NEWFlows V2 has been releasedSee what shipped
INTEGRATIONSSAAS
CL
Close28 OF 28 CAPABILITIES ASSESSED

Close members and roles, added and removed from Ploy

Close organization members and their role, with people added, re-roled and removed from Ploy.

TYPE · SAASAUTH · API KEYDOMAIN · CLOSE.COM
Close connectorHOURLY SYNCCAPABILITIES
WHAT PLOY DOES
Sync organization membersEvery member of the connected organization arrives in Ploy as an identity, deactivated members included.
READ
Read deactivated membersA member deactivated in Close shows as blocked and loses their Close access in Ploy straight away.
READ
Read each member's roleThe role, built-in or custom, rides as the entitlement on the member's access to the organization, named as Close shows it.
READ
Map the organization as a resourceThe connected organization lands as an account resource carrying its own membership, so several connected organizations stay separate.
READ
Add people to the organizationPloy adds a person by email with a role. Close only allows this for addresses on your verified domains.
WRITE
Change a member's rolePloy moves a member to another role, named as Close shows it.
WRITE
Remove membersPloy removes a person from the organization. Close keeps them as a deactivated member, and their other organizations are untouched.
WRITE
2.1WHAT IT UNLOCKS

Three jobs this connector does on day one

JOINERS

Sales gets the CRM on day one

The onboarding flow adds the new starter to Close with the role their team uses, so they can work leads from their first week.

REVIEWS

Who holds which role

Each member's role sits beside the rest of the estate, so a reviewer sees who can manage the organization and who only sells.

LEAVERS

Out of the CRM on the last day

Offboarding deactivates the member in Close, and the change shows in Ploy straight away.

2.3

SETUP

TYPICALLY 10 MINUTES
STEP 01

Create an API key

In Close, open Settings, then Developer, then API Keys. Create the key inside the organization from an admin account, ideally a dedicated one.

STEP 02

Allow writes

To add, change and remove members, the account needs the Manage Organization permission. Adding people also needs Close to restrict new users to your verified email domains.

STEP 03

Choose the organization

Pick the organization the key was created in. Ploy tests the key, then members and their roles land in the graph.

2.4OFTEN CONNECTED TOGETHER
SalesforceSAASHubSpotSAASGoogle WorkspaceIDENTITY SOURCE
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