Connect Close

Connecting Close lets Klarvyn attribute your opportunities and logged calls back to the campaigns that created them. You’ll need a Close API key — Klarvyn registers the webhook for you.

1. In Close, go to Settings → Developer → API Keys and create a New API Key. Copy it.

2. In Klarvyn, go to Settings → Integrations, open the Close card and paste the key into Close API Key. It’s stored encrypted.

3. Click Connect Close. Klarvyn validates the key and registers the webhook subscription — nothing to configure inside Close.

4. Review Event Sync Settings: Contacts, Opportunities and Calls are all enabled by default.

5. Create a test contact in Close — it appears in Contacts within seconds.

What flows in

• Contacts become contacts (created and updated).
• Opportunities feed attribution and reports — creation, stage changes and won/lost, with the deal value.
• Logged calls become call events on the contact — answered calls count as showed, missed/voicemail as no-show, with direction and duration.

Good to know

• Contacts need an email or a phone number. Records with neither are skipped.
• Opportunities are matched through their contact. Make sure leads have a contact with an email — opportunities whose contact isn’t in Klarvyn yet can’t be attributed until the contact syncs.
• Deal values feed pipeline reporting, not revenue — actual revenue comes from your payment integration, so nothing is double-counted.
• Disconnect anytime — the webhook in Close is removed and recorded data is kept.