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

Revenue ops

Marketing teams

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