Send leads to CloseDaily CRM

What it is

If you use CloseDaily CRM, you can connect it so every lead, appointment and listing you mark on a call lands in CloseDaily on its own. Any other contact can be sent with one click.

Where to find it

Settings > Integrations > Connections > CloseDaily CRM

Steps

1. Open CloseDaily in another tab and sign in.
2. Choose Integrations in CloseDaily’s left navigation.
3. Under RealDialer, choose New connection key, name it RealDialer, and copy the key. CloseDaily shows it only once.
4. In RealDialer, paste it in CloseDaily connection API key.
5. Press Verify and connect CloseDaily CRM.
6. Under Leads into CloseDaily, leave Send leads, appointments and listings automatically ticked, or untick it to send only by hand.

Good to know

• With automatic sending on, a call you mark as a lead, an appointment or a listing is sent within a minute.
• Any other contact goes with the Send to CloseDaily button on the dialer and on the contact record.
• With automatic sending off, only the Send button moves a contact over.
• The key belongs to your CloseDaily seat. A teammate connecting RealDialer makes their own.
• If your CloseDaily account carries an MLS feed, the connection can also supply comparable sales. If it does not, the connection still works and the comps line stays off.
• If the key stops working, delete it in CloseDaily, make a new one, and connect again.