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.