# 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

{% tabs %}
{% tab title="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
  {% endtab %}

{% tab title="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`
  {% endtab %}

{% tab title="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
  {% endtab %}

{% tab title="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
  {% endtab %}
  {% endtabs %}

## 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