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