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 Data Connector.
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.
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.
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 Managing User Accounts for Connectors.
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 |
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|
Report |
Select the Close.io report you want to run. The following reports are available:
|
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| Organization ID | Select the organization ID. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| User ID | Select the user ID. |
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 Data Connector.
FAQs
What version of the Close.io API does this Connector use?
This connector uses version 1 of the Close.io API (https://app.close.io/api/v1).
Which endpoint(s) does each report call in this Connector?
| 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 |
| 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/{id} |
| 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/{orgId}/ /report/sent_emails/{orgId} |
| Reporting Sent Emails | /report/urlPath/sent_email_stats/{orgId}/ |
| Smart Views | /saved_search/ |
| Tasks | /task/ |
| Users | /user/{id} |
| Users Self Email Accounts | /user/email_accounts/{userid}/ |
| Users Self Email Signatures | /user/email_signatures/{userid} |
| Users Self Memberships | /user/memberships/memberships_permissions_granted/{userid}/ |
| Users Self Organizations | /user/organizations/{userid}/ |
| Users Self Sip Numbers | /user/sip_numbers/{userid} |
What kind of credentials do I need to power up this Connector?
You need your Close.io API key.
How often can the data be updated?
As often as needed.
Are there any API limits I should be aware of?
No
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.
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