By integrating your Closum account, you can forward leads captured by Guru, buyer data, and sales data in order to segment your contacts in Closum, connecting in a personalized way while monitoring conversions and revenue.
To activate the integration, you need to get your API key from Closum, and then set the rules for contact segmentation and map additional fields for sales or subscriptions.
On this page:
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Step 1: Obtain API Key
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Step 2: Activate the integration
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What to do next
Before starting, you need to:
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Have an account in Closum.
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Be an administrator user or have permission to perform the following actions.
Step 1: Obtain API Key
In this step, you will obtain the API key in your Closum account.
Steps:
1 - Access your Closum account with your username and password.
2 - In the side menu, click on Settings, and then on Application.
3 - Click on Integrations.
4 - Under API Keys, click on Configure.
5 - Click on Generate API Key.
6 - Enter the name for the API Key.
7 - Click on Generate Key.
8 - Copy and store the API Key.
Step 2: Activate Integration with Closum
In this step, you will enter the API credentials obtained from Closum into Guru.
The API key/token will not be available after saving the integration. If you change the API key, it will no longer be valid, requiring you to return to the Closum environment to obtain a new key.
This change will provide greater security for your account, as it will not be possible to view the integration data.
Steps:
1 - Access the Guru admin with your username and password.
2 - In the side menu, access Settings > Integrations > Autoresponders > Closum.
3 - On the Details tab, enter:
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API Key: your API key obtained in step 1 - item 8;
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Active: toggle the switch to the on position.
4 - Click on Send.
To confirm that the integration is active, you should see a notification in the top right corner.
What to do next
Once the integration with Closum is active, you must configure the rules for contact segmentation in Closum and map any additional fields you want (optional step).
This configuration is done through:
1 - Mapping Sales Status to Closum;
2 - Sending Custom Data to Closum.
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