When you configure an export, import, other type of flow step using the prebuilt Close CRM connector, you can select any of the API operations listed below, organized by API type.
Note
If your API endpoint isn’t listed here, switch the flow step to HTTP mode and configure the endpoint provided in the CartRover API documentation. You can also create a composite endpoint for this application in HTTP mode.
Resource |
API endpoint |
Export |
Import |
---|---|---|---|
Leads |
List leads |
X |
|
Retrieve lead |
X |
||
Create lead |
X |
||
Update lead |
X |
||
Delete lead |
X |
||
Contacts |
List contacts |
X |
|
Fetch contact |
X |
||
Create contact |
X |
||
Update contact |
X |
||
Delete contact |
X |
||
Call activity |
List call activities |
X |
|
Fetch call activity |
X |
||
Create call activity |
X |
||
Delete call activity |
X |
||
Email activity |
List email activities |
X |
|
Fetch email activity |
X |
||
Create call email |
X |
||
Delete email activity |
X |
||
Meeting activity |
List meeting activities |
X |
|
Fetch meeting activity |
X |
||
Note activity |
List note activities |
X |
|
Fetch note activity |
X |
||
Create note activity |
X |
||
Delete note activity |
X |
||
Opportunities |
List opportunities |
X |
|
Create opportunity |
X |
||
Update opportunity |
X |
||
Delete opportunity |
X |
||
Tasks |
List tasks |
X |
|
Create task |
X |
||
Delete task |
X |
||
Memberships |
Update membership |
X |
|
Users |
Fetch your information |
X |
|
Fetch user |
X |
||
List users |
X |
||
Fetch users availability |
X |
||
Organizations |
Get organization details |
X |
|
Roles |
List roles |
X |
|
Fetch role |
X |
||
Create role |
X |
||
Update role |
X |
||
Delete role |
X |
||
Lead statuses |
List lead statuses |
X |
|
Create lead status |
X |
||
Rename lead status |
X |
||
Delete lead status |
X |
||
Opportunity statuses |
List opportunity statuses |
X |
|
Create opportunity status |
X |
||
Rename opportunity status |
X |
||
Delete opportunity status |
X |
||
Pipelines |
List pipelines |
X |
|
Create pipeline |
X |
||
Update pipeline |
X |
||
Delete pipeline |
X |
||
Groups |
List groups |
X |
|
Fetch group |
X |
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