CL
Close
Lets an agent work with your Close sales CRM - find and update leads and contacts, manage opportunities (deals), log email/call/note activities, and create or list tasks.
What it can do
| Method | What it does |
|---|---|
close_leads_search | Search leads by name, email, phone, company, or status. |
close_lead_get | Get one lead by ID. |
close_lead_create | Create a new lead. |
close_lead_update | Update an existing lead. |
close_contact_get | Get one contact by ID. |
close_contact_create | Create a new contact under a lead. |
close_contact_update | Update an existing contact. |
close_opportunities_search | Search opportunities by lead and/or status. |
close_opportunity_get | Get one opportunity by ID. |
close_opportunity_create | Create a new opportunity (deal) on a lead. |
close_opportunity_update | Update an existing opportunity. |
close_activity_email_create | Log an email activity on a lead. |
close_activity_call_create | Log a call activity on a lead. |
close_activity_note_create | Log a note activity on a lead. |
close_task_create | Create a new task on a lead. |
close_task_update | Update an existing task. |
close_tasks_list | List tasks, filtered by lead and/or status. |
How to get credentials
- Open app.close.com/settings/api/.
- Go to Settings -> API Keys.
- Click New API Key and give it a name (e.g. FlyMyAI Agent).
- Copy the generated key - you will not be able to see it again later.
The key authenticates over HTTP Basic auth with a blank password, so the whole key is the only credential you need.
Fields to fill in FlyMyAI
| FlyMyAI field | Where it comes from |
|---|---|
CLOSE_API_KEY | Close -> Settings -> API Keys -> New API Key |
We love our partners - FlyMy.AI builds with the best. Thanks, Close!