Close

Connect Close so campaign recipients land on Close leads and their viewing shows up as notes on the lead timeline.

Available on: Pro

Before you start

• A Close account. Use a Close user who can see, create and edit the leads you expect to sync, because Zidi acts as that user for everything it writes.
• A Zidi account on the Pro plan. A paid seat on a Pro team also counts.
• No API key. Zidi connects through Close's own sign-in.

Who can connect

Any Zidi user on Pro can connect Close from their own account. Each connection belongs to one Zidi user, so each teammate connects separately. Nothing has to be installed inside Close.

Connect Close

1. In the sidebar, click Integrations.
2. Click the Close CRM card.
3. Click Connect Close CRM. Close opens.
4. Sign in to Close and approve the connection.
5. Close sends you back to the Integrations page with the message "Close CRM connected successfully!".

Open the Close CRM card to see a Synced records count. Tokens are stored encrypted and renewed automatically, so this is a one-time step.

What syncs

• Lead lookup: Zidi searches for a lead whose contact has the recipient's email address.
• Lead creation, at campaign launch only: for a recipient Close does not know, Zidi creates a lead with a contact holding that email. The lead is named after the company on your list. With no company, it is named after the person, or the part of their email before the @ when your list has no name. Existing leads are not changed.
• Campaign launch note: a note starting "Zidi Campaign:" with the recipient's personal video link, on every recipient's lead.
• Engagement notes: notes starting "Zidi Video Engagement". An opened note is written if the recipient had not started the video when Zidi synced, about a minute after their last activity. A completed note lists the milestones reached, at 95% watched or on a call-to-action click. A partial watch that stops in between writes no note.
• Tracked shares: a viewer on a tracked share link, or a viewer signed in to Zidi, adds one note once they pass halfway. It is updated in place at 80% and at the end. A visit more than a day after their first one starts a new note. The lead must already exist: a shared view creates nothing.

Zidi reads Close only to find the lead that matches an email address. It never imports leads or pipeline data into Zidi. How CRM sync works explains the timing and note text.

Disconnect

1. In the sidebar, click Integrations, then the Close CRM card.
2. Click Disconnect Close CRM.

There is no confirmation step. Zidi disconnects at once and shows "Close CRM disconnected". Zidi also asks Close to cancel its access and deletes its stored tokens. Every lead and note already written stays in Close.

Troubleshooting

• A dialog says "Connecting Close CRM to Zidi is a Pro feature." Your plan is Free or Starter. Click Upgrade Plan, then connect again.
• "You cancelled the Close CRM connection. Nothing was changed." You declined on the Close screen. Start again from the Close CRM card.
• "CRM integrations need the Pro plan." Zidi checks your plan again when Close sends you back, and you were not on Pro. Upgrade, then connect again.
• "That sign-in link expired or was opened in a different browser session. Please start the connection again." You came back signed in to a different Zidi account, or the return link was incomplete. Sign in to the right Zidi account and start again from the card.
• "Could not connect Close CRM. Please try again." Try again. If it keeps happening, contact support.
• "This integration is not available right now. Please contact support." Contact support.
• Leads not found? Zidi matches by email address. Make sure the addresses in your campaign list are the ones your Close contacts carry.
• Duplicate leads? A lead is created only when the email search comes back empty. Keep the addresses on your list aligned with Close.
• The card shows Available again. Close withdrew Zidi's access. Syncing has stopped. Connect again.
• Dropped off Pro? Campaign pushes, campaign engagement notes and tracked-share notes stop, and the connection stays. Upgrading resumes them without reconnecting. Notes from the gap are not sent later. After you upgrade, the next time a recipient opens or watches their link, Zidi adds the completed note if they have finished the video or clicked your button by then. Campaigns launched during the gap can be sent afterwards with Re-sync to CRM on the campaign page.