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Overview

This guide walks you through connecting TelaviOneChatAI with Close CRM in 5 steps — from logging in and finding your API credentials, to mapping parameters and testing your first lead.

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Step 1: Access the Close CRM Integration in TelaviOneChatAI

  1. Log in to your TelaviOneChatAI account.
  2. Select the bot you want to integrate and click on the “Integrate” tab.
  3. Go to the “All Integrations” tab.
  4. Find Close CRM by scrolling the list or searching “Close” in the search bar.
  5. Click the “Connect” button.
  6. You will be prompted to enter your API Token, obtained from your Close CRM account (see Step 2).

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Step 2: Get Your API Key from Close CRM

  1. Log in to your Close CRM account.
  2. From the left sidebar, scroll down and go to Settings → API Keys.
  3. If no API key exists, click “New API Key”, enter a name/label, and click “Create API Key”.
  4. Copy the generated API Key from the dashboard.

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Step 3: Connect Close CRM to TelaviOneChatAI

  1. Enter the API Key in TelaviOneChatAI.
  2. Click “Connect”.
  3. If entered correctly, you will see: “Integrated Successfully.”

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Step 4: Map Parameters

  1. Map the Close CRM fields to the corresponding questions in your TelaviOneChatAI chatbot flow.
  2. Use the ”+ Add Parameters” button to add more field mappings.
Example: Map the question “Please provide your name?” to Close CRM’s Name field. This ensures the user’s response is sent to the correct field in Close CRM.
Questions are auto-fetched from your bot’s chat flow. Make sure your chat flow is configured before setting up mappings.
  1. Select the Lead ID field as required.
  2. Once all fields are mapped correctly, you will see: “Mapping Successfully.”
  3. The Close CRM integration will show as “Installed” in the integrations list.

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Step 5: Test Your Integration

Create a dummy lead on your bot. The lead should appear in both your TelaviOneChatAI dashboard and your Close CRM account.

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Troubleshooting

If the dummy lead is not appearing in Close CRM, check the following:
  • Wrong Authorization Details — Verify that the API Key and Access Token are entered correctly.
  • Wrong Mapping Setup — Ensure all mandatory Close CRM fields are mapped to the correct TelaviOneChatAI questions.
  • Subscription — Integrations are only available on paid plans. Verify your current subscription.
If you are still unable to move forward, write to us at mailto:support@telavi.com.ph. We will respond within 48 business hours.