Close](https://freesbe.net/docs/close/) for more.

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