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Full detail: Where this data comes from
Close is an inside-sales CRM with calling, email, SMS, and WhatsApp built in. The Close API exposes leads, contacts, opportunities, tasks, activities (calls, emails, SMS, meetings, notes), pipelines, custom objects, sequences, smart views, scheduling, phone numbers, reporting, and webhooks for sales automation.
APIs.json: https://raw.githubusercontent.com/api-evangelist/close/refs/heads/main/apis.yml
- CRM
- Sales Engagement
- Inside Sales
- Calling
- SMS
- SaaS
- Created: 2026-05-08
- Modified: 2026-05-19
Manage leads — Close's central CRM object representing a company / account. Includes contacts, opportunities, custom fields, addresses, and status.
- Leads
- Companies
- Documentation
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Manage individual contacts (people) within a lead, including emails, phones, custom fields, and titles.
- Contacts
- People
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Manage opportunities (deals) attached to leads, with pipeline stage, value, status, and custom fields.
- Opportunities
- Pipeline
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Manage tasks assigned to users with due dates, supporting bulk updates and snooze actions.
- Tasks
- Action Items
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Read and create activities — notes, calls, emails, SMS, WhatsApp, meetings, and custom activity types — that build a lead's timeline.
- Activities
- Timeline
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Log inbound and outbound calls with duration, direction, recording URLs, transcripts, and disposition outcomes.
- Calls
- Voice
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Send and log emails with templates, attachments, and tracking against contacts and leads.
- Emails
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Send and log SMS and WhatsApp messages, with conversation threading against contacts.
- SMS
- Texting
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Log meeting activities synced from connected Zoom / Microsoft / Calendly accounts, with outcomes and notes.
- Meetings
- Calendar
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Manage opportunity pipelines and the configurable lead and opportunity statuses driving funnel progression.
- Pipelines
- Statuses
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Define and read custom field schemas across leads, contacts, opportunities, activities, and custom objects.
- Custom Fields
- Metadata
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Define user-defined object types with custom fields for tenant- specific data models.
- Custom Objects
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Manage email and SMS templates with variable substitution and rendering for outbound messaging.
- Templates
- SMS
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Manage automated multi-step sequences (cadences) and subscriber enrollment with stop conditions.
- Sequences
- Automation
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Submit bulk email send / edit / delete / sequence-subscribe jobs that execute as background tasks.
- Bulk
- Background Jobs
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Manage saved search queries (Smart Views) with structured filter grammar across leads, contacts, and opportunities.
- Smart Views
- Saved Searches
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Export leads, opportunities, and activities to CSV asynchronously for downstream analytics.
- Exports
- Reporting
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Generate activity reports, funnel analysis, and status-change tracking across the team.
- Reporting
- Analytics
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Rent and manage Close-provided phone numbers for inbound and outbound calling and SMS.
- Phone Numbers
- Telephony
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Manage user and shared scheduling links that customers use to book meetings into rep calendars.
- Scheduling
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Manage connected email, Zoom, Microsoft, and Calendly accounts backing the Close calling, email, and meeting integrations.
- Connected Accounts
- Integrations
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Manage users (sales reps, managers) and their availability, membership in organizations, and roles.
- Users
- Memberships
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Manage organizations (Close workspaces) including settings, memberships, and inboxes.
- Organizations
- Workspaces
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Manage roles and permission sets that govern access to leads, activities, and admin functions (Scale plan only).
- Roles
- Permissions
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Manage user groups for assignment, reporting, and permission scoping.
- Groups
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Query the 30-day historical event log of all changes across leads, contacts, opportunities, and activities.
- Event Log
- Audit
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
Subscribe to Close events with advanced filtering on event type and object attributes; deliveries include HMAC signatures.
- Webhooks
- Events
- API Reference
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
OAuth 2.0 authorization for third-party applications building against Close, plus app registration in the Close Marketplace.
- OAuth
- Apps
- Documentation
- OpenAPI — OpenAPI Specification
- Postman Collection — Postman Collection 2.1
- Open Collection — Open Collection 1.0
- Website
- Documentation
- API Reference
- Pricing
- Login
- Status Page
- Blog
- Support
- GitHub Organization
- Privacy Policy
- Terms of Service
- Authentication
- Rate Limits
- Webhooks
- Plans
- Rate Limits
- Fin Ops
- Features
- Integrations
- L L Ms Txt
FN: Kin Lane Email: kin@apievangelist.com