Send website inquiries to Close
Close models a prospect as a lead with contacts on it: the lead is the company, or the person when there is no company, and the contacts are the people you call. This creates one lead per inquiry, shaped exactly that way, so it lands in your Inbox in Close looking like every other lead you work.
It is a copy, not a move: the inquiry still lands in your Webkio Inbox. Send your website inquiries to your CRM has the shared rules; this page is the Close part.
What you need
One value: an API key.
- In Close, open Settings > Developer > API Keys.
- New API Key, name it ("Webkio") and copy it. It starts with
api_.
The key acts as the user who made it, so it is stored encrypted and never shown again. Keys in Close can be disabled one at a time, which is how to switch this off later without touching anything else.
Setting it up
- Project settings > CRM, choose Close.
- Paste the key.
- Tick which inquiries to send.
- Add destination, then Send test.
No field mapping: a Close lead has a fixed shape, and ours fills it.
What arrives
| In Close | From the inquiry |
|---|---|
| Lead name | Their company, if the form asked for one and they gave it. Otherwise the person's name, which is what Close itself does for a solo prospect. |
| Contact: name | Their full name. If the form had no name, their email address. |
| Contact: email (office) | Their email address. |
| Contact: phone (office) | Their phone number, when given. |
| Description | Their message, then a line saying which form it came from and which site. |
| URL | The page they wrote from, when it is a full web address. |
| Status | Your account's default lead status for new leads. |
The lead is created with one call to Close's lead endpoint, which stores the contact in the same write, and Close answers with the stored lead. A green result means it is there.
What does not arrive
An opportunity. No pipeline value or stage is set. Close's workflows and Smart Views can act on new leads if you want that automated.
A custom field. Close custom fields (custom.FIELD_ID) are not written. Anything extra the form collected, such as a budget or a job type, is in your Webkio Inbox and in the description text of the lead.
De-duplication. Each inquiry is a new lead, even from the same person. Close's Merge leads handles it from either lead's page.
When something fails
Close answers failed calls with a JSON error, and the destination card shows it.
| What the destination shows | What it means | What to do |
|---|---|---|
| A 401 answer | The key is wrong or has been disabled. | Make a new key under Settings > Developer > API Keys and paste it in. |
| A 400 answer naming a field | Close refused a value; in practice an email address or phone number it will not accept. | That inquiry is in your Inbox. If every inquiry fails this way, tell us. |
| A 402 answer | Your Close subscription has a billing problem, and Close refuses API writes until it is sorted. | A Close account matter. The destination resumes once Close accepts writes again. |
| A 429 answer | Close's rate limit. | Retried by itself. |
| Accepted, but no lead appears | It was stored. | Check Leads with no Smart View selected, sorted by date created; also check the lead status your account gives new leads, in case a view hides it. |
Four consecutive failures pause the destination; Resume after the fix.
Frequently asked questions
Why is the lead named after the company and not the person?
Because that is Close's own model: the lead is the account, the contact is the person. When the form collected no company, the person's name is used, so nothing is ever named "(not provided)".
Can the inquiry create an opportunity straight away?
Not here. An opportunity needs a value and a pipeline stage that only you can choose. A Close workflow triggered on lead creation can add one with your defaults.
Who owns the new leads?
The user who made the API key, unless your account's lead assignment rules say otherwise. Those rules run after the lead exists, as they do for any new lead.
Will the Close inbox show it?
A new lead is not an Inbox item in Close by itself; it appears in your Leads list. Use a Smart View ("Leads created in the last 7 days with no activity") if you want a working queue.
What about the "Webkio Test" lead?
That is from Send test. Delete it.
Can I send to Close from two sites?
Yes, one destination on each. The description names the site.
Related reading
- Send leads to your CRM - the switchboard every destination hangs off.
- All your customers in one place - the record that stays here whatever is sent on.
- Understanding notifications - the email and bell alerts that fire alongside a delivery.
- Integrations - every destination and connector on one page.
- The automated emails every business should send - the follow-up once a lead is in your CRM.