rocketkind
CRM

Close

Close is a CRM for sales teams: leads are the company records, contacts are the people on them, opportunities are the deals, and activities are the log of what happened.

Authentication

  • API key

Actions

Generic API request. Call any Close API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • Create contactCreate a contact on a lead (POST /contact/, application/json).
  • Create leadCreate a lead (POST /lead/, application/json).
  • Create note activityLog a note activity against a lead (POST /activity/note/, application/json).
  • Create opportunityCreate an opportunity on a lead (POST /opportunity/, application/json).
  • Delete leadDestructiveDelete a lead by id (DELETE /lead/{leadId}/).
  • Get leadFetch one Close lead by id (Close ids are prefixed lead) to read its name and fields before logging an activity against it or updating it.
  • List contactsList contacts (GET /contact/).
  • List lead statusesList the lead statuses configured on the Close organisation — the pipeline stages a lead moves through (Potential, Qualified, Bad Fit, …).
  • List leadsList leads (GET /lead/).
  • List opportunitiesList opportunities (GET /opportunity/).
  • Update leadDestructiveUpdate a lead (PUT /lead/{leadId}/, application/json).

Triggers

  • New or updated leadStarts when a lead is created or updated in Close, detected by polling the most recently changed leads.
  • New or updated lead (webhook)Starts when Close delivers a webhook event for a lead that was created or updated, instead of polling the lead list for changes.
  • New or updated opportunityStarts when an opportunity is created or updated in Close, detected by polling opportunities updated on or after the stored cursor.
  • New or updated opportunity (webhook)Starts when Close delivers a webhook event for an opportunity that was created or updated, instead of polling the opportunity list for changes.

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