> ## Documentation Index
> Fetch the complete documentation index at: https://docs.objectionly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Close CRM

> Set up the Close CRM integration and Zapier template for Objectionly.

<Card title="What You'll Need">
  * An active Objectionly account
  * Access to your Close CRM workspace
  * Permission to view Close CRM user details
  * A Zapier account
</Card>

## Close CRM Setup

<Steps>
  <Step title="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](https://help.close.com/docs/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.
  </Step>

  <Step title="Connect Close CRM in Objectionly and import the Zapier template">
    Go to the
    [Objectionly integrations page](https://app.objectionly.com/dashboard/integrations),
    click **Connect to Close CRM**, and import the Zapier template.
  </Step>

  <Step title="Configure the Zapier template">
    The Zapier template has three sections:

    **1. Close trigger**

    Use the trigger event **New Call Recording**.

    **2. Formatting code block**

    Use the action event **Run Python** and add an input data field named
    `seconds_duration` mapped to Close CRM's **Recording Duration** value.

    <pre>
      <code className="language-python">
        {[
                    "import math",
                    "",
                    "# Get the seconds duration from input data and convert it to an integer",
                    "seconds_duration = int(input_data.get('seconds_duration', '0'))",
                    "",
                    "# Convert seconds to minutes, rounding up to the nearest minute if less than 1 minute",
                    "minutes_duration = math.ceil(seconds_duration / 60)",
                    "",
                    "# Return the result as an object",
                    "return {'minutes_duration': minutes_duration}",
                  ].join("\n")}
      </code>
    </pre>

    **3. Upload Call Transcript for Objectionly**

    Map 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`
  </Step>
</Steps>

## Why this matters

<CardGroup cols={2}>
  <Card title="Accurate rep mapping" icon="users">
    Matching Close CRM user IDs to Objectionly rep unique IDs ensures calls are
    assigned to the right person.
  </Card>

  <Card title="Correct duration values" icon="clock">
    The Python step converts Close CRM recording duration from seconds into the
    minutes value required by Objectionly.
  </Card>
</CardGroup>