In this article
Requirements
Who can connect: Aligned Admin/Owner with permission in Close to create API keys
Plan: Enterprise
Object supported (v1): Lead (Opportunities not supported)
Connect Close
In Aligned (Admin), go to Settings → Integrations.
Find Close → click Connect.
In Close: Integrations → Developer → New API key → name it → Generate → Copy.
Back in Aligned: Paste the API key → Confirm.
Status shows Connected.
Optional (admin settings):
Settings → Integrations → Close → Settings
Manually connect Rooms (ON by default)
Mandatory sync all new Rooms (OFF)
Link a Room to a Close Lead
From a new Room
Create the Room → when prompted to connect a CRM, search for the Close Lead.
Select the Lead → Link.
From an existing Room – option A (Rooms table)
Open Rooms.
In the CRM column for your Room, click the cell → Search Close Lead → Link.
From an existing Room – option B (inside Room)
Open the Room → Room header → Settings → CRM.
Search Close Lead → Link.
What Aligned logs to Close
The following events appear on the Lead activity log:
Room Opened
Room Shared
Buyer Commented
Buyer Downloaded content
MAP updates:
“User X completed the step: Y”
“User X unchecked the step: Y”
Disconnect or rotate the key
Settings → Integrations → Close.
Click Disconnect (or Replace key to rotate credentials).
FAQ
Does this write to Opportunities?
Does this write to Opportunities?
Not in v1—Lead only.
Who can set up the integration?
Who can set up the integration?
Aligned Admins/Owners with permission to create API keys in Close.
Is there a ‘sync all Rooms automatically’ option?
Is there a ‘sync all Rooms automatically’ option?
Yes—toggle it in Settings → Integrations → Close → Settings (default OFF).
Troubleshooting
“Lead not found” when linking
Verify you have access to that Lead in Close.
Search by the exact Lead name.
No activity appearing in Close
Confirm the Room is linked to a Close Lead.
Check the Close API key is valid (rotate if needed).
Make sure the activity you expect is one of the supported events listed above.
Permission errors
You must be an Aligned Admin/Owner.
Your Close user must be allowed to create/manage API keys.