With our Close.com SMS Integration, your Roezan SMS activity will sync to Close.com, that way you can see all historical communications with the contact.
Note: Want to send SMS via Roezan while using Close.com? Try out our Roezan Chrome Extension
Connecting Roezan With Close CRM
Connecting is easy
Step 1: Find Close In Roezan Integrations
Go to Roezan > Integrations > Close
Step 2: Connect with OAuth or API
Make sure you're signed into Close.com in your browser BEFORE connecting. (Otherwise you may hit an error).
Note On Close.com Labeling of The Roezan Number:
Close.com will label the Roezan phone number with whatever name the connected account has, which may be confusing.
The workaround:
You can simply create a new close.com user called "Roezan SMS" and then use that to connect, that way your Roezan phone number is always labeled in conversations correctly.
OAuth: You can just login with your Close.com credentials.
API: You can create a Close API key in your Close > Settings > Connect > Developer > API Key
Step 3: Setup Your Sync Settings In Roezan
The last step is to set your Close sync settings in Roezan.
We suggest turning on "Sync SMS Activity To Close"
Using The Roezan Chrome Extension With Close
Since the Close.com integrations are limited, you currently can't send Roezan SMS inside of the Close app. (Close doesn't have a way for us to allow this currently)
The integration pushes in SMS activity from Roezan (broadcasts, inbound messages, automations etc) so you have a record of historical activity, however close doesn't allow you to send messages from Roezan.
So an easy workaround is to use the Roezan Chrome Extension to scrape the page and send SMS.
F.A.Q / Troubleshooting
My Roezan messages aren't syncing to close CRM
Please make sure that
1. Your integration is valid and connected
That "Sync SMS Activity To Close" is turned on in your Close settings.
My messages take a long time to show up in Close
The Close CRM API only allows us to sync messages at 3 messages per second.
For example, a 5000 person broadcast would take approx 27 min to sync to close.
We reached out to Close but they were unable to increase this limit.
It may be helpful to request this directly with Close to show your support for this request.