Close setup

Connect Close to log delivered Ready texts and incoming replies on the matching Close lead. Once that optional feature is enabled for your account, you can also send from inside Close through your Ready number. Connecting takes about two minutes.

Before you start

• Owner or Admin in Ready. Other roles can't connect integrations.
• A Close admin login. Ready connects as the Close user who approves it, so use one that can see every lead.
• Ready set up to send: an active number, credit in your balance, and carrier registration. See Quickstart. Texts are logged to Close when they go out through Ready.

1. Connect Close

1. In Ready, open Settings → Integrations.
2. Under Connected services, find Close and click Connect Close.
3. In Close, sign in, pick your organization, and approve access for Ready.
4. Back in Ready you see "Close is connected. Texts and replies will show up on your Close leads." Close now shows Connected.

2. What shows up in Close

• Texts and replies on the lead. A text you send from Ready to a Close contact is logged on their lead once it's delivered. Replies are logged as they arrive.
• Contacts already in Close. After you connect, Ready matches Close contacts to your Ready contacts by phone number, in the background. A large Close account can take a while. An unmatched contact is matched the first time you text them.
• New Close contacts. A contact you add with a phone number in Close is added to your Ready contacts.

Ready doesn't copy your existing Close contacts into Ready. To text them from Campaigns, import them into Contacts.

Check the connection:

1. Add your own mobile number to one Close contact and text it from Ready.
2. Once it's delivered, check the Close lead for the message.
3. Reply from your phone and confirm the reply appears on the same lead.

If it doesn't, check Reports → Logs in Ready and the phone number on the Close contact.

3. Text a lead from Close (optional)

Send a text from inside Close through your Ready number. The reply comes back to the same Close lead. Your Close plan must include Custom Activities, and the connected Close login needs permission to manage them.

1. In Ready, open Settings → Integrations. On the Close card, click Enable texting from Close. Ready creates the Text via Ready activity and its Message and Ready send status fields in Close, then connects it to your Ready account.
2. If Close refuses the setup, reconnect Close with a login that can manage Custom Activities, then click Enable texting from Close again.
3. To send, open the lead in Close, add a Text via Ready activity, choose the contact, write the message, and publish it.

Ready sends it with the usual checks: balance, opt-outs, texting hours (8am to 9pm in the contact's local time), and registration. Once sent, the Text via Ready activity is replaced by the text itself on the lead. To stop, click Turn off texting from Close on the same card. Message logging stays connected.

Watch: text a lead from Close

After you enable texting from Close, use Activity → Text via Ready on a lead. The video shows composing and publishing a text, the sent message on the lead, and an earlier incoming reply.

Can't play it here? Open the video.

Run an automation for new Close contacts (optional)

In Automations, build an automation with the Webhook trigger. It runs each time you add a contact with a phone number in Close. Every automation on your account with the Webhook trigger runs for these contacts, so check your existing ones first.

Troubleshooting