> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useparagon.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Close

> Connect to your users' Close accounts.

export const IntegrationsCompatibility = ({workflows = true, actionkit = false, proxy = true, managedSync = false, authType = "Basic Auth", integrationName: integrationNameProp, integrationSlug: integrationSlugProp}) => {
  const FEATURE_REQUEST_ENDPOINT = "https://agosnlmllwykglihfhiw.supabase.co/functions/v1/handle-vote";
  const FEATURE_REQUEST_HEADERS = {
    "Content-Type": "application/json",
    "Authorization": `Bearer sb_publishable_DlIzCjWe8NiqjZnLziegbg_P-w5L9X4`,
    'apikey': `sb_pubishable_DlIzCjWe8NiqjZnLziegbg_P-w5L9X4`
  };
  const SESSION_VOTE_PREFIX = "paragon_compat_vote:";
  const PURPLE = "rgb(102, 69, 230)";
  const slugifyFeature = label => label.toLowerCase().replace(/\s+/g, "-").replace(/[^a-z0-9-]/g, "");
  const integrationKeyFromPathname = pathname => {
    if (!pathname) return "";
    const match = pathname.match(/\/(?:resources\/)?integrations\/([^/?#]+)/);
    return match ? decodeURIComponent(match[1]).replace(/\/$/, "") : "";
  };
  const voteStorageKey = (integrationKey, featureKey) => `${SESSION_VOTE_PREFIX}${integrationKey}:${featureKey}`;
  const readVoteFromStorage = (integrationKey, featureKey) => {
    if (typeof sessionStorage === "undefined") return false;
    try {
      return sessionStorage.getItem(voteStorageKey(integrationKey, featureKey)) === "1";
    } catch {
      return false;
    }
  };
  const writeVoteToStorage = (integrationKey, featureKey) => {
    try {
      sessionStorage.setItem(voteStorageKey(integrationKey, featureKey), "1");
    } catch {}
  };
  const readPageTitleFallback = () => {
    if (typeof document === "undefined") return "";
    const h1 = document.querySelector("article h1") || document.querySelector("main h1") || document.querySelector('[class*="title"] h1') || document.querySelector("h1");
    const text = h1?.textContent?.trim();
    return text || "";
  };
  const getRuntimeConfig = () => {
    if (typeof window === "undefined") return null;
    return window.__PARAGON_FEATURE_REQUEST__ ?? null;
  };
  const resolveEndpoint = () => {
    const rt = getRuntimeConfig();
    if (rt?.endpoint) return String(rt.endpoint).trim();
    return String(FEATURE_REQUEST_ENDPOINT || "").trim();
  };
  const resolveHeaders = () => {
    const rt = getRuntimeConfig();
    const base = {
      ...FEATURE_REQUEST_HEADERS,
      ...rt?.headers && typeof rt.headers === "object" ? rt.headers : {}
    };
    return base;
  };
  const isValidEmail = s => (/^[^\s@]+@[^\s@]+\.[^\s@]+$/).test(String(s).trim());
  const renderCompatCheckSvg = (sizePx = 18) => <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 640 640" fill={PURPLE} style={{
    width: `${sizePx}px`,
    height: `${sizePx}px`,
    flexShrink: 0,
    display: "block",
    verticalAlign: "middle"
  }} aria-hidden>
      <path d="M320 576C178.6 576 64 461.4 64 320C64 178.6 178.6 64 320 64C461.4 64 576 178.6 576 320C576 461.4 461.4 576 320 576zM438 209.7C427.3 201.9 412.3 204.3 404.5 215L285.1 379.2L233 327.1C223.6 317.7 208.4 317.7 199.1 327.1C189.8 336.5 189.7 351.7 199.1 361L271.1 433C276.1 438 282.9 440.5 289.9 440C296.9 439.5 303.3 435.9 307.4 430.2L443.3 243.2C451.1 232.5 448.7 217.5 438 209.7z" />
    </svg>;
  const inlineFieldReadonlyStyle = {
    width: "100%",
    boxSizing: "border-box",
    padding: "10px 12px",
    borderRadius: "8px",
    border: "1px solid rgba(0, 0, 0, 0.08)",
    backgroundColor: "rgba(250, 248, 245, 0.95)",
    fontSize: "14px",
    color: "rgba(35, 35, 38, 0.95)"
  };
  const inlineFieldEditableStyle = {
    width: "100%",
    boxSizing: "border-box",
    padding: "10px 12px",
    borderRadius: "8px",
    border: "1px solid rgba(0, 0, 0, 0.15)",
    backgroundColor: "#fff",
    fontSize: "14px",
    fontFamily: "inherit"
  };
  const products = useMemo(() => [{
    label: "ActionKit",
    value: actionkit
  }, {
    label: "Managed Sync",
    value: managedSync
  }, {
    label: "Workflows",
    value: workflows
  }, {
    label: "Proxy API",
    value: proxy
  }, {
    label: "Auth Type",
    value: authType
  }], [actionkit, managedSync, workflows, proxy, authType]);
  const [mounted, setMounted] = useState(false);
  const [resolvedIntegrationKey, setResolvedIntegrationKey] = useState(() => integrationSlugProp?.trim() || "");
  const [resolvedDisplayName, setResolvedDisplayName] = useState(() => integrationNameProp?.trim() || "Integration");
  const [inlineFormOpen, setInlineFormOpen] = useState(false);
  const [formFeature, setFormFeature] = useState({
    featureLabel: "",
    featureKey: ""
  });
  const [email, setEmail] = useState("");
  const [description, setDescription] = useState("");
  const [submitting, setSubmitting] = useState(false);
  const [submitError, setSubmitError] = useState("");
  const [voteClickError, setVoteClickError] = useState("");
  const [voteLogging, setVoteLogging] = useState(false);
  const [loggingFeatureKey, setLoggingFeatureKey] = useState("");
  const [, bumpVoteUi] = useState(0);
  const inlineCardRef = useRef(null);
  useEffect(() => {
    setMounted(true);
    const path = typeof window !== "undefined" ? window.location.pathname : "";
    const fromPath = integrationSlugProp?.trim() || integrationKeyFromPathname(path);
    setResolvedIntegrationKey(fromPath);
    const fromDom = readPageTitleFallback();
    const name = integrationNameProp?.trim() || fromDom || (fromPath ? fromPath.replace(/-/g, " ") : "Integration");
    setResolvedDisplayName(name);
  }, [integrationNameProp, integrationSlugProp]);
  const dismissInlineForm = useCallback(() => {
    setInlineFormOpen(false);
    setSubmitError("");
  }, []);
  const handleRequestClick = useCallback(async ({featureLabel, featureKey}) => {
    setVoteClickError("");
    const integrationKey = resolvedIntegrationKey || integrationKeyFromPathname(typeof window !== "undefined" ? window.location.pathname : "");
    if (!integrationKey) {
      setVoteClickError("Could not determine integration. Set the integrationSlug prop on this page.");
      return;
    }
    if (readVoteFromStorage(integrationKey, featureKey)) {
      return;
    }
    setLoggingFeatureKey(featureKey);
    setVoteLogging(true);
    const votedAt = new Date().toISOString();
    const ctaPayload = {
      integration_key: integrationKey,
      integration_name: resolvedDisplayName,
      feature_key: featureKey,
      feature_label: featureLabel,
      vote_phase: "cta_click",
      voted_at: votedAt
    };
    try {
      const endpoint = resolveEndpoint();
      if (endpoint) {
        const res = await fetch(endpoint, {
          method: "POST",
          headers: resolveHeaders(),
          body: JSON.stringify(ctaPayload)
        });
        if (!res.ok) {
          const text = await res.text().catch(() => "");
          throw new Error(text || `Request failed (${res.status})`);
        }
      } else if (typeof console !== "undefined" && console.warn) {
        console.warn("[IntegrationsCompatibility] FEATURE_REQUEST_ENDPOINT is empty; vote not sent. Set endpoint or window.__PARAGON_FEATURE_REQUEST__.");
      }
      writeVoteToStorage(integrationKey, featureKey);
      bumpVoteUi(v => v + 1);
      setFormFeature({
        featureLabel,
        featureKey
      });
      setEmail("");
      setDescription("");
      setSubmitError("");
      setInlineFormOpen(true);
    } catch (err) {
      setVoteClickError(err instanceof Error ? err.message : "Could not log your vote. Please try again.");
    } finally {
      setVoteLogging(false);
      setLoggingFeatureKey("");
    }
  }, [resolvedIntegrationKey, resolvedDisplayName]);
  useEffect(() => {
    if (!inlineFormOpen) return undefined;
    const id = window.setTimeout(() => {
      inlineCardRef.current?.scrollIntoView?.({
        behavior: "smooth",
        block: "nearest"
      });
    }, 80);
    return () => window.clearTimeout(id);
  }, [inlineFormOpen]);
  const submitEnrichment = useCallback(async () => {
    const trimmed = email.trim();
    if (!isValidEmail(trimmed)) {
      setSubmitError("Please enter a valid work email.");
      return;
    }
    const integrationKey = resolvedIntegrationKey || integrationKeyFromPathname(typeof window !== "undefined" ? window.location.pathname : "");
    if (!integrationKey) {
      setSubmitError("Could not determine integration. Set the integrationSlug prop on this page.");
      return;
    }
    const {featureKey, featureLabel} = formFeature;
    const endpoint = resolveEndpoint();
    const enrichedAt = new Date().toISOString();
    const payload = {
      integration_key: integrationKey,
      integration_name: resolvedDisplayName,
      feature_key: featureKey,
      feature_label: featureLabel,
      vote_phase: "enrichment",
      email: trimmed,
      description: description.trim() || undefined,
      voted_at: enrichedAt,
      enriched_at: enrichedAt
    };
    setSubmitting(true);
    setSubmitError("");
    try {
      if (endpoint) {
        const res = await fetch(endpoint, {
          method: "POST",
          headers: resolveHeaders(),
          body: JSON.stringify(payload)
        });
        if (!res.ok) {
          const text = await res.text().catch(() => "");
          throw new Error(text || `Request failed (${res.status})`);
        }
      } else if (typeof console !== "undefined" && console.warn) {
        console.warn("[IntegrationsCompatibility] FEATURE_REQUEST_ENDPOINT is empty; enrichment not sent. Set endpoint or window.__PARAGON_FEATURE_REQUEST__.");
      }
      setInlineFormOpen(false);
      setEmail("");
      setDescription("");
    } catch (err) {
      setSubmitError(err instanceof Error ? err.message : "Something went wrong. Please try again.");
    } finally {
      setSubmitting(false);
    }
  }, [email, description, formFeature, resolvedDisplayName, resolvedIntegrationKey]);
  const renderCompatProductCell = ({product, integrationKey, onRequestClick, alignWide, voteLogging, loggingFeatureKey}) => {
    const isAuthType = product.label === "Auth Type";
    const href = typeof product.value === "string" && !isAuthType ? product.value : null;
    const featureKey = slugifyFeature(product.label);
    const alreadyVoted = !isAuthType && integrationKey && !href && !product.value ? readVoteFromStorage(integrationKey, featureKey) : false;
    const unsupported = !isAuthType && !href && !product.value;
    const compatPillStyle = {
      display: "inline-flex",
      alignItems: "center",
      justifyContent: "center",
      gap: "4px",
      boxSizing: "border-box",
      minHeight: "32px",
      padding: "6px 12px",
      borderRadius: "999px",
      border: "1px solid rgba(0, 0, 0, 0.12)",
      backgroundColor: "rgba(250, 250, 249, 1)",
      fontSize: "12px",
      fontWeight: 500,
      color: "rgba(35, 35, 38, 1)",
      fontFamily: "inherit",
      lineHeight: 1.2,
      width: "auto"
    };
    const cellInner = isAuthType ? product.value : href ? <a href={href} className="compat-pill" style={{
      ...compatPillStyle,
      textDecoration: "none"
    }}>
        {renderCompatCheckSvg(14)}
        <span>Docs</span>
      </a> : product.value ? renderCompatCheckSvg() : alreadyVoted ? <span style={{
      fontSize: "12px",
      fontWeight: 500,
      color: "rgba(55, 55, 58, 0.85)"
    }}>Requested</span> : <button type="button" className="compat-pill" disabled={voteLogging && loggingFeatureKey === featureKey} onClick={() => onRequestClick({
      featureLabel: product.label,
      featureKey
    })} style={{
      ...compatPillStyle,
      margin: 0,
      cursor: voteLogging && loggingFeatureKey === featureKey ? "not-allowed" : "pointer",
      opacity: voteLogging && loggingFeatureKey === featureKey ? 0.65 : 1
    }}>
        <span style={{
      color: PURPLE,
      fontSize: "14px",
      fontWeight: 600,
      lineHeight: 1
    }} aria-hidden>
          +
        </span>
        {voteLogging && loggingFeatureKey === featureKey ? "…" : "Request"}
      </button>;
    if (alignWide) {
      return <div style={{
        fontSize: "13px",
        padding: "8px 8px",
        minHeight: unsupported || alreadyVoted ? "40px" : undefined,
        display: "flex",
        alignItems: "center",
        justifyContent: "center"
      }}>
          {cellInner}
        </div>;
    }
    return <span style={{
      fontSize: "13px",
      width: "auto",
      textAlign: "center",
      display: "inline-block"
    }}>{cellInner}</span>;
  };
  return <div style={{
    backgroundColor: "transparent",
    border: "0px solid rgba(225, 225, 229, 1)",
    borderRadius: "12px",
    padding: "0px 0px",
    overflow: "hidden"
  }}>
      <style>{`
        .compat-wide { display: flex; }
        .compat-narrow { display: none; }
        @media (max-width: 640px) {
          .compat-wide { display: none !important; }
          .compat-narrow { display: flex !important; }
        }
        .compat-pill {
          transition: box-shadow 0.15s ease;
        }
        .compat-pill:hover:not(:disabled) {
          box-shadow: 0 2px 8px rgba(0, 0, 0, 0.1);
        }
      `}</style>

      <div style={{
    fontSize: "15px",
    fontWeight: 600,
    marginBottom: "16px"
  }}>Product Compatibility</div>

      <div className="compat-wide" style={{
    flexDirection: "row",
    gap: "0px"
  }}>
        {products.map(f => <div key={f.label} style={{
    flex: 1,
    minWidth: 0,
    textAlign: "center"
  }}>
            <div style={{
    fontSize: "13px",
    fontWeight: 500,
    padding: "6px 8px",
    borderBottom: "1px solid rgba(102, 69, 230, 0.15)",
    overflow: "hidden",
    textOverflow: "ellipsis",
    whiteSpace: "nowrap"
  }}>
              {f.label}
            </div>
            {renderCompatProductCell({
    product: f,
    integrationKey: mounted ? resolvedIntegrationKey : "",
    onRequestClick: handleRequestClick,
    alignWide: true,
    voteLogging,
    loggingFeatureKey
  })}
          </div>)}
      </div>

      <div className="compat-narrow" style={{
    flexDirection: "column",
    gap: "0px"
  }}>
        <div style={{
    display: "flex",
    justifyContent: "space-between",
    borderBottom: "1px solid rgba(102, 69, 230, 0.15)",
    padding: "6px 0"
  }}>
          <span style={{
    fontSize: "13px",
    fontWeight: 500
  }}>Product</span>
          <span style={{
    fontSize: "13px",
    fontWeight: 500,
    width: "80px",
    textAlign: "center"
  }}>Supported</span>
        </div>
        {products.map(f => <div key={f.label} style={{
    display: "flex",
    justifyContent: "space-between",
    alignItems: "center",
    padding: "5px 0"
  }}>
            <span style={{
    fontSize: "13px"
  }}>{f.label}</span>
            {renderCompatProductCell({
    product: f,
    integrationKey: mounted ? resolvedIntegrationKey : "",
    onRequestClick: handleRequestClick,
    alignWide: false,
    voteLogging,
    loggingFeatureKey
  })}
          </div>)}
      </div>

      {voteClickError ? <p style={{
    margin: "16px 0 0",
    fontSize: "13px",
    color: "#b42318"
  }} role="alert">
          {voteClickError}
        </p> : null}

      {inlineFormOpen ? <div ref={inlineCardRef} role="region" aria-labelledby="compat-feature-request-title" style={{
    marginTop: "24px",
    width: "100%",
    boxSizing: "border-box",
    backgroundColor: "#fff",
    borderRadius: "16px",
    border: "1px solid rgba(0, 0, 0, 0.1)",
    boxShadow: "0 8px 24px rgba(0,0,0,0.06)",
    padding: "24px"
  }}>
          <div style={{
    display: "flex",
    flexDirection: "row",
    alignItems: "center",
    justifyContent: "space-between",
    gap: "12px",
    marginBottom: "16px"
  }}>
            <div style={{
    display: "inline-flex",
    alignItems: "center",
    gap: "6px",
    padding: "6px 10px",
    borderRadius: "8px",
    backgroundColor: "rgba(102, 69, 230, 0.12)",
    border: "1px solid rgba(102, 69, 230, 0.35)",
    color: PURPLE,
    fontSize: "12px",
    fontWeight: 600
  }}>
              Feature request
            </div>
            <button type="button" onClick={dismissInlineForm} disabled={submitting} aria-label="Close feature request form" style={{
    flexShrink: 0,
    display: "inline-flex",
    alignItems: "center",
    justifyContent: "center",
    width: "36px",
    height: "36px",
    margin: 0,
    padding: 0,
    borderRadius: "8px",
    background: "#fff",
    color: "rgba(35, 35, 38, 0.75)",
    fontSize: "24px",
    lineHeight: 1,
    cursor: submitting ? "not-allowed" : "pointer",
    fontFamily: "inherit"
  }}>
              <span aria-hidden>×</span>
            </button>
          </div>
          <h2 id="compat-feature-request-title" style={{
    margin: "0 0 16px",
    fontSize: "20px",
    fontWeight: 700,
    color: "#111"
  }}>
            Request support for {formFeature.featureLabel}
          </h2>
          <p style={{
    display: "block",
    margin: "0 0 20px",
    fontSize: "14px",
    color: "rgba(55, 55, 58, 0.72)",
    lineHeight: 1.5
  }}>
            Your vote has been recorded. Add your email and an optional note and we'll notify you when support is added.
          </p>

          <div style={{
    display: "flex",
    flexDirection: "column",
    gap: "16px"
  }}>
            <label style={{
    display: "flex",
    flexDirection: "column",
    gap: "6px",
    fontSize: "13px",
    fontWeight: 500,
    color: "#333"
  }}>
              Integration
              <input type="text" readOnly value={resolvedDisplayName} style={inlineFieldReadonlyStyle} tabIndex={-1} />
            </label>
            <label style={{
    display: "flex",
    flexDirection: "column",
    gap: "6px",
    fontSize: "13px",
    fontWeight: 500,
    color: "#333"
  }}>
              Feature
              <input type="text" readOnly value={formFeature.featureLabel} style={inlineFieldReadonlyStyle} tabIndex={-1} />
            </label>
            <label style={{
    display: "flex",
    flexDirection: "column",
    gap: "6px",
    fontSize: "13px",
    fontWeight: 500,
    color: "#333"
  }}>
              Work email
              <input type="email" name="email" autoComplete="email" placeholder="you@company.com" value={email} onChange={e => setEmail(e.target.value)} style={inlineFieldEditableStyle} disabled={submitting} />
            </label>
            <label style={{
    display: "flex",
    flexDirection: "column",
    gap: "6px",
    fontSize: "13px",
    fontWeight: 500,
    color: "#333"
  }}>
              Describe your use case (optional)
              <textarea placeholder="What would you build if this were supported?" value={description} onChange={e => setDescription(e.target.value)} rows={4} style={{
    ...inlineFieldEditableStyle,
    resize: "vertical",
    minHeight: "96px"
  }} disabled={submitting} />
            </label>
          </div>

          {submitError ? <p style={{
    margin: "14px 0 0",
    fontSize: "13px",
    color: "#b42318"
  }} role="alert">
              {submitError}
            </p> : null}

          <div style={{
    display: "flex",
    justifyContent: "flex-end",
    gap: "10px",
    marginTop: "22px",
    flexWrap: "wrap"
  }}>
            <button type="button" onClick={submitEnrichment} disabled={submitting} style={{
    padding: "10px 16px",
    borderRadius: "8px",
    border: "1px solid rgba(0, 0, 0, 0.15)",
    background: "#fff",
    fontSize: "14px",
    fontWeight: 700,
    cursor: submitting ? "not-allowed" : "pointer",
    fontFamily: "inherit"
  }}>
              {submitting ? "Submitting…" : "Submit details"}
            </button>
          </div>
        </div> : null}
    </div>;
};

<IntegrationsCompatibility workflows={true} actionkit="/actionkit/integrations/close" proxy={true} managedSync={false} authType="Basic Auth" />

## Connecting to Close

Your users will need the following information to connect their Close account with your integration built with Paragon Connect:

* Close API Key

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](https://developer.close.com/) for their full API reference.

Any Close API endpoints can be accessed with the Paragon SDK as shown in this example.

```js theme={null}
// 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":"john@example.com","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": "gob@example.com"
                }
            ],
            "phones": [
                {
                    "type": "office",
                    "phone": "8004445555"
                }
            ]
        }
    ]
  }
});

// Get all opportunities
paragon.request("close", "/opportunity", {
  method: "GET"
});
  
```

## Building Close workflows

Once your Close account is connected, you can add steps to perform the following actions:

* Create Record
* Update Record
* Get Record by ID
* Search Record
* Delete Record
* Search Records by JSON Filter

You can also use the [Close Request](/workflows/requests#making-integration-requests) 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.

## Using Webhook Triggers

Webhook triggers can be used to run workflows based on events in your users' Close account. For example, you might want to trigger a workflow whenever new leads are created in Close to sync your users' Close leads to your application in real-time.

<Frame>
  <img src="https://mintcdn.com/paragon/XNDe-bFT_2yOxy1A/assets/Close%20Webhook%20Triggers%20in%20Paragon%20Connect.png?fit=max&auto=format&n=XNDe-bFT_2yOxy1A&q=85&s=57f72fbd0ebf95022042d8ba9691c63a" alt="" width="2094" height="1480" data-path="assets/Close Webhook Triggers in Paragon Connect.png" />
</Frame>

You can find the full list of Webhook Triggers for Close below:

* **Record Created**
* **Record Updated**
* **Record Deleted**