Close

Inside Sales Software CRM with Calling & Emailing

Integrate the Close API with the PostgreSQL API

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

Create Lead with Close API on New Column from PostgreSQL API
PostgreSQL + Close
 
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Create Lead with Close API on New or Updated Row from PostgreSQL API
PostgreSQL + Close
 
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Create Lead with Close API on New Row Custom Query from PostgreSQL API
PostgreSQL + Close
 
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Create Lead with Close API on New Row from PostgreSQL API
PostgreSQL + Close
 
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Create Lead with Close API on New Table from PostgreSQL API
PostgreSQL + Close
 
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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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New Column from the PostgreSQL API

Emit new event when a new column is added to a table. See the documentation

 
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Create Lead with the Close API

Creates a lead, See the docs

 
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Delete Row(s) with the PostgreSQL API

Deletes a row or rows from a table. See the documentation

 
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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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Execute Custom Query with the PostgreSQL API

Executes a custom query you provide. See the documentation

 
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Find Row with the PostgreSQL API

Finds a row in a table via a lookup column. See the documentation

 
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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: ``,
      },
    })
  },
})

Overview of PostgreSQL

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Connect PostgreSQL

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import postgresql from "@pipedream/postgresql"

export default defineComponent({
  props: {
    postgresql,
  },
  async run({ steps, $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql

    const queryObj = {
      text: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    const { rows } = await this.postgresql.executeQuery(queryObj);
    return rows;
  },
})