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Close

The Close connector enables easy and secure data synchronization between your application and your customers’ Close accounts through unified data models.

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Authorization

The Close connector uses OAuth for secure authentication. When creating a connection, the required OAuth scopes are automatically configured based on your specific operations needs (e.g. genericContact::create, genericUser::list).

✓ Automatic token refresh handling
✓ Proactive insufficient permissions detection

View our step-by-step integration guideWhitelabel
Supported
You can choose to provide your own set of clientId and clientSecret for this connector from the Morph Cloud dashboard; allowing a fully whitelabled experience for your end-customers.
import { Morph } from "@runmorph/cloud";

const morph = Morph({ publicKey: "pk_demo_xxxxxxxxxxxxxxx", secretKey: "sk_demo_xxxxxxxxxxxxxxx"}); 

// create a new connection
const connection = morph.connections({ connectorId: "close", ownerId: "demo" });
await connection.create({ operations:[ "genericContact::list" ]});

// auhtorize the connection
const { auhtorizationUrl } = await connection.authorize();

// redirect the user to the auhtorizationUrl

Live Demo
Select a connector below to experience our seamless authentication flow and see how easy it is to connect third-party services.

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Models

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Generic

The Close connector seamlessly integrates with our unified genericContact model, enabling you to manage Contacts with rich data including firstName, lastName, phoneNumber, email and other key details

API Reference
GET/resources/genericContactList and Search Close Contacts
GET/resources/genericContact/:idRetrieve a Close Contact
POST/resources/genericContactCreate a Close Contact
PATCH/resources/genericContact/:idUpdate a Close Contact
DEL/resources/genericContact/:idDelete a Close Contact
Custom Fields
Supported
The Close connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Close Contact custom fields to the unified contact model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Contact model details

The Close connector seamlessly integrates with our unified genericCompany model, enabling you to manage Companies with rich data including name and other key details

API Reference
GET/resources/genericCompanyList and Search Close Companies
GET/resources/genericCompany/:idRetrieve a Close Company
POST/resources/genericCompanyCreate a Close Company
PATCH/resources/genericCompany/:idUpdate a Close Company
DEL/resources/genericCompany/:idDelete a Close Company
Custom Fields
Supported
The Close connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Close Company custom fields to the unified company model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Company model details

The Close connector seamlessly integrates with our unified genericUser model, enabling you to manage Users with rich data including firstName, lastName, email and other key details

API Reference
GET/resources/genericUserList and Search Close Users
GET/resources/genericUser/:idRetrieve a Close User
POST/resources/genericUserCreate a Close User
PATCH/resources/genericUser/:idUpdate a Close User
DEL/resources/genericUser/:idDelete a Close User
Custom Fields
Supported
The Close connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Close User custom fields to the unified user model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view User model details

The Close connector seamlessly integrates with our unified genericWorkspace model, enabling you to manage Workspaces with rich data including name and other key details

API Reference
GET/resources/genericWorkspaceList and Search Close Workspaces
GET/resources/genericWorkspace/:idRetrieve a Close Workspace
POST/resources/genericWorkspaceCreate a Close Workspace
PATCH/resources/genericWorkspace/:idUpdate a Close Workspace
DEL/resources/genericWorkspace/:idDelete a Close Workspace
Custom Fields
Supported
The Close connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Close Workspace custom fields to the unified workspace model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Workspace model details

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CRM

The Close connector seamlessly integrates with our unified crmOpportunity model, enabling you to manage Opportunities with rich data including name, amount, currency, pipeline, stage and other key details

API Reference
GET/resources/crmOpportunityList and Search Close Opportunities
GET/resources/crmOpportunity/:idRetrieve a Close Opportunity
POST/resources/crmOpportunityCreate a Close Opportunity
PATCH/resources/crmOpportunity/:idUpdate a Close Opportunity
DEL/resources/crmOpportunity/:idDelete a Close Opportunity
Custom Fields
Supported
The Close connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Close Opportunity custom fields to the unified opportunity model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Opportunity model details

The Close connector seamlessly integrates with our unified crmPipeline model, enabling you to manage Pipelines with rich data including name, stages and other key details

API Reference
GET/resources/crmPipelineList and Search Close Pipelines
GET/resources/crmPipeline/:idRetrieve a Close Pipeline
POST/resources/crmPipelineCreate a Close Pipeline
PATCH/resources/crmPipeline/:idUpdate a Close Pipeline
DEL/resources/crmPipeline/:idDelete a Close Pipeline

view Pipeline model details

The Close connector seamlessly integrates with our unified crmStage model, enabling you to manage Stages with rich data including pipeline, name, type and other key details

API Reference
GET/resources/crmStageList and Search Close Stages
GET/resources/crmStage/:idRetrieve a Close Stage
POST/resources/crmStageCreate a Close Stage
PATCH/resources/crmStage/:idUpdate a Close Stage
DEL/resources/crmStage/:idDelete a Close Stage

view Stage model details

The Close connector seamlessly integrates with our unified crmEngagement model, enabling you to manage Engagements with rich data including type, direction, status, title, description and other key details

API Reference
GET/resources/crmEngagementList and Search Close Engagements
GET/resources/crmEngagement/:idRetrieve a Close Engagement
POST/resources/crmEngagementCreate a Close Engagement
PATCH/resources/crmEngagement/:idUpdate a Close Engagement
DEL/resources/crmEngagement/:idDelete a Close Engagement
Custom Fields
Supported
The Close connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Close Engagement custom fields to the unified engagement model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Engagement model details

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Custom

Supported
Can’t find the unified model you need? The Close connector supports your own custom model.

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Webhooks

The Close connector supports real-time event subscriptions, allowing you to receive instant notifications when records are created, updated, or deleted. Below are the supported models and their corresponding triggers.
ModelsCreatedUpdatedDeletedAPI Reference
genericContactview event
genericCompanyview event
genericUserview event
genericWorkspaceview event
crmOpportunityview event
crmPipelineview event
crmStageview event
crmEngagementview event

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Proxy

Supported
The Close connector supports our Proxy Request feature, allowing you to directly call any endpoints from Close’s public API without needing to handle authentication. Your customer’s token will be automatically set and refreshed as needed, enabling quick implementation of custom connector behaviors. View API Reference.