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Available Close CRM APIs

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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