Close
Connect Close to Reflekt Legal so your AI intake specialists can keep leads and contacts in sync as they move through intake. Once connected, the assistant can:
- Create new leads and contacts for incoming intakes
- Update lead and contact details as they change
- Log SMS activity on the lead
- Add notes to leads
- Create follow-up tasks for a user on your team
- Read the lead's recent call and email activity for context
The integration authenticates with a Close API key. The key acts on behalf of the Close user who created it, so that user's membership and role determine everything the assistant can do.
Prerequisites
Before you begin, make sure you have:
- An active Close account (see Required Permissions for the role and plan requirements).
- A Close user to generate the key from.
- A Reflekt Legal account.
Connect Close
- In Close, log in as the user the integration should act as.
- Open Settings → Developer → API Keys.
- Generate a new API key.
- Provide the API key to the Reflekt Legal team during onboarding, and we'll configure the connection for you. Please share the key securely (we'll send you a secure link) rather than by email.
Required Permissions
If your Close connection just stopped working: the key's user was most likely deactivated or removed from your Close organization, which disables their API keys. Generate a new key from an active user with the access below, then share it securely with the Reflekt Legal team so we can update the connection.
Close controls access by role. Assign the key's user one of Close's three highest roles — Admin, Super User or User — under Settings → Organization → Team Management.
| Requirement | Why it matters |
|---|---|
| The key's user is active in Settings → Organization → Team Management | Close disables a user's API keys when the user is removed, and every call starts failing |
| Role is User or higher | The assistant creates and edits leads and contacts, logs SMS activity, adds notes and creates tasks |
| The user is not scoped by Lead Visibility | Close's Restricted User role is where Lead Visibility limits apply. A user restricted to some leads silently hides the rest from the assistant, which then can't find or update them |
| On the Scale plan, the role's Leads (including Lead Visibility) and Opportunities/Tasks/Activities permissions are enabled | These are the only permission groups the assistant touches |
| The key's user can stay active long-term | The webhooks we register for inbound SMS and new leads are created with that user's key; once the key is disabled, those deliveries stop |
Creating and editing custom roles is only available on Close's Scale plan. On the Solo, Essentials and Growth plans, choose one of Close's four built-in roles instead.
Create the key from a dedicated integration user rather than a personal account. If the key's owner leaves the firm or is deactivated, the integration stops working.
Troubleshooting
New intakes stopped appearing in Close, or the integration stopped working after a staff change: the API key belongs to a specific Close user, and Close disables that user's keys when they are deactivated or removed from your organization. Generate a new key from an active account with the access described in Required Permissions and share it securely with the Reflekt Legal team so we can update the connection.
Resources
If you need help validating your setup, contact [email protected].