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Intro

Close.io is an online web application designed to allow sales people easy management of leads with minimal manual management of data. Close.io integrates communications between leads and sales people such as emails and phone calls so that the system can record those communications, and update lead status. To learn more about the Close.io API, visit their page https://developer.close.com/. The Close.io Connector is a “Cloud App” Connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the Connector page for this and other Cloud App Connectors by clicking Cloud App in the toolbar at the top of the window. You connect to your Close.io account in the Data Center. This topic discusses the fields and menus that are specific to the Close.io Connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Connector.

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Prerequisites

To connect to your Close.io account and create a DataSet, you must have your Close.io API key. You can generate it in the Close.io Settings page.

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Connecting to Your Close.io Account

This section enumerates the options in the Credentials and Details panes in the Close.io Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

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Credentials Pane

This pane contains fields for entering credentials to connect to your Close.io account. The following table describes what is needed for each field:

Field

Description

API Key Enter your Close.io API key. You can generate it in the Close.io Settings page.
Once you have entered valid Close.io credentials, you can use the same account any time you go to create a new Close.io DataSet. You can manage Connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector Accounts.

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Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the Close.io report you want to run. The following reports are available:

Activities Call Returns a list of Call activities.
Activities Email Threads Returns a list of Email Thread activities.
Activities Emails Returns a list of Email activities.
Activities Lead Status Change Returns a list of Lead Status Change activities.
Activities Notes Returns a list of Note activities.
Activities Opportunity Status Change Returns a list of Opportunity Status Change activities
Bulk Actions Returns a list of Bulk emails.
Contacts Returns a list of Contacts
Contacts Emails Returns a list of Emails for contacts.
Contacts Phones Returns a list of Phone numbers for contacts.
Contacts Urls Returns a list of urls for Contacts.

Custom Activity Instances

Returns a list of Custom Activity Instances.
Email Templates Returns a list of Email Templates.
Exports Returns a list all the Exports.
Lead Statuses Returns a list of Lead Statuses for an organization
Leads Returns a list of Leads.
Leads Addresses Returns list of Addresses for leads.
Leads Contacts Returns the list of Contacts for leads.
Leads Opportunities Returns a list of Opportunities for leads.
Leads Tasks Returns the list of Tasks for leads.
Opportunities Returns a list of Opportunities.
Opportunity Statuses Returns a list Opportunity Statuses for an organization.
Organizations Returns Organization’s details, including its current members, lead and opportunity statuses, etc.
Organizations Inactive Memberships Returns a list of organization’s Inactive Members.
Organizations Invoices Returns the list of organization’s Invoices.
Organizations Lead Statuses Returns the list of organization’s Lead Statuses.
Organizations Memberships Returns a list of organization’s members.
Organizations Opportunity Statuses Returns a list of organization’s Opportunity Statuses.
Reporting Activity Returns an Activity Report for an organization.
Reporting Sent Emails Returns a report about Sent Emails for organization
Smart Views Returns a list Smart Views.
Tasks Returns a list of Tasks.
Users Returns a list Users.
Users Self Email Accounts Returns list of Self Email Accounts.
Users Self Email Signatures Returns list of Self Email Signatures.
Users Self Memberships Returns list of Self Memberships.
Users Self Organizations Returns list of Self Organizations.
Users Self Sip Numbers Returns list of Self Sip Numbers.
Organization ID Select the organization ID.
User ID Select the user ID.

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Other Panes

For information about the remaining sections of the Connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Connector.

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FAQs

This connector uses version 1 of the Close.io API (https://app.close.io/api/v1).
Report Name Endpoint URL
Activities Call /activity/call/
Activities Email Threads /activity/emailthread/
Activities Emails /activity/email/
Activities Lead Status Change /activity/status_change/lead/
Activities Notes /activity/note/
Activities Opportunity Status Change /activity/status_change/opportunity/
Bulk Actions /bulk_action/email/
Contacts /contact/
Contacts Emails /contact/emails
Contacts Phones /contact/phones
Contacts Urls /contact/urls

Custom Activity Instances

https://api.close.com/api/v1/activity/custom/
Email Templates /email_template/
Exports /export/
Lead Statuses /status/lead/
Leads /lead/
Leads Addresses /lead/addresses
Leads Contacts /lead/contacts
Leads Opportunities /lead/oportunities
Leads Tasks /lead/tasks
Opportunities /opportunity/
Opportunity Statuses /status/opportunity/
Organizations /organization/
Organizations Inactive Memberships /organization/inactive_memberships
Organizations Invoices /organization/invoices
Organizations Lead Statuses /organization/lead_statuses
Organizations Memberships /organization/memberships
Organizations Opportunity Statuses /organization/opportunity_statuses
Reporting Activity /report/activity// /report/sent_emails/
Reporting Sent Emails /report/urlPath/sent_email_stats//
Smart Views /saved_search/
Tasks /task/
Users /user/
Users Self Email Accounts /user/email_accounts//
Users Self Email Signatures /user/email_signatures/
Users Self Memberships /user/memberships/memberships_permissions_granted//
Users Self Organizations /user/organizations//
Users Self Sip Numbers /user/sip_numbers/
You need your Close.io API key.
As often as needed.
No

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Troubleshooting

  • Make sure your authentication remains valid.
  • Review the configuration to make sure that all required items have been selected.
  • Review the Connector history for error messages.
  • In rare cases, you may be requesting too much information and reaching API limitations or timeouts. If this is the case, you can review the history of the Connector run to see the error message and duration. If this is the case, you can reduce the number of accounts that are being pulled, choose a smaller number of metrics for the report that you are pulling, or reduce the timeframe that you are trying to pull.