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 https //close com/ for the list of available endpoints, refer to the close crm api documentation https //developer close com/ connect close crm to make 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 {{scenario singular lowercase}} and add more close crm modules if your connection needs reauthorization at any point, follow the connection renewal steps here https //www make com/en/help/connections/connecting to services build close crm {{scenario plural}} 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