How do I connect CloseMagnet to my CRM?
Download MarkdownUsually the LeadAttractor team connects it for you during onboarding. If you need to connect or reinstall it, the account owner goes to Settings -> API (https://app.closemagnet.com/settings/api). An old Settings -> Integration boo
Usually the LeadAttractor team connects it for you during onboarding. If you need to connect or reinstall it, the account owner goes to Settings -> API (https://app.closemagnet.com/settings/api). An old Settings -> Integration bookmark redirects there.
There are two methods. The marketplace app is the primary OAuth install: confirm your CRM location / account ID is set, then use the CRM connection card to Connect and install the connector into the correct LeadAttractor sub-account, approving the access it requests. A Private Integration Token (PIT) is a fallback credential, normally created and entered for you during install and stored encrypted. To confirm it is healthy, check the CRM connection card shows an active install linked to your account with live access, then save a buyer and verify the fields land on the CRM contact.
Links to the app require your CloseMagnet login.
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