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Close is listed under Settings > Integrations > CRM.
Close is Coming Soon by default. Your workspace must be enabled before the connection and sync controls are available.

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For an enabled workspace

Connect using a Close API key, select Test credentials, then Save Close. A connected workspace can use Manage sync to review its sync setup.

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Map stages and import

For an enabled connection, open Manage sync.
  1. Choose the Close status for each Olympus pipeline stage. Use the Won or Lost status when it matches the stage’s outcome.
  2. Select Save mapping. Every stage in the default pipeline must be mapped before outbound sync can turn on.
  3. Select Run import to bring in historical records. Check Historical import until it shows Done.
  4. Review Outbound sync, the last inbound and outbound times, Waiting to sync, Failed for good, Open issues, and the stage-mapping count.
Outbound sync stays off until required mapping and import are complete. Read any action-required message instead of treating a saved credential as confirmation that records are syncing.

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Disconnect

The connection’s Manage action uses Hold to disconnect. Within Manage sync, select Disconnect, then Yes, disconnect to confirm. Synced records stay in Olympus; removing the connection does not delete records at Close.