Connecting Close CRM with TwinsAI Application
1. Log into TwinsAI and Close CRM
Ensure you are logged into both your TwinsAI applications and your Close account.
You can use any web browser, such as Chrome.
2. Access Profile Settings
Navigate to your profile located at the bottom left corner of the screen.
Click on your profile and select 'Settings'.
3. Go to Integration Settings
In the Settings menu, click on the 'Integration' tab.
4. Connect Close CR<
Look for Close CRM in the integration options and click on it to connect.
Authorize the applications to allow access to Close CRM.
5. Verify Connection Status
To check if the connection was successful, go back to Settings and then Integration.
If connected, it will show 'Disconnect'.
6. Sync Contacts
After confirming the connection, navigate to either 'Contacts' or 'Autodialer'.
For this example, select 'Contacts'.
7. Execute Sync
Click on the 'Get Lists ' and select the contact list then 'Sync Contacts' button to sync all contact information from your CRM platform.
8. Access Contact List
After syncing, go to the contact list to view the imported contacts.
Link to Loom