Close CRM

The Close CRM modules allow 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.

Getting Started with Close CRM

Prerequisites

  • A Close CRM account

In order to use Close CRM with Make, it is necessary to have a Close CRM account. If you do not have one, you can create a Close CRM account at close.com.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your Close CRM account to Make you need to obtain the API Key from your Close CRM account and insert it in the Create a connection dialog in the Make module.

1. Log in to your Close CRM account.

2. Click Settings > API Keys > Add a New API Key.

3. Enter a name for the API key and click Save.

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4. Copy the API Key to your clipboard.

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5. Go to Make and open the Close CRM module's Create a connection dialog.

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6. In the Connection name field, enter a name for the connection.

7. In the API Key field, enter the API key copied in step 4, and click Continue.

The connection has been established.

Note

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 scenario.

Watch New Lead

Triggers when a new lead is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

Watch Lead Status Changed

Triggers when an existing lead's status has been changed.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

Search Leads

Searches for leads or lists them all.

Connection

Establish a connection to your Close CRM account.

Query

Enter (map) a keyword or phrase to search the leads that match the specified query.

Limit

Set the maximum number of leads Make should return during one execution cycle.

Get a Lead

Get a single lead.

Connection

Establish a connection to your Close CRM account.

Lead ID

Select or map the Lead ID whose details you want to retrieve.

Create a Lead

Creates a new lead.

Connection

Establish a connection to your Close CRM account.

Name

Enter (map) the lead's name.

Description

Enter (map) the lead's description.

URL

Enter (map) the URL address of the lead's or lead's company profile. For example, company website.

Status ID

Enter (map) the Status ID of the profile.

Contacts

Add the contacts of the lead:

Name

Enter (map) the contact's name.

Title

Enter (map) the title of the contact. For example, Mr..

Emails

Add the contact's email address. For example, work email address, personal email address.

Phone

Add the contact's phone numbers. For example, home, mobile, work

Addresses

Add the contact's address:

Label

Enter (map) the label for the address. For example, Office.

Address 1

Enter (map) the street name.

Address 2

Enter (map) the street name.

City

Enter (map) the city name.

State

Enter (map) the state name.

Zip Code

Enter (map) the area ZIP code.

Country

Enter (map) the country name.

Custom Fields

Add the custom fields for the field. For example, lead's company industry.

Update a Lead

Updates a lead.

Connection

Establish a connection to your Close CRM account.

Lead ID

Select or map the Lead ID whose details you want to update.

Name

Enter (map) the lead's name.

Description

Enter (map) the lead's description.

URL

Enter (map) the URL address of the lead's or lead's company profile. For example, company website.

Status ID

Enter (map) the Status ID of the profile.

Contacts

Add the contacts of the lead:

Name

Enter (map) the contact's name.

Title

Enter (map) the title of the contact. For example, Mr..

Emails

Add the contact's email address. For example, work email address, personal email address.

Phone

Add the contact's phone numbers. For example, home, mobile, work.

Addresses

Add the contact's address:

Label

Enter (map) the label for the address. For example, Office.

Address 1

Enter (map) the street name.

Address 2

Enter (map) the street name.

City

Enter (map) the city name.

State

Enter (map) the state name.

Zip Code

Enter (map) the area ZIP code.

Country

Enter (map) the country name.

Custom Fields

Add the custom fields for the field. For example, lead's company industry.

Delete a Lead

Deletes a lead.

Connection

Establish a connection to your Close CRM account.

Lead ID

Select or map the Lead ID you want to delete.

Merge Two Leads

Merges one lead into another lead.

Connection

Establish a connection to your Close CRM account.

Source Lead ID

Select or map the Lead ID which you want to merge.

Destination Lead ID

Select or map the Lead ID with which you want to merge the above source Lead ID.

Note

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 scenario.

Watch New Contact

Triggers when a new contact is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

List Contacts

Gets a list of contacts.

Connection

Establish a connection to your Close CRM account.

Limit

Set the maximum number of contacts Make should return during one execution cycle.

Get a Contact

Gets a single contact.

Connection

Establish a connection to your Close CRM account.

Contact ID

Select or map the Contact ID whose details you want to retrieve.

Create a Contact

Creates a new contact.

Connection

Establish a connection to your Close CRM account.

Lead ID

Select or map the Lead ID associated with the contact.

Name

Enter (map) the contact's name.

Title

Enter (map) the contact's title. For example, Mr..

Phones

Add the contact's phone numbers:

Type - Select or map the phone number type. For example, office.

Phone - Enter (map) the phone number.

Emails

Add the contact's email addresses:TypeSelect or map the email address type. For example, office.PhoneEnter (map) the contact's email address.

URLs

Add the contact's URL address. For example, LinkedIn.

Update a Contact

Updates a new contact.

Connection

Establish a connection to your Close CRM account.

Contact ID

Select or map the Contact ID whose details you want to update.

Lead ID

Select or map the Lead ID associated with the contact.

Name

Enter (map) the contact's name.

Title

Enter (map) the contact's title. For example, Mr..

Phones

Add the contact's phone numbers:

Type - Select or map the phone number type. For example, office.

Phone - Enter (map) the phone number.

Emails

Add the contact's email addresses:TypeSelect or map the email address type. For example, office.PhoneEnter (map) the contact's email address.

URLs

Add the contact's URL address. For example, LinkedIn.

Delete a Contact

Delete a contact.

Connection

Establish a connection to your Close CRM account.

Contact ID

Select or map the Contact ID you want to delete.

Note

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 scenario.

Watch New Opportunity

Triggers when a new opportunity is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

Watch Opportunity Status Changed

Triggers when an existing opportunity status has been changed.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

Search Opportunities

Searches for opportunities or lists them all.

Connection

Establish a connection to your Close CRM account.

Lead IDs

Select or map the Lead IDs whose opportunities you want to search.

User IDs

Select or map the User IDs to search the opportunities associated with the specified IDs.

Status IDs

Select or map the Status IDs to search for the opportunities that match the specified IDs.

Value Periods

Select or map the period to list the opportunities for the specified period.

Query

Enter a keyword or phrase to search the opportunities that match the specified query.

Order By

Select or map the order to sort the opportunities:

  • Date Created

  • Date Won

  • Date Updated

  • User Name

  • Value

  • Annualized Value

  • Confidence

  • Annualized Expected Value

Order Direction

Select or map the direction to list the opportunities. For example, Ascending.

Limit

Set the maximum number of opportunities Make should return during one scenario execution cycle.

Get an Opportunity

Gets a single opportunity.

Connection

Establish a connection to your Close CRM account.

Opportunity ID

Select or map the Opportunity ID whose details you want to retrieve.

Create an Opportunity

Creates a new opportunity.

Connection

Establish a connection to your Close CRM account.

Lead ID

Select or map the Lead ID whose opportunity you want to create.

Status ID

Select or map the Status ID of the opportunity. For example, Won.

Confidence

Enter (map) the confidence to win the opportunity in percentage. For example, 85. The value must be between 0 and 100.

Value

Enter (map) the opportunity amount.

Value Period

Select or map the opportunity period. For example, one time.

Note

Enter (map) any additional information about the opportunity.

Update an Opportunity

Updates an opportunity.

Connection

Establish a connection to your Close CRM account.

Opportunity ID

Select or map the Lead ID whose opportunity you want to create.

Status ID

Select or map the Status ID of the opportunity. For example, Won.

Confidence

Enter (map) the confidence to win the opportunity in percentage. For example, 85. The value must be between 0 and 100.

Value

Enter (map) the opportunity amount.

Value Period

Select or map the opportunity period. For example, one time.

Note

Enter (map) any additional information about the opportunity.

Delete an Opportunity

Deletes an opportunity.

Connection

Establish a connection to your Close CRM account.

Opportunity ID

Select or map the Opportunity ID you want to delete.

Note

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 scenario.

Watch New Smart View

Triggers when a new smart view is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

List Smart Views

Gets a list of smart views.

Connection

Establish a connection to your Close CRM account.

Limit

Set the maximum number of smart views Make should return during one execution cycle.

Get a Smart View

Gets a single smart view.

Connection

Establish a connection to your Close CRM account.

Smart View ID

Select or map the Smart View ID whose details you want to retrieve.

Create a Smart View

Creates a new smart view.

Connection

Establish a connection to your Close CRM account.

Name

Enter (map) the name for the smart view. For example, every lead.

Query

Enter (map) the query to fetch the smart view. For example, "called > 0 and email_opened < 10 mins ago"

Update a Smart View

Updates a smart view.

Connection

Establish a connection to your Close CRM account.

Smart View ID

Select or map the Smart View ID whose details you want to update.

Name

Enter (map) a new name for the smart view. For example, every lead.

Query

Enter (map) the query to fetch the smart view. For example, "called > 0 and email_opened < 10 mins ago"

Delete a Smart View

Deletes a smart view.

Connection

Establish a connection to your Close CRM account.

Smart View ID

Select or map the Smart View ID you want to delete.

Note

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 scenario.

Watch New Task

Triggers when a new task is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

Search Tasks

Searches for tasks or lists them all.

Connection

Establish a connection to your Close CRM account.

Types

Select or map the task type you want to search. For example, lead.

Lead ID

Select or map the Lead ID whose tasks you want to search.

Is Complete

Select whether you want to include the completed tasks in your search results.

Assigned To

Select or map the assignee whose task you want to search.

View

Select or map the view for the tasks:

  • Inbox

  • Future

  • Archive

Order By

Select or map the order to sort the tasks:

  • Date Created

  • Date

Order Direction

Select or map the direction to list the tasks. For example, Ascending.

Limit

Set the maximum number of tasks Make should return during one execution cycle.

Get a Task

Gets a single task.

Connection

Establish a connection to your Close CRM account.

Task ID

Select or map the Task ID whose details you want to watch.

Create a Task

Creates a new task.

Connection

Establish a connection to your Close CRM account.

Lead ID

Select or map the Lead ID whose task you want to create.

Text

Enter the task name and details.

Type

Select the task type. For example, Email Follow-Up.

Assigned To

Select or map the user to whom you want to assign the task.

Date

Enter (map) the date on which the task is created. For example, 2021-04-21.

Is Complete

Select whether the task is completed.

Update a Task

Updates a task.

Connection

Establish a connection to your Close CRM account.

Task ID

Select or map the Task ID whose details you want to update.

Assigned To

Select or map the user to whom you want to assign the task.

Text

Select or map the user to whom you want to assign the task.

Date

Enter (map) the date on which the task is created. For example, 2021-04-21.

Is Complete

Select whether the task is completed.

Delete a Task

Deletes a task.

Connection

Establish a connection to your Close CRM account.

Task ID

Select or map the Task ID you want to delete.

Note

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 scenario.

Watch New Call Activity

Triggers when a new call activity is logged.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

List Call Activities

Gets a list of call activities.

Connection

Establish a connection to your Close CRM account.

Limit

Set the maximum number of activities Make should return during one execution cycle.

Get a Call Activity

Gets a single call activity.

Connection

Establish a connection to your Close CRM account.

Call ID

Select or map the Call ID whose details you want to retrieve.

Log a Call Activity

Logs a completed call activity.

Connection

Establish a connection to your Close CRM account.

Lead ID

Select or map the Lead ID whose activity you want to log.

Contact ID

Select or map the Contact ID associated with the lead.

Created By

Select or map the user who is creating the log for the activity.

User ID

Select or map the User ID associated with the call activity.

Direction

Select the call type:

  • Inbound

  • Outbound

Note

Enter the additional information about the call activity.

Duration

Enter (map) the duration of the call. For example, 10 for 10 seconds.

Recording URL

Enter (map) the URL address to the call recording.

Phone

Enter (map) the phone number of the contact.

Delete a Call Activity

Deletes a call activity.

Connection

Establish a connection to your Close CRM account.

Call ID

Select or map the Call ID you want to delete.

Note

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 scenario.

Watch New Email Activity

Triggers when a new email activity is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

List Email Activities

Gets a list of email activities.

Connection

Establish a connection to your Close CRM account.

Limit

Set the maximum number of email activities Make should return during one execution cycle.

Get an Email Activity

Gets a single email activity.

Connection

Establish a connection to your Close CRM account.

Email Activity ID

Select or map the Email Activity ID whose details you want to retrieve.

Create an Email Activity

Creates a new email activity.

Connection

Establish a connection to your Close CRM account.

Lead ID

Select or map the Lead ID whose email activity you want to create.

Status

Select or map the status of the email activity:

  • Inbox - Log an already received email.

  • Draft - Create a draft email.

  • Scheduled - Send an email at a scheduled date and time, which must be specified in the date_scheduled field.

  • Outbox - Sent the email. Sent to log an already sent email.

Contact ID

Select or map the Contact ID associated with the email activity.

User ID

Select or map the User ID associated with the email activity.

Direction

Select the direction of the email activity:

  • Incoming

  • Outgoing

Date Created

Enter (map) the date on which the email activity occurred.

Created By

Select the user who created the activity.

Created by Name

Enter (map) the name of the user who created the activity.

Subject

Enter the email subject line.

Sender's Email

Enter (map) the sender's email address. If no email address is provided when posting an email with status sent, it will default to the email address of the user associated with the email or the email address of the owner of the API key in Make.

To

Add the email addresses to add in the CC field of the email.

CC

Add the email addresses to add in the CC field of the email.

BCC

Add the email addresses to add in the CC field of the email.

User Email Template

Select whether you are using an email template.

Body Text

Enter (map) the email body message text.

Body HTML

Enter (map) the email body message in HTML format.

Attachments

Add the attachments to the email:

URL

Enter the URL address to the attachment file.

Filename

Enter a name for the file with an extension. For example, sample.txt.

Size

Enter the file size. For example, 2 MB.

Content Type

Enter (map) the content type of the file. For example, image.

Delete an Email Activity

Deletes an email activity.

Connection

Establish a connection to your Close CRM account.

Email Activity ID

Select or map the Email Activity ID you want to delete.

Note

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 scenario.

Watch New SMS Activity

Triggers when a new SMS activity is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

List SMS Activity

Gets a list of SMS activities.

Connection

Establish a connection to your Close CRM account.

Limit

Set the maximum number of SMS activities Make should return during one execution cycle.

Get an SMS Activity

Gets a single SMS activity.

Connection

Establish a connection to your Close CRM account.

SMS Activity ID

Select or map the SMS Activity ID whose details you want to retrieve.

Create an SMS Activity

Creates a new SMS activity.

Connection

Establish a connection to your Close CRM account.

Lead ID

Select or map the Lead ID whose SMS activity you want to create.

Status

Select or map the status of the SMS activity:

  • Inbox

  • Draft

  • Scheduled

  • Outbox

Send In

Enter (map) the time in seconds after which the SM should be sent to the recipients.

Text

Enter the SMS message text.

Local Phone

Select or map the local phone number to which you want to send the SMS. The number you choose has to be associated with a Phone Number of type internal.

Remote Phone

Select or map the remote phone number to which you want to send the SMS,

Source

Select or map the source from which you want to send the SMS:

  • External - Specifies that the SMS has already been sent by an external system and you are just logging it.

  • Close.io - Specifies that the SMS should be handled by Close.io.

Contact ID

Select or map the Contact ID associated with SMS activity.

Delete an SMS Activity

Deletes an SMS activity.

Connection

Establish a connection to your Close CRM account.

SMS Activity ID

Select or map the SMS Activity ID you want to delete.

Note

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 scenario.

Watch New Note Activity

Triggers when a new activity is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

List Note Activities

Gets a list of note activities.

Connection

Establish a connection to your Close CRM account.

Limit

Set the maximum number of note activities Make should return during one execution cycle.

Get a Note Activity

Gets a single note activity.

Connection

Establish a connection to your Close CRM account.

Note Activity ID

Select or map the Note Activity ID whose details you want to retrieve.

Create a Note Activity

Creates a new note activity.

Connection

Establish a connection to your Close CRM account.

Lead ID

Select or map the Lead ID for whom you want to create the note activity.

Note

Enter (map) the note text.

Update a Note Activity

Updates a note activity.

Connection

Establish a connection to your Close CRM account.

Note Activity ID

Select or map the Note Activity ID whose details you want to update.

Note

Enter (map) the note text.

Lead ID

Select or map the Lead ID whose note activity you want to update.

Delete a Note Activity

Deletes a note activity.

Connection

Establish a connection to your Close CRM account.

Note Activity ID

Select or map the Note Activity ID you want to delete.

Note

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 scenario.

Watch Email Sequences Created/Updated

Triggers when an email sequence is created or updated.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

List Email Sequence

Get a list of email sequences.

Connection

Establish a connection to your Close CRM account.

Limit

Set the maximum number of email sequences Make should return during one execution cycle.

Get an Email Sequence

Gets an existing email sequence.

Connection

Establish a connection to your Close CRM account.

Email Sequence ID

Select or map the Email Sequence ID whose details you want to retrieve.

Create an Email Sequence

Creates a new email sequence.

Connection

Establish a connection to your Close CRM account.

Name

Enter (map) a name for the email sequence.

Status

Select or map the status of the email sequence:

  • Active

  • Paused

Steps

Add the steps for the sequence:

Delay - Enter (map) the time in seconds after which you want to send the email.

Email Template ID - Select or map the Email Template ID for the email.

Threading - Select or map the threading for the mail:

  • Old Thread

  • New Thread

Timezone

Select or map the timezone applicable to the sequence.

Schedule ID

Select or map the Schedule ID applicable to the sequence:

  • Anytime

  • 9am - 4pm

Update an Email Sequence

Updates an existing email sequence.

Connection

Establish a connection to your Close CRM account.

Email Sequence ID

Select or map the Email Sequence ID whose details you want to update.

Name

Enter (map) a name for the email sequence.

Status

Select or map the status of the email sequence:

  • Active

  • Paused

Steps

Add the steps for the sequence:

Delay - Enter (map) the time in seconds after which you want to send the email.

Email Template ID - Select or map the Email Template ID for the email.

Threading - Select or map the threading for the mail:

  • Old Thread

  • New Thread

Schedule ID

Select or map the Schedule ID applicable to the sequence:

  • Anytime

  • 9am - 4pm

Timezone

Select or map the timezone applicable to the sequence.

Subscribe a Contact to Email Sequence

Subscribes a contact to an email sequence.

Connection

Establish a connection to your Close CRM account.

Sequence ID

Select or map the Sequence ID to which you want to subscribe the contact.

Contact ID

Select or map the Contact ID you want to subscribe to the sequence.

Contact Email

Select or map the contact's email address.

Sender Account ID

Select or map the Sender Account ID who is sending the email.

Sender Name

Enter (map) the sender's name.

List Users

Gets a list of users.

Connection

Establish a connection to your Close CRM account.

Limit

Set the maximum number of users Make should return during one execution cycle.

Get a User

Gets a user by ID.

Connection

Establish a connection to your Close CRM account.

User ID

Select or map the User ID whose details you want to retrieve.

Get a Random User

Gets a random user from your organization.

Connection

Establish a connection to your Close CRM account.

Groups

Enter (map) the group whose user details you want to retrieve.

Availability

Select or map the availability of the user whose details you want to retrieve:

  • Online

  • Offline

Note

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 scenario.

Watch Next Export

Triggers when a new export is created.

Webhook Name

Enter (map) the name of the webhook.

Connection

Establish a connection to your Close CRM account.

List Exports

Gets a list of exports.

Connection

Establish a connection to your Close CRM account.

Limit

Set the maximum number of exports Make should return during one execution cycle.

Get an Export

Gets a single export.

Connection

Establish a connection to your Close CRM account.

Export ID

Select or map the Export ID whose details you want to retrieve.

Create an export

Creates a new export.

Connection

Establish a connection to your Close CRM account.

Format

Select or map the format in which you want to export:

  • CSV

  • JSON

Type

Select or map the type of export:

  • Leads

  • Contacts

  • Opportunities

Query

Enter the keyword or phrase based on which the result will be exported.

Fields

Add the fields. By default, all the data fields in each export type are returned.

Send Done Email

Select whether you get a confirmation email after the bulk action is completed.

Include Activities

Select whether you want to include the activities. This field only works for leads type with JSON format.

Include Smart Fields

Select whether you want to include the smart fields. This field only works for leads type with JSON format or any type formatted as CSV.

Get a Sent Email Report

Gets a report about sent emails grouped by template for your organization.

Connection

Establish a connection to your Close CRM account.

Organization ID

Select or map the Organization ID whose user's sent email report you want to retrieve.

User ID

Select or map the User ID whose email report you want to retrieve.

Date Start

Enter (map) the date to retrieve the emails that were sent on or after the specified date.

Date End

Enter (map) the date to retrieve the emails that were sent on or before the specified date.

Get an Activity Report

Gets an activity report for your organization.

Connection

Establish a connection to your Close CRM account.

Type

Select or map teh activity report you want to retrieve:

  • Overview

  • Comparison

Metrics

Select or map the metrics to retrieve the details of the activities that match the specified metric.

Start

Enter (map) the date and time to retrieve the activity report from the specified date.

End

Enter (map) the date and time to retrieve the activity report until the specified date.

Relative Range

Select or map the duration for which you want to retrieve the activity report.

Users

Select or map the users whose activity report you want to retrieve.

Get an Opportunity Status Change Report

Gets an opportunity status change report for your organization.

Connection

Establish a connection to your Close CRM account.

Organization ID

Select or map the Organization ID whose opportunity status change report details you want to retrieve.

User ID

Select or map the User ID associated with the opportunity.

Date Start

Enter (map) the date and time to retrieve the change report from the specified date.

Date End

Enter (map) the date and time to retrieve the change report until the specified date.

Smart View ID

Select or map the Smart View ID for the activity report.

Query

Enter (map) the keyword or phrase to search the opportunities and retrieve the change report that matches the specified query.

Get a Lead Status Change Report

Gets a lead status change report for your organization.

Connection

Establish a connection to your Close CRM account.

Organization ID

Select or map the Organization ID whose lead status change report details you want to retrieve.

Date Start

Enter (map) the date and time to retrieve the change report from the specified date.

Date End

Enter (map) the date and time to retrieve the change report until the specified date.

Query

Enter (map) the keyword or phrase to search the leads and retrieve the change report that matches the specified query.

Export an Activity Report to CSV

Exports an activity report to the CSV file.

Connection

Establish a connection to your Close CRM account.

Type

Select or map the activity report you want to export:

  • Overview

  • Comparison

Metrics

Select or map the metrics to retrieve the details of the activities that match the specified metric.

Start

Enter (map) the date and time to export the activity report from the specified date.

End

Enter (map) the date and time to export the activity report until the specified date.

Relative Change

Select or map the duration for which you want to export the activity report.

Users

Select or map the users whose activity report you want to retrieve.

Note

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 scenario.

Watch New Inbox Item

Triggers when a new inbox item is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

Note

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 scenario.

Watch Meeting Status Changed

Triggers when a meeting is created, started, completed, or canceled.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

Watch Memberships Activated/Deactivated

Triggers when a new membership is activated or deactivated.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Close CRM account.

List Activities

Gets a list of activities.

Connection

Establish a connection to your Close CRM account.

Limit

Set the maximum number of activities Make should return during one execution cycle.

List Roles

Gets a list of roles.

Connection

Establish a connection to your Close CRM account.

Limit

Set the maximum number of roles Make should return during one execution cycle.

Update a Phone Number

Updates a phone number.

Connection

Establish a connection to your Close CRM account.

Phone Number

Enter (map) the Phone Number ID which you want to update. For example, +16502221111.

Label

Enter (map) a label for the phone number. For example, customer.

Forward To

Enter (map) the phone number to which the call from the above phone number should be forward to. For example, +16502221111.

Forward to Enabled

Select whether you want to enable the forwarding call.

Voicemail Greeting URL

Enter (map) the call's voicemail greeting URL address.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Close CRM account.

URL

Enter a path relative to https://api.close.com/. For example, api/v1/me.

Note

For the list of available endpoints, refer to the Close CRM API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Contacts

The following API call returns all contacts from your Close CRM account:

URL

api/v1/contacts

Method

Get

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Matches of the search can be found in the module's Output under Bundle > Body > data.

In our example, 9 contacts were returned:

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