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What You'll Need

  • An active Objectionly account
  • Access to your Close CRM workspace
  • Permission to view Close CRM user details
  • A Zapier account

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Close CRM Setup

1

Get rep user IDs from Close CRM and use them as rep unique IDs

Follow Close’s guide for finding user IDs: Find IDs in Close.In Objectionly, open each rep and set that rep’s Unique ID to the matching Close CRM User ID. These user IDs are used to map Close CRM calls to the correct rep in Objectionly.
2

Connect Close CRM in Objectionly and import the Zapier template

Go to the Objectionly integrations page, click Connect to Close CRM, and import the Zapier template.
3

Configure the Zapier template

The Zapier template has three sections:1. Close triggerUse the trigger event New Call Recording.2. Formatting code blockUse the action event Run Python and add an input data field named seconds_duration mapped to Close CRM’s Recording Duration value.3. Upload Call Transcript for ObjectionlyMap the Objectionly fields using the values below.Configure the Upload Call Transcript action with these values:
  • Call title: Direction + Phone
  • Transcript: Expiring Audio Url
  • Rep email: User Id
  • Rep name: User Id
  • Call date: Date Answered
  • Call duration (minutes): Minutes Duration
  • Description / summary: optional
  • External meeting reference: ID

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Why this matters

Accurate rep mapping

Matching Close CRM user IDs to Objectionly rep unique IDs ensures calls are assigned to the right person.

Correct duration values

The Python step converts Close CRM recording duration from seconds into the minutes value required by Objectionly.