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.

Popular Ways to Connect Close with Data Stores#

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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Popular Close and Data Stores Triggers#

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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Popular Close and Data Stores Actions#

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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Append to record with the Data Stores API

Append to a record in your data store Pipedream Data Store. If the record does not exist, a new record will be created in an array format.

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Overview of Close#

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Connect Close#

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#

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Connect Data Stores#

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")
  },
})