Close.com

Close.com is a CRM built for sales teams, combining lead management, calling, emailing, and pipeline tracking in one place. Connecting it to Coupler.io lets you pull your sales data into any destination for reporting, analysis, or automation — without manual exports.

Why connect Close.com to Coupler.io?

• Sync leads, contacts, opportunities, and all activity types (calls, emails, SMS, meetings) into Google Sheets, BigQuery, Excel, or AI tools like ChatGPT or Looker Studio

• Combine Close.com data with other sources using Join or Append transformations — for example, join opportunities with contacts to build a full sales pipeline view

• Keep your reports automatically up to date on a schedule without touching Close.com

• Use Aggregate transformations to roll up activity counts, pipeline values, or deal stage distributions

Prerequisites

• A Close.com account with API access (available on all paid plans)

• Your Close.com API key (find it under Settings → API Keys in Close.com)

• A Coupler.io account

Quick start

If you want a pipeline report, start with the Leads, Opportunities, and Contacts entities — these three together give you the most complete view of your sales funnel.

How to connect

1

Create a new data flow in Coupler.io. From your Coupler.io dashboard, click Add data flow and search for Close.com as your source.

2

Enter your Close.com API key. In Close.com, go to Settings → API Keys, generate a new key if you don't have one, and paste it into Coupler.io. Click Connect.

3

Select the entity you want to sync. Choose from entities like Leads, Contacts, Opportunities, Call activities, and more. Each entity becomes a separate source within your data flow.

4

Set a start date (optional). Use the date picker to limit data to a specific time range, or leave it blank to pull all available data.

5

Choose your destination. Select where you want the data to land — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like ChatGPT, Claude, or Gemini.

6

Run the data flow. Click Run to execute your first manual sync and confirm data is coming through correctly.

Available entities

Entity	What it contains
Leads	Company or person records at the top of your funnel
Contacts	Individual people linked to leads
Opportunities	Deals with value, status, and pipeline stage
Call activities	Logged calls with duration and outcome
Email activities	Sent and received emails
SMS activities	Text message activity
Meeting activities	Scheduled and completed meetings
Note activities	Manual notes added to leads
Events	All activity events across the account
Pipelines	Pipeline definitions and stages
Lead statuses	Status labels for leads
Opportunity statuses	Status labels for opportunities
Users	Team members in your Close.com account
Roles	User permission roles
Lead tasks	Open tasks linked to leads
Missed call tasks	Tasks generated from missed calls
Voicemail tasks	Tasks generated from voicemails
Email sequences	Automated email sequence definitions
Email templates	Saved email templates
Smart views	Saved filtered views of leads
Custom activities	Custom activity type records
Lead custom fields	Custom field definitions for leads
Contact custom fields	Custom field definitions for contacts
Opportunity custom fields	Custom field definitions for opportunities
Activity custom fields	Custom field definitions for activities
Integration links	Third-party integration references
Dialers	Power dialer session data
Send as	Email send-as account configurations
Google connected accounts	Linked Google accounts
Zoom connected accounts	Linked Zoom accounts
Custom email connected accounts	Custom SMTP/IMAP email accounts
Email bulk actions	Bulk email action records
Sequence subscription bulk actions	Bulk sequence enrollment actions
Delete bulk actions	Bulk delete action records
Edit bulk actions	Bulk edit action records
Created activities	Activity creation events
Email thread activities	Email conversation threads
Lead status change activities	Log of lead status changes
Opportunity status change activities	Log of opportunity status changes
Task completed activities	Log of completed tasks
Incoming email tasks	Tasks from inbound emails
Email followup tasks	Follow-up email reminders
Answered detached call tasks	Tasks from answered calls without a lead
Incoming SMS tasks	Tasks from inbound SMS
Opportunity due tasks	Tasks triggered by opportunity due dates

Close.com data overview

Close.com exposes a wide range of CRM data through Coupler.io, covering your full sales workflow — from lead capture and contact management through pipeline tracking, communication activity, and task management.

Entity reference

Entity group	Entities
Core CRM	Leads, Contacts, Opportunities
Activities	Call, Email, SMS, Meeting, Note, Email thread, Created, Lead status change, Opportunity status change, Task completed, Custom activities
Tasks	Lead tasks, Incoming email, Email followup, Missed call, Voicemail, Answered detached call, Opportunity due, Incoming SMS
Configuration	Pipelines, Lead statuses, Opportunity statuses, Email templates, Email sequences, Smart views, Roles, Users, Send as, Dialers
Custom fields	Lead, Contact, Opportunity, Activity custom fields
Integrations	Google connected accounts, Zoom connected accounts, Custom email connected accounts, Integration links
Bulk actions	Email, Sequence subscription, Delete, Edit bulk actions

Key fields by entity

Leads

Field	Description
id	Unique lead identifier
name	Lead/company name
status_label	Current lead status (e.g., Potential, Qualified)
status_id	ID of the lead status
assigned_to	User ID of the assigned rep
date_created	When the lead was created
date_updated	When the lead was last updated
url	Website URL
addresses	Physical address data
custom fields	Any custom fields defined for leads

Contacts

Field	Description
id	Unique contact identifier
lead_id	The lead this contact belongs to
name	Contact full name
title	Job title
emails	Email addresses
phones	Phone numbers
date_created	When the contact was created

Opportunities

Field	Description
id	Unique opportunity identifier
lead_id	Associated lead
status_label	Current opportunity status
status_type	Won, Lost, or Active
value	Deal value (in cents)
value_currency	Currency code
pipeline_id	Pipeline this opportunity belongs to
close_date	Expected or actual close date
user_id	Assigned rep
date_created	When the opportunity was created

Call activities

Field	Description
id	Unique call activity ID
lead_id	Associated lead
user_id	Rep who made or received the call
direction	Inbound or outbound
duration	Call duration in seconds
status	Completed, missed, voicemail, etc.
date_created	When the call was logged
recording_url	Link to call recording (if available)

Email activities

Field	Description
id	Unique email activity ID
lead_id	Associated lead
direction	Inbound or outbound
subject	Email subject line
sender	Sender email address
status	Sent, received, draft
date_created	When the email was logged

Pipelines

Field	Description
id	Unique pipeline ID
name	Pipeline name
statuses	List of stages/statuses in the pipeline

Common field combinations

• Pipeline performance: Join Opportunities with Pipelines on pipeline_id to see deal values broken down by pipeline and stage

• Rep activity report: Join Call activities and Email activities with Users on user_id to compare outreach volume per rep

• Lead funnel: Join Leads with Lead status change activities to track how leads move through statuses over time

• Contact-to-deal mapping: Join Contacts with Opportunities via lead_id to connect individual people to active deals

• Task follow-through: Append all task entity types (lead tasks, missed call tasks, voicemail tasks, etc.) using the Append transformation to get a unified task list

Use cases by role

Sales managers

• Pull Opportunities into Google Sheets or Looker Studio to build a live pipeline dashboard with deal values, close dates, and stages

• Use Call activities and Email activities to track rep outreach volume and compare activity levels across the team

• Monitor Lead status change activities to identify where leads are stalling in your funnel

• Join Leads with Users to see which rep owns each lead and how long leads have been in each status

Sales reps

• Export your Lead tasks and Missed call tasks to a spreadsheet to prioritize follow-ups outside Close.com

• Use Note activities to review call notes and prep for follow-up conversations

• Track your own Opportunity win rates by filtering on your user_id and grouping by status_type

Revenue ops

• Aggregate Opportunities by pipeline_id and status_type to calculate conversion rates at each stage

• Join Email sequences with Email activities to measure sequence engagement

• Sync Custom fields entities to document your field schema and audit data quality across leads, contacts, and opportunities

• Use the Events entity for a full audit trail of account activity

Marketing teams

• Pull Leads with date_created and status_label to measure lead quality and conversion from marketing campaigns

• Join Contacts with Leads to build enriched contact lists for re-engagement

• Export Email templates and Email sequences to audit messaging consistency across the team

Platform-specific notes

• Opportunity value is stored in cents — divide by 100 to get the currency value in your reports

• The Events entity captures all activity across the account and can be very large; use a start date to limit the volume

• Custom field values appear on their parent entities (Leads, Contacts, Opportunities) — pull the corresponding custom field definitions entity to get human-readable field names

• Close.com user IDs appear on most entities as user_id or assigned_to — join with the Users entity to resolve these to names

• The Smart views entity exports view definitions, not the leads inside those views — use the Leads entity with filtering for that

Close.com common issues

Connection issues

My API key is rejected when connecting

Double-check that you copied the full API key from Close.com without any leading or trailing spaces. In Close.com, go to Settings → API Keys and generate a new key if needed. Also confirm that your Close.com plan includes API access — the API is available on paid plans only.

The data flow fails immediately after connecting

This often happens if the API key belongs to a user with limited permissions. Try using an API key generated by an admin user. Also check whether your Close.com organization has API rate limits that might be cutting off the initial request.

Missing data

Some leads or opportunities are missing from my sync

If you set a start date, only records created or updated after that date will sync. Use the date picker to adjust the range, or clear the start date entirely to pull all available data. Also check whether the missing records belong to a different Close.com organization — each API key is scoped to one org.

Custom field values are blank on lead or contact records

Custom field values are included in the Leads, Contacts, or Opportunities entity output, but the column names use the internal field ID rather than the display name. Pull the corresponding custom fields entity (e.g., Lead custom fields) to get a mapping between field IDs and their labels, then use a Join transformation to resolve the names.

The Events entity returns no data

The Events entity can return a very large dataset. If you didn't set a start date, the sync may be timing out before it completes. Use the date picker to set a recent start date and reduce the volume of records being pulled.

Permission errors

I'm getting a 403 or "unauthorized" error on certain entities

Some entities — particularly bulk action logs and admin-level configuration entities — may require admin-level API access. If your API key belongs to a standard user, try regenerating the key as an admin user in Close.com under Settings → API Keys.

Data discrepancies

Opportunity values in Coupler.io don't match what I see in Close.com

Close.com stores opportunity values in cents (e.g., $1,500 = 150000). Divide the value field by 100 in your destination to get the correct currency amount. You can do this directly in a Google Sheets formula or as a calculated field in Looker Studio.

User names are showing as IDs instead of names

Most activity and lead entities store the rep reference as a user_id. Add the Users entity as a second source in your data flow and use the Join transformation to match user_id to the user's name and email.

Rate limits

My sync is slow or stops partway through large entities

Close.com's API enforces rate limits, especially for large orgs with many leads or events. If you're syncing a high-volume entity like Events or Call activities, set a start date to limit the data range per run. For very large historical pulls, consider syncing in chunks by adjusting the start date across multiple data flows.

Close.com FAQ

Which Close.com plan do I need to use the API?

API access is available on Close.com paid plans. Free trials may have limited or no API access. Check your plan details in Close.com under Settings → API Keys — if you can generate a key, you have API access.

Where do I find my Close.com API key?

In Close.com, click your profile icon, go to Settings → API Keys, and generate a new key. Copy it immediately — Close.com won't show the full key again after you leave that page.

Can I connect multiple Close.com organizations to Coupler.io?

Yes. Each API key is scoped to one Close.com organization. If you manage multiple orgs, create a separate data flow for each one using the corresponding org's API key. You can then use the Append transformation to combine data from multiple orgs into a single destination.

How do I get rep names instead of user IDs in my reports?

Add the Users entity as an additional source in your data flow, then use the Join transformation to match the user_id (or assigned_to) field on your activity or lead entity with the id field on Users. This will resolve IDs to names and email addresses.

Can I pull data from a specific date range only?

Yes. When configuring your source in Coupler.io, use the date picker in the Start date field to set the earliest date for data retrieval. Leave it blank to pull all available historical data.

Why does the Events entity take so long to sync?

The Events entity logs every action across your Close.com account and can be extremely large for active teams. Set a start date to limit the volume, and consider routing this entity to BigQuery rather than Google Sheets for better performance.

Can I use Close.com data with AI tools?

Yes. Coupler.io supports AI destinations including ChatGPT, Claude, Gemini, Perplexity, Cursor, and OpenClaw. You can route your leads, opportunities, or call activity data directly to these tools for analysis, summarization, or forecasting.

What's the best way to build a pipeline report?

Start with the Opportunities entity and join it with Pipelines (on pipeline_id) and Users (on user_id). Use Coupler.io's Aggregate transformation to group by pipeline stage and sum the value field (remember to divide by 100). Send the result to Looker Studio or Google Sheets for visualization.

Why are my custom field columns showing IDs instead of field names?

Close.com uses internal IDs for custom field column headers. Pull the matching custom fields definition entity (e.g., Lead custom fields) and join it to your main entity on the field ID to get human-readable names. See the Data Overview for more detail.

For a full list of available fields per entity, see the Data Overview. For help with sync errors or missing records, visit Common Issues.