API Directory
- Nov 23, 2024

Close API Directory

Close CRM is a robust customer relationship management software tailored for startups and small to medium-sized businesses (SMBs) aiming to enhance their sales processes. Designed with a focus on sales efficiency, Close CRM equips sales teams with a suite of tools to streamline activities and boost performance. Key features include advanced emailing capabilities, a power dialer, email automation, and integrated outbound sales tools, all of which contribute to a more efficient sales workflow. By automating and optimizing sales processes, Close CRM helps businesses convert leads into revenue, making it an essential tool for sales-driven organizations.

In addition to its core functionalities, Close CRM offers comprehensive reporting and management features that provide valuable insights into sales activities and outcomes. This enables sales professionals to make informed decisions and refine their strategies. For businesses looking to integrate Close CRM with other systems, the Close API offers seamless integration capabilities, allowing for enhanced customization and functionality. The Close API is a critical component for businesses seeking to leverage the full potential of Close CRM in their sales operations.

Key highlights of Close CRM APIs

The Close API provides developers with a comprehensive suite of tools to integrate and automate sales processes within their applications. Below are the key highlights of the Close API:

Core Functionalities:

  • Lead Management: Create, retrieve, update, and delete leads, enabling seamless integration with your sales pipeline.
  • Activity Tracking: Log and manage various activities such as calls, emails, notes, and meetings associated with leads.
  • Custom Fields: Define and utilize custom fields to store additional information on leads, contacts, opportunities, and activities, allowing for tailored data management.
  • Webhooks: Set up webhooks to receive real-time notifications about specific events, facilitating timely data synchronization.

Integration Use Cases:

  • CRM Synchronization: Integrate Close with other CRM systems to ensure consistent and up-to-date customer information across platforms.
  • Automated Workflows: Develop automated workflows that trigger actions based on specific events, such as sending follow-up emails after a call is logged.
  • Custom Reporting: Extract and analyze sales data to generate custom reports that provide insights into sales performance and trends.

Supported Protocols:

  • RESTful API: The Close API adheres to REST conventions, utilizing standard HTTP methods and predictable URL structures for resource manipulation.

Authentication Mechanisms:

  • API Key Authentication: Suitable for internal scripts and simple integrations, API keys are used for authentication via HTTP Basic Authentication.
  • OAuth 2.0: For public applications, OAuth 2.0 is employed to grant secure access to the API on behalf of users.

Rate Limiting Policies:

  • Per-Endpoint Group Limits: The API enforces rate limits based on endpoint groups, allowing higher limits for lightweight requests compared to more resource-intensive ones.
  • Organization-Level Limits: Rate limits are applied at the organization level across all users' API keys, with additional per-API key limits to prevent individual integrations from affecting others.

For detailed information and to begin integrating with the Close API, refer to their official API documentation. Close Developer

Close CRM API Endpoints

Activity

  • DELETE https://api.close.com/api/v1/activity/call/{id}/ : Delete a Call Activity
  • POST https://api.close.com/api/v1/activity/custom/ : Create a new Custom Activity instance
  • DELETE https://api.close.com/api/v1/activity/custom/{id}/ : Delete a Custom Activity Instance
  • POST https://api.close.com/api/v1/activity/email/ : Create an Email Activity
  • DELETE https://api.close.com/api/v1/activity/email/{id}/ : Delete an Email Activity
  • DELETE https://api.close.com/api/v1/activity/emailthread/{id}/ : Delete an EmailThread Activity
  • DELETE https://api.close.com/api/v1/activity/meeting/{id}/ : Delete a Meeting Activity
  • POST https://api.close.com/api/v1/activity/meeting/{id}/integration/ : Create or Update Third Party Meeting Integration
  • POST https://api.close.com/api/v1/activity/note/ : Create a Note Activity
  • DELETE https://api.close.com/api/v1/activity/note/{id}/ : Delete a Note Activity
  • POST https://api.close.com/api/v1/activity/sms/ : Create an SMS Activity
  • DELETE https://api.close.com/api/v1/activity/sms/{id}/ : Delete an SMS activity
  • POST https://api.close.com/api/v1/activity/status_change/lead/ : Create a new LeadStatusChange activity
  • DELETE https://api.close.com/api/v1/activity/status_change/lead/{id}/ : Delete a single LeadStatusChange activity
  • POST https://api.close.com/api/v1/activity/status_change/opportunity/ : Create a new OpportunityStatusChange activity
  • DELETE https://api.close.com/api/v1/activity/status_change/opportunity/{id}/ : Delete a Single OpportunityStatusChange Activity
  • DELETE https://api.close.com/api/v1/activity/task_completed/{id}/ : Delete a TaskCompleted Activity

Comment

  • POST https://api.close.com/api/v1/comment/ : Create a Comment

Contact

  • POST https://api.close.com/api/v1/contact/ : Create a New Contact
  • DELETE https://api.close.com/api/v1/contact/{id}/ : Delete a Contact

Custom Activity

  • POST https://api.close.com/api/v1/custom_activity/ : Create New Custom Activity Type
  • DELETE https://api.close.com/api/v1/custom_activity/{id}/ : Delete a Custom Activity Type

Custom Field

  • POST https://api.close.com/api/v1/custom_field/activity/ : Create a new Activity Custom Field
  • DELETE https://api.close.com/api/v1/custom_field/activity/{custom_field_id}/ : Delete an Activity Custom Field
  • POST https://api.close.com/api/v1/custom_field/contact/ : Create a new Contact Custom Field
  • DELETE https://api.close.com/api/v1/custom_field/contact/{custom_field_id}/ : Delete a Contact Custom Field
  • POST https://api.close.com/api/v1/custom_field/custom_object_type/ : Create a new Custom Object Custom Field
  • DELETE https://api.close.com/api/v1/custom_field/custom_object_type/{custom_field_id}/ : Delete a Custom Object Custom Field
  • POST https://api.close.com/api/v1/custom_field/lead/ : Create a new Lead Custom Field
  • DELETE https://api.close.com/api/v1/custom_field/lead/{custom_field_id}/ : Delete a Lead Custom Field
  • POST https://api.close.com/api/v1/custom_field/opportunity/ : Create a new Opportunity Custom Field
  • DELETE https://api.close.com/api/v1/custom_field/opportunity/{custom_field_id}/ : Delete an Opportunity Custom Field
  • POST https://api.close.com/api/v1/custom_field/shared/ : Create a new Shared Custom Field
  • DELETE https://api.close.com/api/v1/custom_field/shared/{custom_field_id}/ : Delete a Shared Custom Field
  • DELETE https://api.close.com/api/v1/custom_field/shared/{custom_field_id}/association/{object_type}/ : Disassociate a Shared Custom Field from an Object
  • POST https://api.close.com/api/v1/custom_field/shared/{shared_custom_field_id}/association/ : Associate a Shared Custom Field with an Object Type

Custom Object

  • POST https://api.close.com/api/v1/custom_object/ : Create a new Custom Object instance
  • DELETE https://api.close.com/api/v1/custom_object/{id}/ : Delete a Custom Object Instance

Custom Object Type

  • POST https://api.close.com/api/v1/custom_object_type/ : Create New Custom Object Type
  • DELETE https://api.close.com/api/v1/custom_object_type/{id}/ : Delete a Custom Object Type

Email Template

  • POST https://api.close.com/api/v1/email_template/ : Create an Email Template
  • DELETE https://api.close.com/api/v1/email_template/{id}/ : Delete an Email Template

Export

  • POST https://api.close.com/api/v1/export/lead/ : Export Leads, Opportunities, or Contacts

Group

  • POST https://api.close.com/api/v1/group/ : Create a Group
  • DELETE https://api.close.com/api/v1/group/{group_id}/ : Delete a Group
  • POST https://api.close.com/api/v1/group/{group_id}/member/ : Add a User to a Group

Integration Link

  • POST https://api.close.com/api/v1/integration_link/ : Create an Integration Link
  • DELETE https://api.close.com/api/v1/integration_link/{id}/ : Delete an Integration Link

Lead

  • POST https://api.close.com/api/v1/lead/ : Create a New Lead
  • DELETE https://api.close.com/api/v1/lead/{id}/ : Delete a Lead

Membership

  • POST https://api.close.com/api/v1/membership/ : Create or Activate Membership

Opportunity

  • POST https://api.close.com/api/v1/opportunity/ : Create an Opportunity
  • DELETE https://api.close.com/api/v1/opportunity/{id}/ : Delete an Opportunity

Phone Number

  • DELETE https://api.close.com/api/v1/phone_number/{id}/ : Delete a Phone Number

Pipeline

  • POST https://api.close.com/api/v1/pipeline/ : Create a Pipeline
  • DELETE https://api.close.com/api/v1/pipeline/{pipeline_id}/ : Delete a Pipeline

Role

  • POST https://api.close.com/api/v1/role/ : Create a New Role
  • DELETE https://api.close.com/api/v1/role/{role_id}/ : Delete a Role

Saved Search

  • POST https://api.close.com/api/v1/saved_search/ : Create a Contact Smart View
  • DELETE https://api.close.com/api/v1/saved_search/{id}/ : Delete a Smart View

Scheduling Link

  • POST https://api.close.com/api/v1/scheduling_link/ : Create a User Scheduling Link
  • POST https://api.close.com/api/v1/scheduling_link/integration/ : Create or Update a User Scheduling Link via OAuth Integration
  • DELETE https://api.close.com/api/v1/scheduling_link/integration/{source_id}/ : Delete User Scheduling Link by Source ID via OAuth
  • DELETE https://api.close.com/api/v1/scheduling_link/{id}/ : Delete a User Scheduling Link

Send As

  • DELETE https://api.close.com/api/v1/send_as/ : Delete a Send As Association by Allowed User
  • POST https://api.close.com/api/v1/send_as/bulk/ : Edit Send As Associations in Bulk
  • DELETE https://api.close.com/api/v1/send_as/{id}/ : Delete a Send As Association by ID

Sequence

  • POST https://api.close.com/api/v1/sequence/ : Create a Sequence
  • DELETE https://api.close.com/api/v1/sequence/{id}/ : Delete a Sequence

Shared Scheduling Link

  • POST https://api.close.com/api/v1/shared_scheduling_link/ : Create a Shared Scheduling Link
  • DELETE https://api.close.com/api/v1/shared_scheduling_link/{id}/ : Delete a Shared Scheduling Link

SMS Template

  • POST https://api.close.com/api/v1/sms_template/ : Create an SMS Template
  • DELETE https://api.close.com/api/v1/sms_template/{id}/ : Delete an SMS Template

Status

  • POST https://api.close.com/api/v1/status/lead/ : Create a New Status for Leads
  • DELETE https://api.close.com/api/v1/status/lead/{status_id}/ : Delete a Lead Status
  • POST https://api.close.com/api/v1/status/opportunity/ : Create Opportunity Status
  • DELETE https://api.close.com/api/v1/status/opportunity/{status_id}/ : Delete an Opportunity Status

Task

  • PUT https://api.close.com/api/v1/task/ : Bulk Update Tasks
  • DELETE https://api.close.com/api/v1/task/{id}/ : Delete a Task

Webhook

  • POST https://api.close.com/api/v1/webhook/ : Create new Webhook subscription
  • DELETE https://api.close.com/api/v1/webhook/{id}/ : Delete Webhook Subscription

‍

Close API FAQs

How do I authenticate with the Close API?

  • Answer: The Close API supports two authentication methods:some text
    • API Key: Suitable for scripts and internal integrations. Generate an API key in your Close account settings and include it in the Authorization header of your HTTP requests, formatted as Basic {Base64EncodedAPIKey:}.
    • OAuth 2.0: Recommended for public applications. Register your application in the Close Developer settings to obtain a client ID and secret. Follow the OAuth 2.0 flow to obtain an access token, which should be included in the Authorization header as Bearer {AccessToken}.
  • Source: Authentication with API keys - Close API Documentation

What are the rate limits for the Close API?

  • Answer: Close enforces rate limits to ensure fair usage. The default limit is 60 requests per minute per organization. Exceeding this limit will result in a 429 Too Many Requests response. It's advisable to implement exponential backoff in your application to handle rate limiting gracefully.
  • Source: Rate Limits - Close API Documentation

Can I retrieve lead information using the Close API?

  • Answer: Yes, you can retrieve lead information by making a GET request to the /lead/ endpoint. This will return a list of leads and their details. You can also filter leads using query parameters to narrow down the results.
  • Source: Leads - Close API Documentation

Does the Close API support webhooks for real-time data updates?

  • Answer: Yes, Close supports webhooks, allowing you to receive real-time notifications for specific events, such as when a lead is updated or a new opportunity is created. You can configure webhook subscriptions to specify which events you want to receive notifications for.
  • Source: Webhooks - Close API Documentation

Are there official API clients or SDKs for the Close API?

  • Answer: Yes, Close provides official API clients for various programming languages to facilitate integration:some text
    • Python: An officially maintained wrapper for Python developers.
    • Node.js: An officially maintained wrapper for Node.js developers.
    • Ruby, PHP, C#, Elixir, Go: Community-contributed clients are available for these languages.
  • Source: API Clients - Close API Documentation

Get Started with Close API Integration

Knit API offers a convenient solution for quick and seamless integration with Close API. Our AI-powered integration platform allows you to build any Close API Integration use case. By integrating with Knit just once, you can integrate with multiple other CRM, Accounting, HRIS, ATS, and other systems in one go with a unified approach. Knit handles all the authentication, authorization, and ongoing integration maintenance. This approach saves time and ensures a smooth and reliable connection to Close API.

To sign up for free, click here. To check the pricing, see our pricing page.

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