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Close

Connect Close CRM to capture attribution when leads are created. Close fires a webhook with the lead data including custom fields; Finseo scans for the “How did you find us?” answer and normalizes it into an attribution channel.

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Requirements

  • Webhooks in the Close UI are available on the Business plan and higher. On lower plans you can create webhook subscriptions via the Close API instead.
  • A custom field on leads that captures the attribution answer.

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Get your webhook URL

  1. In Finseo, open Integrations → Close → Connect.
  2. Copy your personal webhook URL (contains your project ID, ?source=close-crm, and a secret token):

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Set up the Close webhook

  1. In Close, go to Settings → Integrations → Webhooks (gear icon in the bottom-left sidebar).
  2. Click Add Webhook and paste your Finseo URL.
  3. Select the event lead.created (add lead.updated if the attribution field is filled later).
  4. Save — Close sends a test ping to verify the endpoint is reachable.
Alternatively via API: POST https://api.close.com/api/v1/webhook/ with url and events: [{"object_type": "lead", "action": "created"}].

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Test and map fields

  • Use the live listener in the Finseo connect dialog: create a test lead in Close and inspect the received payload.
  • If the attribution custom field isn’t detected automatically, select it under Field Mapping.

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Troubleshooting

UI-managed webhooks require the Business plan. Either upgrade, create the subscription via the API, or route the data through Zapier/Make/n8n.