Close is a sales-team CRM with a clean API. Connecting is one paste.
Before you start
- Close plan with API access (all paid plans).
Step 1 — Generate your Close API key
In Close, click your profile avatar (top right) → Settings.
Go to the Your API Keys section.
Click + New API Key. Give it a name like "Anexus Connect". Copy the key — it starts with api_ and is about 30 characters total.
Step 2 — Paste it into Anexus
In Anexus, Settings → CRM Integrations → Close → Connect.
Paste the API key. Click Save & connect.
What syncs to Close
Close's data model nests contacts inside Leads (a Lead is roughly "the company / opportunity," a Contact is the person at that lead). Each captured Anexus contact becomes:
- A new Lead named after their company (or their name if no company)
- A Contact nested inside the Lead with their name, email (type: office), phone (type: office), and title
If something goes wrong
"Close API keys start with api_"
The key you pasted doesn't start with api_ — it's probably a Close password, not an API key. Re-copy from Settings → Your API Keys.
Leads grouping the wrong way
If multiple Anexus contacts have the same company name, they end up as separate Leads (each with their own contact nested inside). Close doesn't auto-merge by company. If you want them grouped, do that manually in Close after the fact.
How to disconnect
Click Disconnect in Anexus. To revoke on Close's side: Settings → Your API Keys → Delete the "Anexus Connect" key.