By connecting Close CRM with PassKit, you can automatically issue digital wallet passes such as loyalty cards, membership passes, or event tickets based on deal stages, lead activity, or contact updates. It’s a simple way to reward customers, send access credentials, or deliver incentives from your sales pipeline.

Setting Up The Integration

To connect Close with PassKit:

  1. Create and publish your pass in PassKit (e.g. membership, loyalty, event, or coupon).
  2. Go to Settings > Developer Tools in PassKit to get your API region and generate API credentials.
  3. In Close, choose the event that should trigger a pass such as:
    • A lead moves to “Closed – Won”
    • A deal reaches a specific stage
    • A contact field (like plan level or status) is updated
  4. Use Zapier, Make, or your own backend tool to create an integration:
    • Trigger: Activity or update in Close
    • Action: Send customer data to PassKit and issue a digital pass
  5. Map Close fields like name, email, phone number, lead status, or custom tags to your PassKit pass template.
  6. Deliver the pass via email, add it to a task, or log the SmartPass URL in the lead profile.

This gives your sales team an automated way to send digital credentials, perks, or event access.

Common Use Cases

PassKit + Close CRM works well for sales enablement, customer onboarding, and membership-based programs.

  • Issue a digital membership pass when a deal is won
  • Send a loyalty card to long-term customers reaching a certain threshold
  • Deliver event tickets for webinar or training access
  • Offer upgrade coupons to re-engage cold leads
  • Track engagement by logging pass activity against leads

It gives your team a new way to drive follow-up and retention directly from the CRM.

Requirements

To use this setup, you’ll need:

  • A PassKit account with a published pass
  • A Close CRM account
  • API credentials from PassKit Developer Tools
  • A workflow tool like Zapier, Make, or custom automation
  • Lead or contact fields that align with your pass template

No developer is needed for standard integrations using automation platforms.

Support And Documentation

Helpful resources:

SDK and API Configuration Settings

Subscribe to PassKit Webhooks

Using Long-Lived API Tokens

These links support setup and field mapping.

Frequently Asked Questions

Can I Issue A Pass When A Deal Is Closed?

Yes. Use a trigger for “Closed – Won” in Close to send the pass data to PassKit.

Where Does The Pass Get Delivered?

You can send the pass link via automated email, message, or store it in a lead note or task.

Can I Update Passes Later?

Yes. You can trigger updates to the pass if a lead’s tier, plan, or status changes.

Can I Log Pass Activity In Close?

You can store the pass link or ID as a custom field or use notes/tasks to track distribution.