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Read & query data
Pull live records, search entities, and keep downstream systems up to date.
- List Leads
- Get Contacts
- Get Opportunities
All integrations
Integration
Automate pipeline updates and customers in Close CRM without copy-paste between tools
Connect to Close CRM to list leads, retrieve contacts, and query opportunities. Filter by search query or status, and paginate through large result sets.
3 operations0 triggersAuth: api-key
About Close CRM
Manage Close CRM leads, contacts, and opportunities.
What can you do with the Close CRM integration?
What can you do with the Close CRM integration? Connect to Close CRM to list leads, retrieve contacts, and query opportunities. Filter by search query or status, and paginate through large result sets. AptlyStar exposes 3 operations so teams can automate end-to-end processes without maintaining brittle scripts.
Automate & integrate Close CRM
Compose Close CRM with the rest of your stack using visual workflows and agents.
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Close CRM create & update records
Insert, upsert, and patch objects so workflows stay synchronized automatically.
- Get Opportunities
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Close CRM manage lifecycle
Archive, delete, merge, and reconcile records with guardrails and approvals.
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Close CRM notify & orchestrate
Trigger downstream actions, alerts, and hand-offs when something changes.
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Close CRM analyze & report
Aggregate metrics, export datasets, and feed BI or agent summaries.
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Close CRM automate on events
React to webhooks and polling triggers the moment something happens.
Build Close CRM agents
Ship AI workflows that read, decide, and act on Close CRM — with guardrails and human approvals where you need them.
Close CRM copilot
Build an agent that understands Close CRM context, chooses the right operation, and completes multi-step tasks with human approval when needed.
Explore templatesReady to solve your Close CRM integration challenges?
Connect Close CRM once, then reuse the same blocks across agents, workflows, and templates.
Challenges AptlyStar solves
Keep Close CRM in sync with the rest of your stack
Teams lose hours copying data between Close CRM and CRMs, inboxes, and spreadsheets. AptlyStar connects Close CRM to 3+ operations so updates flow automatically.
Learn moreScale Close CRM automations without custom glue code
One-off scripts break when APIs change. Use visual workflows, retries, and typed blocks so Close CRM automations stay maintainable as you grow.
Learn moreGive AI agents secure, scoped access to Close CRM
Agents need live Close CRM context without over-permissioned keys. Connect credentials once, apply guardrails, and let agents act through audited workflow runs.
Learn moreFeatured Close CRM templates
Ready-to-use workflow templates that include Close CRM, just like in the app.
Close CRM: List Leads
Retrieve leads from Close CRM with optional search query and pagination
Browse templates
Close CRM: Get Contacts
Retrieve contacts from Close CRM with pagination support
Browse templates
Close CRM: Get Opportunities
Retrieve opportunities from Close CRM, filterable by status (active, won, lost)
Browse templates
Close CRM plugs into the whole AptlyStar platform
Visual workflow builder
Design multi-step automations with blocks, branches, loops, and human-in-the-loop checkpoints — no boilerplate code.
Learn moreAI agents that act
Give agents tools, memory, and guardrails so they can plan, call integrations, and finish tasks across your stack.
Learn moreKnowledge & observability
Ground agents in docs and tables, then trace every run with logs, evaluations, and deployment controls.
Learn moreRelated integrations
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Interact with Salesforce CRM
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Interact with Wealthbox
Clay
Populate Clay workbook
Apollo
Search, enrich, and manage contacts with Apollo.io
Email Bison
Manage Email Bison leads, campaigns, replies, and tags
See Close CRM working across your stack
Connect Close CRM to agents and workflows in minutes — no credit card required.