Create a Lead in Close.io
Close.io is a streamlined sales platform that helps you close more deals. With built-in calling and automatic email tracking, you can focus on selling rather than data entry. In our example, we’re going to show you how to send leads from Customer.io into Close.io, using our segment triggers. If you don’t already have an account, you can create one at Close.io. At any point, you can read all about adding a lead to Close.io via their API. Their docs include details on custom fields, give you example data, and more.
Get your Close.io API keyOnce you have a Close.io account, go to your settings page and then click Your API Keys. Once there, click Generate New API Key.
Create your campaignThe simplest case is to push a lead into Close.io for every signup that enters Customer.io. For your trigger, you can simply use the “Signed Up” segment that comes by default when setting up Customer.io, but you can create more sophisticated behaviors by using Customer.io segments. You’ll want to use a segment triggered campaign to ensure that the campaign is entered once per profile. This will prevent duplicate leads from being generated (which could happen with an event triggered campaign).
Add your webhook action to the workflowClick “Webhook” to add a new webhook action in the campaign’s workflow. We’ll call our webhook “Send a lead to Close.io”.
Create your webhookNext, click “Add Request” to configure the details of your webhook. To fill in the request URL, you’ll use your API Key as the username. For example, if your API Key is abcdef0123456789, your URL will look like this: