Close

Read and write Close leads, contacts, opportunities, tasks and notes with custom fields, read calls, emails and activities, plus smart views, pipelines and statuses.

Feed Close's sales-engagement CRM from marketing and product signals and sync outcomes to billing and analytics.

Build a flow with Close Provider API documentation

Source actions

Destination actions

Data types

Validation status

Implemented · fixture tested.

Implementation is checked against provider-shaped fixtures for every action, authentication failures, rate limits, pagination and duplicate safety. Provider sandbox and authorised account validation are recorded separately when credential-backed runs are completed.

What you can map

activities

List activities
Source
Incremental
Activities for the organization, a lead, contact or user, newest first.

calls

Get call
Source
One call.
List calls
Source
Incremental
Calls for the organization, a lead, contact or user, newest first.

contacts

Create contact
Destination
Not retried automatically
Creates a contact.
Get contact
Source
One contact with custom fields.
List contacts
Source
Contacts, optionally for one lead.
Update contact
Destination
Duplicate protected
Updates only the mapped contact fields.

custom fields

List custom fields
Source
Lead, contact or opportunity custom field definitions with type, choices and multi-value flag.

emails

Get email
Source
One email.
List emails
Source
Incremental
Emails for the organization, a lead, contact or user, newest first.

lead statuses

List lead statuses
Source
Lead statuses.

leads

Create lead
Destination
Not retried automatically
Creates a lead.
Get lead
Source
One lead with custom fields.
List leads
Source
Leads (companies) with status, addresses and custom fields.
Search leads or contacts
Source
Advanced filtering by object type with optional full-word text; returns IDs and core fields, most recently updated first.
Update lead
Destination
Duplicate protected
Updates only the mapped lead fields.

meetings

Get meeting
Source
One meeting.
List meetings
Source
Incremental
Meetings for the organization, a lead, contact or user, newest first.

notes

Create note
Destination
Not retried automatically
Adds a note activity to a lead.
Get note
Source
One note.
List notes
Source
Incremental
Notes for the organization, a lead, contact or user, newest first.
Update note
Destination
Duplicate protected
Updates a note's text, title, contact or pin.

opportunities

Create opportunity
Destination
Not retried automatically
Creates a opportunity.
Get opportunity
Source
One opportunity with custom fields.
List opportunities
Source
Incremental
Opportunities filtered by lead, owner, status type or update time.
Update opportunity
Destination
Duplicate protected
Updates only the mapped opportunity fields.

opportunity statuses

List opportunity statuses
Source
Opportunity statuses with type (active, won, lost) and pipeline.

pipelines

List pipelines
Source
Opportunity pipelines with their statuses.

smart views

List smart views
Source
Saved searches (Smart Views) for leads or contacts.

tasks

Create task
Destination
Not retried automatically
Creates a task.
Get task
Source
One task with custom fields.
List tasks
Source
Incremental
Tasks filtered by lead, assignee, completion, view or update time.
Update task
Destination
Duplicate protected
Updates only the mapped task fields.

users

List users
Source
Users in the organization.

Authentication

Close API key (HTTP Basic username, empty password)

Plans and access

All Close plans include the API. An API key acts as the user and organization it was created for.

Test environment

Use a Close trial organization or a separate test organization.

Rate limits

Per endpoint group, per API key and per organization (organization limit is 3x the key limit); on HTTP 429 wait rate_reset seconds (Retry-After is also sent).

Provider events

Webhook subscriptions for lead, contact, opportunity, task and activity events. Nexra event triggers are not yet available; flows run on demand or on a schedule.

Before you build a flow

Close leads double as companies; contacts belong to exactly one lead.
Lead and contact lists have no update-time filter; use the opportunity and task date_updated filters or activity creation dates for incremental syncs.
Advanced-search cursors expire after 30 seconds and searches stop at 10,000 results.
Email unsubscribe state and sequence subscriptions are returned read-only and never written.
Custom fields are written by field ID (custom.cf_...); fetch definitions with List custom fields.
Calls and emails are read-only; sending email or SMS, sequences and deletes are not automated.
Close has no idempotency key; uncertain creates are not repeated automatically.