Close

Close is an all-in-one high-performance CRM for growing sales teams and turning more leads into revenue.

Data integration: Skyvia supports importing data to and from Close, exporting Close data to CSV files, replicating Close data to relational databases and synchronizing Close data with other cloud apps and relational databases.

Backup: Skyvia Backup does not support Close backup.

Query: Skyvia Query supports Close.

Close-Specific Features and Limitations

Skyvia has the following limitations for Close:

  • In the Data Integration product, Close connections are supported only for packages, which use a new data integration runtime.

    Make sure that the Use new runtime checkbox is selected on the tab bar if you want to use Close in your package.

  • Skyvia supports the following DML operations for Close objects:

    INSERT, UPDATE, DELETE: ActivityCustomFields, ActivityEmails, ActivityNotes, ActivitySMS, Contacts, ContactCustomFields, CustomActivityInstances, CustomActivityTypes, EmailSequences, EmailTemplates,Groups, IntegrationLinks, LeadCustomFields, Leads, LeadStatuses, Opportunities, OpportunityCustomFields, OpportunityStatuses, Pipelines, Roles, SharedCustomFields, SmartViews, Tasks.

    INSERT, UPDATE: SequenceSubscriptions.

    INSERT, DELETE: ActivityCalls.

    INSERT: BulkDelete, BulkEdit, BulkEmails, BulkSequenceSubscriptions, Export, SendAs.

    DELETE: ActivityEmailThreads, ActivityMeetings, ActivityTaskCompleted.

    UPDATE: PhoneNumbers.

  • Skyvia supports Replication with Incremental Updates for all Close objects except: ConnectedAccounts, Groups, LeadStatuses, OpportunityAggregateValues, OpportunityStatuses, Pipelines, ReportActivityMetrics, SendAs, SequenceSchedules.

  • Skyvia supports Synchronization for such Close objects as ActivityCustomFields, ActivityEmails, ActivityNotes, ActivitySMS, ContactCustomFields, Contacts,CustomActivityInstances, CustomActivityTypes, EmailSequences, EmailTemplates, IntegrationLinks, LeadCustomFields, Leads, Opportunities, OpportunityCustomFields, Pipelines, Roles, SequenceSubscriptions, SharedCustomFields, SmartViews, Tasks.

  • Groups object and its peculiarities. To add/remove users from a group, you can use the following stored procedures:

    call AddUserToGroup (:group_id, :user_id)
    
    call DeleteUserFromGroup (:group_id, :user_id)
    

Custom Fields

Custom fields can be added to objects. Information on custom fields of a particular object (their Ids, names, types) is stored in the CustomFields object.

In other words, such objects as LeadCustomFields, ContactCustomFields, OpportunityCustomFields, etc., store information about custom fields, and the custom columns themselves and their values are displayed in the corresponding objects like Leads, Contacts, Opportunities. Please note that custom columns display custom fields and their values as a json array.

Close Connections

To create a connection to Close, you simply need to specify your API Key. To start creating a connection, follow the below steps:

  1. Click +NEW in the top menu.
  2. Click Connection in the menu on the left to open the Select Connector page.
  3. In the opened pane, click Close.
  4. In the Connection Editor page, specify a connection name that will be used to identify the connection.
  5. Enter an API Key copied from the Close app.
  6. Use the Test Connection button to make sure that the connection is successful and then click Create Connection.

    Connection Editor window

Read more on how to create and manage API Keys in the Close documentation.

Supported Actions and Actions Specifics

Close connector supports the following actions: