Segment simplifies the process of collecting data, allowing you to spend more time using that data and less time trying to collect it. You can use Segment to track when a potential customer visits your website or signs up for your newsletter, bringing that information directly into Close. This integration will create and update Leads and Contacts with the contact information that your customers provide.
You will need the following:
- A website, newsletter, mobile app, or another source you want to track information from.
- A Segment account. You can sign up for Segment here.
- Your Close API Key.
This integration also requires using some Custom Fields in Close to store data and lookup Leads that may already exist in Close.
Head to Settings > Custom Fields and create a Lead Custom Field titled Company ID. This Custom Field must be a text-type Custom Field. This Custom Field will store the Company ID when a new Lead is created or look up that Lead when updating it.
Create a Contact Custom Field for the User ID. This must also be a text-type Custom Field. This integration will use this field to store the User ID when a new Contact is created or to look up that existing Contact within Close to avoid duplicates.
We have a video tutorial on setting up the Segment to Close integration here.
Once you've created your Custom Fields, it's time to connect your Close Organization to Segment. Create an API Key in Close by heading to Settings > API Keys.
Log into your Segment account and select Connections on the left sidebar. Then navigate to Sources and select which source you want to track information from.
Many Sources will require some coding knowledge.
After setting up your Source, head back to Connections and select Catalog. Tab over to Destinations and select Close under the CRM section. Click Configure Close. Save your new Destination as Close and then copy your API Key from Close and paste it under the API Key field. Then head to Advanced Settings, where the Custom Fields you created earlier will come in handy.
While viewing your Custom Fields in Close, copy your User ID Contact Custom Field ID by clicking on the '...' symbol and selecting Copy ID (API) towards the bottom.
Paste the ID under the User ID field in Segment. Do the same for your Company ID Lead Custom Field, paste it under the Company ID field in Segment, and save your changes.
Head back to Basic Settings, toggle on the Enable Destination option, and save your changes.
Tab over to Mappings while in Segment and create a new mapping. Select Create or Update Contact and Lead from the popup menu.
If you have multiple Close destinations, name each destination accordingly to the Source.
This will make troubleshooting and debugging your Mappings easier.
Identify: Will tie a customer on your Source to their actions and record traits about them within Close. It includes a unique User ID and any optional traits you know about the user, such as their email address, name, etc. Examples of when to use an identify call include a Lead first registering for or logging into your webpage or if they update their address information.
Track: This records actions that Leads or Contacts do within your Source, such as when a visitor subscribes to your newsletter.
Group: This creates or updates Leads with Contact info.
Page: Record whenever a Lead sees a specific page of your website.
Screen: Record when a Lead sees a specific screen within your mobile app.
Alias: This will merge two Leads or Contacts within Close.
If your application uses a lot of Identify and Group calls (such as on every page load), you may hit our API limit. Instead, you should use Track (e.g., User Created, User Joined Organization, User Details Changed) or send Identify and Group calls to Close only when the data is updated (e.g., user info changed) by using Filtering with Integration Object..
Configure your Action Fields by filling each section with the matching data from each dropdown menu. Review your mapping on the next page and run a *Test Action. Double-check the information sent into Close to ensure everything is correct and your Leads aren't missing any data that should otherwise be mapped.
The Debugger tab will show you a list of actions that were logged by Segment. Take advantage of this tab when troubleshooting a specific Lead creation or update. Segment has more on using this section here.
Updated about 2 months ago