- Close CRM
- Connect Close CRM to Boost.space Integrator
- Modules
- Watch New Lead
- Watch Lead Status Changed
- Search Leads
- Get a Lead
- Create a Lead
- Update a Lead
- Delete a Lead
- Merge Two Leads
- Watch New Contact
- List Contacts
- Get a Contact
- Create a Contact
- Update a Contact
- Delete a Contact
- Watch New Opportunity
- Watch Opportunity Status Changed
- Search Opportunities
- Get an Opportunity
- Create an Opportunity
- Update an Opportunity
- Deletes an Opportunity
- Watch New Smart View
- List Smart Views
- Get a Smart View
- Create a Smart View
- Update a Smart View
- Delete a Smart View
- Watch New Task
- Search Tasks
- Get a Task
- Create a Task
- Update a Task
- Delete a Task
- Watch New Call Activity
- List Call Activities
- Get a Call Activity
- Log a Call Activity
- Delete a Call Activity
- Watch New Email Activity
- List Email Activities
- Get an Email Activity
- Create an Email Activity
- Delete an Email Activity
- Watch New SMS Activity
- List SMS Activities
- Get an SMS Activity
- Create an SMS Activity
- Delete an SMS Activity
- Watch New Note Activity
- List Note Activities
- Get a Note Activity
- Create a Note Activity
- Update a Note Activity
- Delete a Note Activity
- Watch Email Sequence Created / Updated
- List Email Sequences
- Get an Email Sequence
- Create an Email Sequence
- Update an Email Sequence
- Subscribe a Contact to Email Sequence
- List Users
- Get a User
- Get a Random User
- Create a Custom Activity
- Update a Custom Activity
- Get a Custom Activity
- Delete a Custom Activity
- Watch New Export
- List Exports
- Get an Export
- Create an Export
- Get a Sent Email Report
- Get an Activity Report
- Get an opportunity Status Change Report
- Get a Lead Status Change Report
- Export an Activity Report to CSV
- Watch New Inbox Item
- Watch Meeting Status Changed
- Watch Membership Activated/Deactivated
- List Activities
- List Roles
- Update a Phone Number
- Make an API Call
| Active with remarks |
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| This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…).. |
The Close CRM modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. allows you to monitor, create, update, send, retrieve, and delete the leads, contacts, opportunities, tasks, smart views, call activities, SMS activities, note activities, email sequences, usersCan use the system on a limited basis based on the rights assigned by the admin., export activities, inbox itemsItems are rows in records (order/request/invoice/purchase...), update phone numbers, meeting statusIn Boost.space, statuses are indicators assigned to records within modules to represent their current state or progress. They can be system-defined, such as "Active" or "Done," or custom-created to fit specific workflows. Statuses help track and manage tasks, projects, and processes efficiently., and memberships in your Close CRM account.
To get started with Close CRM, create an account at close.com.
For the list of available endpoints, refer to the Close CRM API documentation.
To connect Close CRM app with Boost.space Integrator, you need to obtain the API Key from your Close CRM account and insert it in the Close CRM modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive..
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Log in to your Close CRM account.
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Click Settings > API Keys > Add a New API Key.
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Enter a name for the API key and click Save.
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Copy the API Key to your clipboard.
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Log in to your Boost.space Integrator account, add any Close CRM modules scenario, and click the Add button next to the Connection field.
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Optional: In the Connection name field, enter a name for the connection.
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In the API Key field, enter the API key copied in step 4, and click Save.
You have successfully established the connection. You can now edit Boost.space Integrator and add more Close CRM modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.
![[Note]](https://docs.boost.space/wp-content/themes/bsdocs/docs-parser/HTML/css/image/note.png) |
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You do not have to add the webhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. in the Close CRM, as it is automatically done for you once you add and save an instant triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. module to your scenario. |
TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. when a new lead is created.
Gets a userCan use the system on a limited basis based on the rights assigned by the admin. by ID.
Gets an opportunity status change report for your organization.
Triggers when a new inbox itemItems are rows in records (order/request/invoice/purchase...) is created.