Connect Close

You need a Cleats account with access to your organization. An organization owner or manager can manage the integration. Use a Close account authorized to approve the requested access for the correct Close organization.

1. Sign in to Cleats and select your organization.
2. Open Settings → Integrations → Close.
3. Select Connect with Close. Cleats redirects you to Close to authorize the connection.
4. Review the requested permissions in Close and authorize Cleats. You return to Cleats after authorization.
5. In the Close settings page, choose the Close user fields Cleats should track as ownership roles. Opportunity ownership is required; select the relevant single-user custom fields for lead and contact ownership. Select Save Ownership Fields.
6. Start the initial sync from the sync panel. Keep an eye on its progress and record counts before relying on audits or KPIs.

The first import runs in the background. Completion time depends on your Close organization's size and activity history. A successful authorization confirms the connection; it does not mean the data import has finished.

What syncs from Close

Close remains the place where your sales team works its CRM records. Cleats keeps an organization-scoped copy of supported data to evaluate accountability rules and calculate KPIs.

After the initial import, supported Close webhook events update Cleats in the background. Processing is asynchronous, so a change in Close may take time to appear. Use a targeted refresh when you need to check recent data or update CRM configuration.

How Cleats uses your data

Aida lists define which accounts or opportunities to evaluate and what good follow-up looks like. Audits classify records as Compliant, At Risk, or Neglected. Scorecards and KPIs help managers inspect results and the records behind them.

When your team enables and configures actions, Cleats can write back to Close:

• Nudge: leave a note on the Close lead, with an optional mention of the audit owner.
• Lead Sweep: change lead ownership or status. Depending on the selected options, a sweep can also update active opportunities, complete or delete open tasks, and create a custom activity.

Cleats also supports email alerts. Connecting Close does not define your team's rules or enable every action. Review the organization and list action settings before turning on automation. Use the Actions Log to inspect recorded action outcomes.

Access and permissions

Cleats requests Close's all.full_access and offline_access OAuth scopes. Full access supports both importing data and configured CRM actions. Offline access lets the integration refresh its authorization and run background syncs without requiring you to sign in to Close for every request.

Authorization takes place in Close. Cleats stores the integration credentials encrypted and refreshes access tokens as needed. Your Close connection is associated with your Cleats organization; reconnect using the same Close organization.

For information about data handling, see the Cleats Privacy Policy and Terms of Service.

Manage your connection

Refresh data

Open Settings → Integrations → Close and use the sync panel to select the records and time window to refresh. Use CRM Configuration for users, statuses, pipelines, Smart Views, and custom field definitions. Watch the progress panel for completion or errors.

Reconnect

Select Manage connection → Reconnect Close and authorize again in Close. Use this if authorization expires or is revoked. Reconnect to the same Close organization already linked to Cleats.

Disconnect

Select Manage connection → Disconnect. Cleats removes its Close webhook, revokes OAuth access, and clears the stored credentials. Previously synced records stay in Cleats; disconnecting does not delete them. The disconnected integration cannot receive new Close updates or execute new Close actions.

Troubleshooting

I cannot manage the connection

Ask a Cleats organization owner or manager to connect, reconnect, or disconnect Close. If you cannot authorize in Close, ask your Close administrator to review your access.

The connection is authorized, but data is missing

Check that ownership fields are saved and the initial sync has started. Review the progress and record counts. Confirm that you selected the correct Cleats organization and connected the expected Close organization. For subsequent changes, run a targeted refresh for the relevant records or CRM configuration.

My ownership or custom field is missing

Refresh CRM Configuration, then revisit the ownership fields panel. Lead and contact ownership uses supported single-value Close user custom fields. Save changes to the promoted ownership fields and allow the background ownership update to finish.

I see an authorization or sync error

Try Reconnect Close for an authorization error. For a stalled or failed sync, review the progress panel and use the available recovery controls. If the error continues, contact support with your organization name, the affected sync step, approximate time, and the visible error message. Do not send passwords, API keys, or OAuth tokens.