Add a new Close widget from your dashboard.
Click Create dataset beside Activity Overview.
Enter your API key, then click the Connect button.
To generate, or find, your API key, see this article from Close's help docs.
In the pop up window, login to your Close account. Follow the steps to create a connection and authenticate your Close account.
After you return to the connection panel, click Create widget to start creating your Close widget.
To learn more about creating dataset widgets, see our guide to creating visualizations from datasets.
Steps to connect directly to Close to access your data.
Updated over a week ago