Linking Close as a source
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Contents
The Close connector syncs your sales CRM data – leads, contacts, opportunities, activities, tasks, users, statuses, pipelines, and email templates – into PostHog.
To link Close:
Go to the sources tab of the data pipeline section in PostHog.
Click + New source and then click Link next to Close.
Next, you need an API key from Close. In your Close dashboard, go to Settings → Developer → API Keys. Create a new key – we recommend using a read-only key for this integration. Copy the key value.
Back in PostHog, paste the API key in the
API keyfield and click Next.On the next page, set up the schemas you want to sync and modify the method and frequency as needed. Once done, click Import.
Once the syncs are complete, you can start using Close data in PostHog.
Available tables
| Table | Description | Sync method |
|---|---|---|
leads | Sales leads in your Close account | Full refresh |
contacts | Contacts associated with leads | Full refresh |
opportunities | Sales opportunities (deals) | Incremental |
activities | Activities like calls, emails, and meetings | Incremental |
tasks | Tasks assigned to users | Incremental |
users | Users in your Close organization | Full refresh |
lead_statuses | Available lead status options | Full refresh |
opportunity_statuses | Available opportunity status options | Full refresh |
pipelines | Sales pipelines | Full refresh |
email_templates | Email templates | Full refresh |
Incremental tables sync only new or updated records on each run. Full refresh tables reload all data on each sync.
Configuration
| Option | Type | Required |
|---|---|---|
API key | password | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
Leads | A lead — a company or person being sold to, the central CRM record in Close. | Incremental, Full refresh | date_created, date_updated | — |
Contacts | A contact — a person associated with a lead, with their emails and phone numbers. | Incremental, Full refresh | date_created, date_updated | — |
Opportunities | An opportunity — a potential sale tied to a lead, with value and pipeline status. | Incremental, Full refresh | date_created, date_updated | — |
Activities | An activity logged against a lead — a call, email, note, meeting, or status change. | Incremental, Full refresh | date_created | — |
Tasks | A task — a to-do item assigned to a user, usually tied to a lead. | Incremental, Full refresh | date_created, date_updated | — |
Users | A user (member) of the Close organization. | Full refresh | — | — |
LeadStatuses | A configured status that a lead can be in within the organization. | Full refresh | — | — |
OpportunityStatuses | A configured status that an opportunity can be in within a pipeline. | Full refresh | — | — |
Pipelines | A sales pipeline — an ordered set of opportunity statuses in the organization. | Full refresh | — | — |
EmailTemplates | A reusable email template used when sending emails from Close. | Full refresh | — | — |
Events | An event log entry — one change to a Close object, with the fields that changed and their previous values. Close keeps about 30 days of history. | Incremental, Full refresh | date_updated | — |
Outcomes | A call or meeting outcome — the standardized result a rep picks when logging one. | Full refresh | — | — |
Organizations | The Close organization — the environment a team works in, with its memberships. | Full refresh | — | — |
LeadCustomFields | A lead custom field definition. Resolves the opaque custom.cf_* keys carried on the Leads rows. | Full refresh | — | — |
ContactCustomFields | A contact custom field definition. Resolves the opaque custom.cf_* keys carried on the Contacts rows. | Full refresh | — | — |
OpportunityCustomFields | A opportunity custom field definition. Resolves the opaque custom.cf_* keys carried on the Opportunities rows. | Full refresh | — | — |
ActivityCustomFields | A activity custom field definition. Resolves the opaque custom.cf_* keys carried on the Activities rows. | Full refresh | — | — |
SharedCustomFields | A custom field definition usable on more than one object type. Resolves the custom.cf_* keys on the objects it is associated with. | Full refresh | — | — |