Add a new Close widget from your dashboard.
Click Create dataset beside Activity Overview.
Enter your API key, then click the Connect button.
โ
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.
โ
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 2 years ago