CRM
Close
API integration
Ship CRM features without building the integration. Full Close API access via Proxy, normalized data through Unified APIs — extend models and mappings to fit your product.
Talk to usUse Cases
Why integrate with Close
Common scenarios for SaaS companies building Close integrations for their customers.
Push enriched prospect data directly into Close
Lead generation and intent data platforms can let their users export targeted prospect lists into Close as fully enriched Accounts and Contacts, complete with phone numbers, job titles, and social URLs — eliminating manual data entry for high-velocity sales teams.
Inject AI meeting summaries into the Close timeline
Conversation intelligence and AI notetaker apps can search for a prospect in Close and automatically append transcription summaries, action items, and recording links as Notes or Engagements, giving reps full context without leaving their CRM.
Trigger sales tasks from product usage signals
PLG analytics and revenue intelligence platforms can update Close custom fields like lead score in real time and create Tasks for account owners when a free-trial user hits a high-intent event, bridging the gap between product data and sales execution.
Advance deals automatically on external contract events
E-signature, CPQ, and proposal tools can move Close Opportunities to the correct pipeline stage — like Closed Won — the moment a buyer signs a document, keeping deal data accurate without requiring rep intervention.
Deduplicate records before syncing new leads
Any SaaS app pushing data into Close can first query for existing Accounts by email domain using search, preventing duplicate records that break SDR workflows and pipeline reporting.
What You Can Build
Ship these features with Truto + Close
Concrete product features your team can ship faster by leveraging Truto’s Close integration instead of building from scratch.
One-click prospect export to Close
Let users select target prospects in your app and push them as new Close Accounts and Contacts with all enrichment fields mapped automatically.
Automated deal stage progression
Move Close Opportunities through pipeline stages programmatically when external events occur, such as a signed contract or a successful payment.
Real-time lead scoring field sync
Write product usage signals, billing data, or intent scores to custom fields on Close Accounts so reps always see the latest context.
Timeline activity injection
Append meeting summaries, support tickets, survey responses, or billing events as Notes or Engagements on the Close Account timeline.
Smart task creation for sales reps
Automatically generate prioritized Tasks assigned to the correct Close user when your app detects a high-intent signal or workflow trigger.
Pre-sync duplicate detection
Query Close via unified search before creating records, ensuring your integration never pollutes a sales team's pipeline with duplicate Accounts or Contacts.
Unified APIs
Unified APIs for Close
Skip writing code for every integration. Use Truto’s category-specific Unified APIs out of the box or customize the mappings with AI.
Unified CRM API
Accounts
The accounts represent a company in a CRM.
Associations
Contacts
The contacts represent an existing point of contact at a company in a CRM.
Engagements
The engagements represent an interaction noted in a CRM.
Fields
The fields of entities in a CRM.
Notes
The notes represent a note on another object in a CRM.
Opportunities
The opportunities represent an opportunity in a CRM.
Pipelines
Stages
The stages represent a stage of an opportunity in a CRM.
Tasks
The tasks represent a task in a CRM.
Users
The users represent a user in a CRM.
Unified User Directory API
Unified Search API
Search
Search endpoint for all the apps.
How It Works
From zero to integrated
Go live with Close in under an hour. No boilerplate, no maintenance burden.
Link your customer’s Close account
Use Truto’s frontend SDK to connect your customer’s Close account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.
We handle authentication
Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.
Call our API, we call Close
Truto’s Proxy API is a 1-to-1 mapping of the Close API. You call us, we call Close, and pass the response back in the same cycle.
Unified response format
Every response follows a single format across all integrations. We translate Close’s pagination into unified cursor-based pagination. Data is always in the result attribute.
FAQs
Common questions about Close on Truto
Authentication, rate limits, data freshness, and everything else you need to know before you integrate.
How does Close's data model map to Truto's Unified CRM API?
Close uses 'Lead' as its company-level object and 'Contact' for individual people within a Lead. In Truto's Unified CRM API, a Close Lead maps to an Account and a Close Contact maps to a Contact. Opportunities, Notes, Tasks, and other objects map directly to their unified counterparts.
What authentication method does Close use?
Close supports OAuth 2.0 for third-party integrations as well as API key-based authentication. Truto handles the auth flow so your end users can connect their Close accounts without you managing tokens or key storage.
Are custom fields supported when reading or writing Close data?
Yes. The Unified CRM API includes a Fields resource that allows you to read and write custom field values on Close Accounts, Contacts, and Opportunities. This is commonly used to sync lead scores, product telemetry, or billing metrics.
Does Truto handle Close API rate limits and pagination?
Yes. Truto manages pagination and rate limit handling automatically, so you don't need to build retry logic or cursor management against Close's API yourself.
Which Unified APIs are available for Close?
Close is supported through Truto's Unified CRM API (Accounts, Contacts, Opportunities, Pipelines, Stages, Engagements, Notes, Tasks, Fields, Associations, Users), Unified User Directory API (Users, Roles), and Unified Search API (Search).
Can I create both an Account and its associated Contacts in a single workflow?
Yes. You can use the Unified CRM API to first create an Account (Close Lead), then create Contacts associated with that Account. The Associations resource lets you manage the relationship between these objects.
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Get Close integrated into your app
Our team understands what it takes to make a Close integration successful. A short, crisp 30 minute call with folks who understand the problem.
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