---
title: Setting up your forms with Close Integration
date: '2022-09-19T16:10:00+00:00'
url: https://support.formkeep.com/close-integration-setup/
summary: Welcome! Here we’ll walk you through setting up your FormKeep form submissions
  with the Close Integration.
tags:
- Guides
- Integrations
author: Support Team
---

# Setting up your forms with Close Integration

Welcome! Here we’ll walk you through setting up your FormKeep form submissions with the **Close Integration.**

Close is one of the native integrations that can save your submissions in leads.
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## Linking your Close account with FormKeep

Linking your Close account is done via an API token. You can find yours on the Close websitem under the settings screen here [https://app.close.com/settings/api/](https://app.close.com/settings/api/).

For security reasons, Close does not display any existing API keys. If you do not have a key available you can create a new one:

![](/assets/images/close-integration-api-keys.png){: width="450" style="display:block; margin-left:auto; margin-right:auto"}

Once generated, copy the key:

![](/assets/images/close-integration-api-ready.png){: width="450" style="display:block; margin-left:auto; margin-right:auto" }

and enter it on FormKeep's API Key component by selecting the Close app, a Close action, and the "Add new account" button as shown below:

<video autoplay="autoplay" controls loop="loop" width="100%" height="512">
  <source src="/assets/images/posts/close-add-webm.webm" type="video/webm">
</video>


# Create new Lead

The **Create new Lead** action lets you create a new **Lead**, set its **status** as well as optionally attaching an initial **Contact, Opportunity, Note** and any available **Custom fields** in your organization.

The only required field when creating a lead is the Company Name of the Lead.


You may also optionally associate the following:

- **Contact**
  * Contact name
  * Contact title
  * Contact office email
- **Opportunity**
  * Opportunity note
  * Opportunity confidence
  * Opportunity value
- **Note**
- **Custom Fields**

## Mapping

Depending on the type of inputs your form contains, you may wish to map these to any of the values mentioned above.

This can achieved via the *insert data* button or typing the @ symbol, gaining access to any relevant form fields:

![](/assets/images/close-integration-mapping.png){: width="450" style="display:block; margin-left:auto; margin-right:auto" }

### Field requirements

Mapped fields must match the corresponding field’s type. For example, an email must be a valid format, otherwise the integration will fail to run.

* Contact office email: must be a valid email
* Opportunity note: must be a numerical value between 0-100
* Opportunity value: must be a currency amount (e.g. 1,200.50)
* Dropdown value with preselected choices: must match one of the choices made available on the form designer:

![](/assets/images/close-integrations-field-example.png){: style="display:block; margin-left:auto; margin-right:auto" }

**Mapping Example**

Given the following form:

![](/assets/images/mapping-sample-formkeep.png){: width="450" style="display:block; margin-left:auto; margin-right:auto" }

and an integration mapping configuration:

![](/assets/images/mapping-sample-config.png){: width="450" style="display:block; margin-left:auto; margin-right:auto" }

will generate the following Lead in Close:

![](/assets/images/mapping-sample-close-lead.png){: style="display:block; margin-left:auto; margin-right:auto" }