Close CRM
The Close CRM modules in Make allows you to monitor, create, update, send, retrieve, and delete the leads, contacts, opportunities, tasks, smart views, call activities, SMS activities, note activities, email sequences, users, export activities, inbox items, update phone numbers, meeting status, and memberships in your Close CRM account.
To get started with Close CRM, create an account at close.com.
For the list of available endpoints, refer to the Close CRM API documentation.
To connect Close CRM app with Make, you need to obtain the API Key from your Close CRM account and insert it in the Close CRM module Make.
- Log in to your Close CRM account.
- Click Settings > API Keys > Add a New API Key.
Enter a name for the API key and click Save.
Copy the API Key to your clipboard.
Log in to your Make account, add any Close CRM modules Make, and click the Add button next to the Connection field.
- Optional: In the Connection name field, enter a name for the connection.
- In the API Key field, enter the API key copied in step 4, and click Save.
You have successfully established the connection. You can now edit your and add more Close CRM modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.
You do not have to add the webhooks in the Close CRM, as it is automatically done for you once you add and save an instant trigger module to your Make.
Modules
Watch New Lead
Triggers when a new lead is created.
Watch Lead Status Changed
Triggers when an existing lead's status has been changed.
Search Leads
Searches for leads or lists them all.
Get a Lead
Get a single lead.
Create a Lead
Creates a new lead.
Update a Lead
Updates a lead.
Delete a Lead
Deletes a lead.
Merge Two Leads
Merges one lead into another lead.
Watch New Contact
Triggers when a new contact is created.
List Contacts
Gets a list of contacts.
Get a Contact
Gets a list of contacts.
Create a Contact
Creates a new contact.
Update a Contact
Updates a contact.
Delete a Contact
Deletes a contact.
Watch New Opportunity
Triggers when a new opportunity is created.
Watch Opportunity Status Changed
Triggers when an existing opportunity status has been changed.
Search Opportunities
Searches for opportunities or lists them all.
Get an Opportunity
Gets a single opportunity.
Create an Opportunity
Updates an Opportunity.
Update an Opportunity
Updates an opportunity
Deletes an Opportunity
Deletes an opportunity.
Watch New Smart View
Triggers when a new smart view is created.
List Smart Views
Gets a list of smart views.
Get a Smart View
Gets a single smart view.
Create a Smart View
Creates a new smart view.
Update a Smart View
Updates a smart view.
Delete a Smart View
Deletes a smart view.
Watch New Task
Triggers when a new task is created.
Search Tasks
Searches for tasks or lists them all.
Get a Task
Gets a single task.
Create a Task
Creates a new task.
Update a Task
Updates a task.
Delete a Task
Deletes a task
Watch New Call Activity
Triggers when a new call activity is logged.
List Call Activities
Gets a list of call activities.
Get a Call Activity
Gets a single call activity.
Log a Call Activity
Logs a completed call activity.
Delete a Call Activity
Deletes a call activity.
Watch New Email Activity
Triggers when a new email activity is created.
List Email Activities
Gets a list of email activities.
Get an Email Activity
Gets a single email activity.
Create an Email Activity
Creates a new email activity.
Delete an Email Activity
Deletes an email activity.
Watch New SMS Activity
Triggers when a new SMS activity is created.
List SMS Activities
Gets a list of SMS activities.
Get an SMS Activity
Gets a single SMS activity.
Create an SMS Activity
Creates a new SMS activity.
Delete an SMS Activity
Deletes an SMS activity.
Watch New Note Activity
Triggers when a new note activity is created.
List Note Activities
Gets a list of note activities.
Get a Note Activity
Gets a single note activity.
Create a Note Activity
Creates a new note activity.
Update a Note Activity
Updates a note activity.
Delete a Note Activity
Deletes a note activity.
Watch Email Sequence Created / Updated
Triggers when an email sequence is created or updated.
List Email Sequences
Get a list of email sequences.
Get an Email Sequence
Gets an existing email sequence.
Create an Email Sequence
Creates a new email sequence.
Update an Email Sequence
Updates an existing email sequence.
Subscribe a Contact to Email Sequence
Subscribes a contact to an email sequence.
List Users
Gets a list of users.
Get a User
Gets a user by ID.
Get a Random User
Gets a random user from your organization.
Create a Custom Activity
Creates a new custom activity.
Update a Custom Activity
Updates an existing custom activity.
Get a Custom Activity
Retrieves an existing custom activity.
Delete a Custom Activity
Deletes an existing custom activity.
Watch New Export
Triggers when a new export is created.
List Exports
Gets a list of exports.
Get an Export
Gets a single export.
Create an Export
Creates a new export.
Get a Sent Email Report
Gets a report about sent emails grouped by template for your organization.
Get an Activity Report
Gets an activity report for your organization.
Get an opportunity Status Change Report
Gets an opportunity status change report for your organization.
Get a Lead Status Change Report
Gets a lead status change report for your organization.
Export an Activity Report to CSV
Exports an activity to the CSV file.
Watch New Inbox Item
Triggers when a new inbox item is created.
Watch Meeting Status Changed
Triggers when a meeting is created, started, completed, or canceled.
Watch Membership Activated/Deactivated
Triggers when a new membership is activated or deactivated.
List Activities
Get a list of activities.
List Roles
Gets a list of roles.
Update a Phone Number
Updates a phone number.
Make an API Call
Performs an arbitrary authorized API Call.