Close – Gotchas
Service ID: close
Close is the sales CRM designed to help small and medium-sized businesses close more deals. Build relationships, track communications, and manage your sales pipeline.
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2 gotchas across 1 resource
These are connector-specific behaviors and limitations to be aware of when integrating.
Notes2 gotchas
add
notesAddWhen creating a note in Close, the content of the note should be sent in html surrounded by the
tags and at least other inner element. If these tags are not sent, unify will surround the note with andtags.
update
notesUpdateWhen updating a note in Close, the content of the note should be sent in html surrounded by the
tags and at least other inner element. If these tags are not sent, unify will surround the note with andtags.