Overview

Close CRM is a versatile CRM solution that empowers organizations to effectively manage and cultivate customer relationships. It is an all-in-one solution that includes everything you need to manage your leads, contacts, and sales pipeline, as well as built-in calling, SMS, and email integration. Close CRM makes it easy to communicate with your leads and customers from one platform. You can call, email, SMS, and schedule Zoom meetings directly from your lead and contact records.

Integrating ADManager Plus with Close CRM allows for efficient updates, automation of routine tasks, and streamlined identity management from a single console.

1. Optimized automation: Streamline identity life cycle management by automating the provisioning and deprovisioning of user accounts across enterprise applications.

2. Centralized management: ADManager Plus can be used to centrally manage user accounts and permissions across Close CRM and AD. This can help to improve security and reduce the risk of errors.

Upon integration of ADManager Plus with Close CRM, the following actions can be executed:

How to integrate ADManager Plus and Close CRM

1. Log in to ADManager Plus.

2. Navigate to the Automation tab. Click Application Integrations under Configuration.

3. Click Close CRM.

4. In the Authorization section, Basic Authentication is selected by default as the Authorization Type. Generate an API token and specify it as the Username, then enter the Password. Click Configure.

5. The API Endpoint Configuration is preconfigured.

Additional headers and parameters can be configured based on your organization's needs. To learn how, click here.

6. Click Test & Save. A response window will display the response schema.

7. Click Proceed.

8. Click Data Source - LDAP Attribute Mapping to map AD LDAP attributes with the respective attributes in Close CRM.

9. Enter the Configuration Name and Description, then select the Automation Category from the drop-down menu.

10. In the Select Endpoint field, select a field that is unique to a user (e.g. employeeIdentifier).

Note: When multiple endpoints are configured, this attribute must hold the same value in all the endpoints.

11. In the Attribute Mapping field, select the attribute from the LDAP Attribute Name drop-down menu and map it with the respective column in Close CRM.

12. Click Save.

While configuring an automation in ADManager Plus, select Close CRM as the Data Source and automate user management. Click here to learn more about automation configuration.

Sample Response

 To generate an API key in Close CRM: 

1. Log in to Close CRM and click Integrations on the bottom corner of the left pane.

2. Select Developer under the Connect section.

3. Select the New API Key button on the following page.

4. Give your API key a name and click Create API Key.

5. Copy the API key and then click OK.