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Connect to your users' Close accounts

Setup Guide

You can find your Close app credentials in your Close Developer Account.
You'll need the following information to set up your Close App with Paragon Connect:
  • Close API Key
This is an API-only integration - workflow actions for this integration are still in development. You can still connect user accounts, build workflows, and access the API for this integration.

Connecting to Close

Once your users have connected their Close account, you can use the Paragon SDK to access the Close API on behalf of connected users.
See the Close REST API documentation for their full API reference.
Any Close API endpoints can be accessed with the Paragon SDK as shown in this example.
// You can find your project ID in the Overview tab of any Integration
// Authenticate the user
paragon.authenticate(<ProjectId>, <UserToken>);
// Create a contact
paragon.request("close", "/contact", {
method: "POST",
body: {
"lead_id":"lead_QyNaWw4fdSwxl5Mc5daMFf3Y27PpIcH0awPbC9l7uyo",
"name":"John Appleseed",
"title":"CEO",
"phones":[
{"phone":"9045551234","type":"mobile"}
],
"emails":[
{"email":"[email protected]","type":"office"}
],
"urls":[
{"url":"http://twitter.com/google/","type":"url"}
],
}
});
// Create a lead
paragon.request("close", "[relative URL]", {
method: "POST",
body {
"name": "Example Company",
"url": "http://company.domain.com/",
"description": "A company",
"status_id": "stat_1ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk",
"contacts": [
{
"name": "Gob",
"title": "Sr. Vice President",
"emails": [
{
"type": "office",
"email": "[email protected]"
}
],
"phones": [
{
"type": "office",
"phone": "8004445555"
}
]
}
]
}
});
// Get all opportunities
paragon.request("close", "/opportunity", {
method: "GET"
});

Building Close workflows

Once your Close account is connected, you use the Close Request step to access any of Close's API endpoints without the authentication piece.
When creating or updating records in Close, you can reference data from previous steps by typing {{ to invoke the variable menu.
Last modified 22d ago