Close CRM

2 min

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.

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 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.

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.