Close and Outgrow Native Integration

Use Outgrow interactive experiences which are designed for conversion and engagement and push the leads you have collected to Close using our Outgrow-Close native integration.

Here's what you will need to get started

• An Outgrow account

(Freelancer and Essential plans come with limited integration which allows you to sync lead details to Close, Business and Enterprise plans include loaded integration which allows mapping all fields including questions and responses from a content piece to Close.)

• A valid Close account
• A live Outgrow content piece

Steps to set up the integration

1. Log in to your Outgrow account and open a live content piece for which you want to set up an integration with Close. Once you are in the builder, navigate to the Integrations section in the Configure tab. Under Native Integrations, you will see Close.

2. Post clicking on the Configure Integration icon, an integration configuration window will open up. In this window, you will have to enter the required details and click on Authenticate With Close.

NOTE-

To find the API Key, navigate to Settings>>Integrations>>API Keys.

3. Once the authentication is done, you will get an option to Proceed with List or Proceed with Segment.

When you choose to add Outgrow Leads to a List

4. When you choose to Proceed With List, you can directly proceed by setting up the mapping.

Once you are done, click on Test Connection. In case you want to set up the Double Optin feature, you can do that in the last step. You can then click on Finish to save the configuration, and set the integration as live. Your Close integration is now active.

When you choose to add Outgrow Leads to a Segment

6. In case you have created a Segment in Outgrow to group leads using criteria such as Browser Type, Outcome Received, etc. you can map the Segment your Close account. After clicking on Proceed with Segment, you can select the Segment from Outgrow in Close where you want to send the leads.

Once done, you can click on Map Fields.

NOTE:
You can set up multiple cases, i.e. you can select multiple segments to pass on your leads to Close from more than one segment.

7. After you are done with mapping, you can click on Test Connection. Now you can click on Save Conditions. In case you want to set up the Double Optin feature, you can do that in the last step. You can then click on Finish to save the configuration, and set the integration as Live. Your Close integration is now active.

NOTE:

When you navigate to the integration dashboard, you will notice that the Active button will be toggled on for the Close integration.

More Actions

Once the integration is configured and is active, you can navigate to the Close block to see more actions that can be performed on Close integration after it has been set up.

Re-configure- In case your Close credentials have changed or you want to connect Outgrow with a different Close account, then you will have to Reconfigure your Close integration to continue getting Outgrow leads in your Close account. If you have collected some leads on Outgrow but don't see them on Close then you should definitely try to Reconfigure once to fix it yourself. If that doesn't help then drop us an email with your query at [email protected].

View Mapping- If you need to go over which fields you have mapped to configure your Outgrow-Close integration, you can click on view mapping. you can then toggle between tabs to view the mapping across all fields.

Task History- This contains the list of all the leads sent to Close. The leads which are in queue to be synced will have status Waiting and those which have failed to sync due to some reason will be shown as Failed. If due to some error in connection your leads from a content piece have not been sent to Close then you can Sync the leads to your Close account after re-configuring. All the leads which were not sent to your account will be sent to Close when you sync. If for some reason, even after syncing you do not see your lead on your Close account then reconfigure once and then Sync.

Deactivate- In case you don't want to send leads from a content piece to Close, you can simply deactivate it.

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IMPORTANT

1. For every Outgrow content piece you create, you will have to activate or deactivate the integration from the Configuration section in the builder, in order to start or stop sending leads collected in Outgrow to Close.
2. Email field is a required field and needs to be mapped in order for the integration to be configured.

In case you have any questions or concerns, please feel free to reach out to us at [email protected], and we will be happy to assist you further.