1- Set up your Close CRM integration
Use Close.com API KEY to connect both systems. (click here)
Set up if you want DocSales to give automatically the WON when the sales document is signed. Define if DocSales must update the opportunity value with the amount when the document is signed.
2 – Link the Opportunity into a Sales Document
When you're generating a new sales document (proposal, contract or quotation), select the Close.com opportunity related.
3 – Import Opportunity Data
Once the Close.com opportunity is linked with the sales document, DocSales imports:
a) Customer registration data
b) Contact details
c) Custom fields data
4 – Automatic Close.com update
DocSales updates FreshSales by inserting a note with the updated link, whenever the Sales Document is:
(a) Sent to the customer;
(b) Rejected by the customer;
(c) Signed by the customer.
5 – When the sales document is SIGNED
When the sales document is signed by the customer, DocSales:
a) Updates the value of the opportunity in Close.com, considering the total value of the Sales Document (TCV) or the monthly recurring value (MRR)
b) Gives the WON in the Close.com Opportunity
For additional information from our support team, please click the Help button or email us ([email protected]).