> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finseo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Close

> Receive lead attribution from Close CRM webhooks in Finseo.

# 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.

## 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](https://developer.close.com/resources/webhook-subscriptions) instead.
* A custom field on leads that captures the attribution answer.

## 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):

```text theme={"system"}
https://app.finseo.ai/api/attribution/webhook/YOUR_PROJECT_ID?source=close-crm&token=•••
```

## 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"}]`.

## 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**.

## Troubleshooting

<AccordionGroup>
  <Accordion title="The Webhooks option is missing in Close settings">
    UI-managed webhooks require the Business plan. Either upgrade, create the subscription via the API, or route the data through Zapier/Make/n8n.
  </Accordion>
</AccordionGroup>