Close

Inside Sales Software CRM with Calling & Emailing

Integrate the Close API with the Data Stores API

Setup the Close API trigger to run a workflow which integrates with the Data Stores API. Pipedream's integration platform allows you to integrate Close and Data Stores remarkably fast. Free for developers.

Add or update a single record with Data Stores API on New Custom Event from Close API
Close + Data Stores
 
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Add or update a single record with Data Stores API on New Lead from Close API
Close + Data Stores
 
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Add or update a single record with Data Stores API on New Lead Status Change from Close API
Close + Data Stores
 
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Add or update a single record with Data Stores API on New Opportunity from Close API
Close + Data Stores
 
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Add or update multiple records with Data Stores API on New Custom Event from Close API
Close + Data Stores
 
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New Custom Event from the Close API

Emit new event when configured type of events triggered, See all possibilities

 
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New Lead from the Close API

Emit new event when a new Lead is created

 
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New Lead Status Change from the Close API

Emit new event when a Lead status is changed

 
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New Opportunity from the Close API

Emit new event when a new Opportunity is created

 
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Create Lead with the Close API

Creates a lead, See the docs

 
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Add or update a single record with the Data Stores API

Add or update a single record in your Pipedream Data Store.

 
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Custom Action with the Close API

Makes an aribitrary call to Close API, See for all options.

 
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Add or update multiple records with the Data Stores API

Add or update multiple records to your Pipedream Data Store.

 
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Check for existence of key with the Data Stores API

Check if a key exists in your Pipedream Data Store or create one if it doesn't exist.

 
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Overview of Close

With the Close API, you can build a number of applications and integrations
that can automate your sales process and make your life easier. Here are some
examples:

  • An integration that automatically updates your CRM with information from
    Close
  • A custom sales dashboard that displays your team's sales pipeline and
    performance
  • A lead capture form thatcollects information from potential customers and
    adds them to your Close account
  • An automated email campaign that sends follow-up emails to your customers
    after they purchase a product from you

Connect Close

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    close: {
      type: "app",
      app: "close",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.close.com/api/v1/me/`,
      auth: {
        username: `${this.close.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

Overview of Data Stores

With the Data Stores API, you can build applications that:

  • Store data for later retrieval
  • Retrieve data from a store
  • Update data in a store
  • Delete data from a store

Connect Data Stores

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export default defineComponent({
  props: {
    myDataStore: {
      type: "data_store",
    },
  },
  async run({ steps, $ }) {
    await this.myDataStore.set("key_here","Any serializable JSON as the value")
    return await this.myDataStore.get("key_here")
  },
})