Documentation
Documentation
Close.com Integration

Close.com Integration

Plan: Free and above

Overview

The Close.com integration is available to all customers with a Free plan or higher. Integrating Pima with Close.com allows you to send documents from Close.com to new and existing prospects and customers and can be set up in just a few mniutes.

Setup

  1. Head over to your Close.com account’s settings and click on Integration Links.
  2. Pick a name for your link, Share docs with Pima for example.
  3. Pick a Contact type
  4. Add the following to the URL https://my.pima.app/companies?action=create&full_name={{contact.name}}&email={{contact.primary_email}}&company_name={{organization.name}}

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You may now share documents and agreements directly from your Close.com account.

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Questions?

If you have questions or need support, please reach out to support@pima.app.