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}](<https://my.pima.app/companies?action=create&full_name=%7B%7Bcontact.name%7D>)}&email={{contact.primary_email}}&company_name={{[organization.name](<http://organization.name/>)}}

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

Questions?

If you have questions or need support, please reach out to [email protected].