Close
Sales CRM with built-in calling, email and SMS for inside sales teams.
- Category
- CRM & Sales
- Type
- CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key, OAuth 2.0
- Docs
- Close API docs
02Data
What you can sync.
- Leads
- Contacts
- Opportunities
- Activities
- Calls
- Emails
Join Close leads with billing, support and product usage to see each account in full.
Need more? Name any other Close data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
- OAuth 2.0 (client ID, client secret, refresh token)
Close uses an API key or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Close if you need help.
04How it works
How it works in DataMind.
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Pick Close.
Open Lake, pick Close in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Close API docs.
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Answer a few questions.
The AI reads the Close documentation, then asks which credentials you will use, which data to sync (for example leads and contacts), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Close data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
