Close

Inside Sales Software CRM with Calling & Emailing

Integrate the Close API with the Formatting API

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

[Data] Convert JSON to String with Formatting API on New Custom Event from Close API
Close + Formatting
 
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[Data] Convert JSON to String with Formatting API on New Lead from Close API
Close + Formatting
 
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[Data] Convert JSON to String with Formatting API on New Lead Status Change from Close API
Close + Formatting
 
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[Data] Convert JSON to String with Formatting API on New Opportunity from Close API
Close + Formatting
 
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[Data] Parse JSON with Formatting API on New Custom Event from Close API
Close + Formatting
 
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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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[Data] Convert JSON to String with the Formatting API

Convert an object to a JSON format string

 
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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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[Data] Parse JSON with the Formatting API

Parse a JSON string

 
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[Date/Time] Add/Subtract Time with the Formatting API

Add or subtract time from a given input

 
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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

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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: ``,
      },
    })
  },
})

Connect Formatting

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export default defineComponent({
  async run({ steps, $ }) {
    const text = ' Hello world! ';
    return text.trim()
  },
})