Purpose:
The App Marketplace
(accessible via the left menu or potentially Settings
→ App Marketplace
) serves as a directory showcasing third-party software applications and tools that offer some level of integration with the Close Master
platform (often via its underlying LeadConnector
API
).
Exploring:
- Browse categories relevant to your needs (e.g.,
Analytics
,Calling
,Direct Mail
,Real Estate Specific Tools
,E-Signature Alternatives
, etc.). - Read descriptions and vendor websites to understand what the third-party app does and how it integrates with
Close Master
.
Integration Types:
- Direct Installation: Some apps might install with a simple authorization flow (clicking "Install" and granting permissions).
API
Key /Webhook
Setup: Many integrations require you to sign up for the third-party service separately, then configure the connection within their platform or withinClose Master
usingAPI Keys
(fromSettings > Business Profile
) orWebhook
URLs (fromWorkflows
). Follow the specific instructions provided by the third-party vendor.- Middleware Required: Some integrations might function via
Zapier
orMake.com
(See 17.5).
Important Considerations:
- Cost: Most applications listed in the Marketplace are paid third-party services requiring their own separate subscriptions, independent of your
Close Master
fees fromThe Close Agency
. - Support: Integration setup and ongoing support for third-party apps are typically provided by the third-party vendor, not necessarily by
The Close Agency
orClose Master
's core support, unless it's an integration specifically recommended and managed by the agency. - Evaluate Need: Carefully consider if a third-party app provides significant value beyond the built-in
Close Master
features before adding complexity and cost to your tech stack. - Consult Your Agency: Ask
The Close Agency
if they recommend, support, or have experience with specific integrations listed in the Marketplace before you subscribe or attempt to connect them.