Close setup guide

Agents look up customers and deals and keep your records tidy.

Ways to connect

Company admins connect apps, on the Integrations page in Everdeck: open Close, choose one of the ways below, follow its steps and fill in its fields. Everdeck checks what you enter before it saves anything, and asks you to confirm it’s you (your second factor) before you type any secret. How connecting works.

Close can be connected 2 ways. Where there’s a key or token to paste, that’s usually the quickest.

API key

API key.

1. Sign in to Close as the user the agent should act as (records and emails it creates are attributed to this user).
2. Open Settings > Developer > API Keys (https://app.close.com/settings/developer/api-keys) and create a new key.
3. Paste the key here. To let the agent send email, also enter the sender exactly as "Name <address>" using an email account connected to that Close user.

Field	What to enter
API key	A secret: Everdeck saves it encrypted and never shows it again. Where to find it.
Default email sender (optional)	Text. For example "Jane Doe" <[email protected]>.

Disconnecting deletes the credentials Everdeck saved, but Everdeck can't revoke them: the key, token or password itself keeps working at Close until you delete or rotate it there.

Your Close OAuth app

Your OAuth app.

This way signs in with an OAuth app you create for Close, as its steps describe: Everdeck never uses an app of its own. Register this redirect URI with your app:

https://everdeck.io/api/oauth/callback

Then save the app’s client ID and secret in Everdeck, on the connect page or under OAuth apps, and sign in.

1. In Close open Settings > Developer > OAuth Apps (https://app.close.com/settings/developer/oauth-apps) and click Create App.
2. Enter a name and description and set the Redirect URL to https://everdeck.io/api/oauth/callback. Terms and privacy URLs are optional for internal apps.
3. Click Create and copy the Client ID and Client Secret here.
4. Click Connect and approve as the Close user the agent should act as. Private apps can only be authorized by members of your own Close organization.

Field	What to enter
Default email sender (optional)	Text. For example "Jane Doe" <[email protected]>.

When you disconnect, Everdeck asks Close to revoke the sign-in, then deletes the tokens it saved.

What agents can do

An agent uses an action only when its charter grants it, on the agent’s Tools tab, where you choose whether each one runs by itself (Auto), asks first or never runs. Each action has a risk tier: tier 3 actions, which customers or the public see, ask first unless you choose otherwise, and tier 4 actions (money, deleting things, access) always need a person. How tools and tiers work.

Actions marked Reads outside content return things people outside your company may have written. Agents treat what they read as information, never as instructions, and their riskier actions later in the same session need approval.

• Search leads or contactsTier 0 · ReadReads outside contentclose_search

  Find leads (companies) or contacts by words in their names, emails, phone numbers and other text fields. Returns ids with key fields; use get_lead for the full lead.

• Read a leadTier 0 · ReadReads outside contentclose_get_lead

  Read a lead with its contacts (emails, phones), opportunities, open tasks, status, address and custom fields. Activities are separate: use list_activities.

• Read activity historyTier 0 · ReadReads outside contentclose_list_activities

  List a lead's emails, calls, notes, SMS and status changes, newest first, to catch up on a conversation before acting. Filtering by types only works together with lead_id.

• List opportunity statusesTier 0 · ReadReads outside contentclose_list_opportunity_statuses

  List opportunity statuses (active, won, lost) and their pipelines. Use the ids when creating or moving opportunities.

• Create a leadTier 2 · ReversibleReads outside contentclose_create_lead

  Create a lead (a company), optionally with its first contacts. Set status by label or status_id; custom fields as "custom.cf_...": value.

• Update a leadTier 2 · ReversibleReads outside contentclose_update_lead

  Change a lead's name, status, description, URL, address or custom fields. Fields you leave out are kept. Contacts are changed with create_contact, not here.

• Add a contactTier 2 · ReversibleReads outside contentclose_create_contact

  Add a person to an existing lead.

• Add a noteTier 2 · Reversibleclose_add_note

  Add a plain-text note to a lead's activity feed (visible to your team only). Line breaks are kept; HTML is shown as text.

• Create a taskTier 2 · ReversibleReads outside contentclose_create_task

  Create a to-do on a lead for a Close user, with an optional due date.

• Create an opportunityTier 2 · ReversibleReads outside contentclose_create_opportunity

  Create a deal on a lead. value is in cents (12000 dollars = 1200000). status_id comes from list_opportunity_statuses; it defaults to the first status.

• Update an opportunityTier 2 · ReversibleReads outside contentclose_update_opportunity

  Move an opportunity to another status (status_id; a won status sets date_won), or change its value (cents), confidence, owner or note.

• Send an emailTier 3 · ExternalReads outside contentclose_send_email

  Send an email to a lead's contact from a mailbox connected to the Close user. It is logged on the lead. Optionally set followup_date to get a follow-up task if nobody replies.

Testing, problems and disconnecting

Everdeck checks the connection when you save it. On the connection’s page in Integrations, Test checks it again at any time.

If Close later refuses the connection, for example because a key was deleted or a sign-in expired, the connection shows Needs attention on the Integrations page and the people who manage connections are told. Agents can’t use it until a company admin fixes it with Edit or Reconnect.

To stop agents using Close, open the connection and select Disconnect. Agents stop using it at once and its saved credentials are deleted. What else happens depends on how it was connected: each way above says.