Close

Close is an inside-sales CRM with calling, email, SMS, and WhatsApp built in. The Close API exposes leads, contacts, opportunities, tasks, activities (calls, emails, SMS, meetings, notes), pipelines, custom objects, sequences, smart views, scheduling, phone numbers, reporting, and webhooks for sales automation.

28 APIs 10 Features

CRMSales EngagementInside SalesCallingSMSSaaS

APIs

Close Leads API

Manage leads — Close's central CRM object representing a company / account. Includes contacts, opportunities, custom fields, addresses, and status.

Close Contacts API

Manage individual contacts (people) within a lead, including emails, phones, custom fields, and titles.

Close Opportunities API

Manage opportunities (deals) attached to leads, with pipeline stage, value, status, and custom fields.

Close Tasks API

Manage tasks assigned to users with due dates, supporting bulk updates and snooze actions.

Close Activities API

Read and create activities — notes, calls, emails, SMS, WhatsApp, meetings, and custom activity types — that build a lead's timeline.

Close Calls API

Log inbound and outbound calls with duration, direction, recording URLs, transcripts, and disposition outcomes.

Close Emails API

Send and log emails with templates, attachments, and tracking against contacts and leads.

Close SMS API

Send and log SMS and WhatsApp messages, with conversation threading against contacts.

Close Meetings API

Log meeting activities synced from connected Zoom / Microsoft / Calendly accounts, with outcomes and notes.

Close Pipelines & Statuses API

Manage opportunity pipelines and the configurable lead and opportunity statuses driving funnel progression.

Close Custom Fields API

Define and read custom field schemas across leads, contacts, opportunities, activities, and custom objects.

Close Custom Objects API

Define user-defined object types with custom fields for tenant- specific data models.

Close Templates API

Manage email and SMS templates with variable substitution and rendering for outbound messaging.

Close Sequences API

Manage automated multi-step sequences (cadences) and subscriber enrollment with stop conditions.

Close Bulk Actions API

Submit bulk email send / edit / delete / sequence-subscribe jobs that execute as background tasks.

Close Smart Views API

Manage saved search queries (Smart Views) with structured filter grammar across leads, contacts, and opportunities.

Close Exports API

Export leads, opportunities, and activities to CSV asynchronously for downstream analytics.

Close Reporting API

Generate activity reports, funnel analysis, and status-change tracking across the team.

Close Phone Numbers API

Rent and manage Close-provided phone numbers for inbound and outbound calling and SMS.

Close Scheduling Links API

Manage user and shared scheduling links that customers use to book meetings into rep calendars.

Close Connected Accounts API

Manage connected email, Zoom, Microsoft, and Calendly accounts backing the Close calling, email, and meeting integrations.

Close Users API

Manage users (sales reps, managers) and their availability, membership in organizations, and roles.

Close Organizations API

Manage organizations (Close workspaces) including settings, memberships, and inboxes.

Close Roles & Permissions API

Manage roles and permission sets that govern access to leads, activities, and admin functions (Scale plan only).

Close Groups API

Manage user groups for assignment, reporting, and permission scoping.

Close Event Log API

Query the 30-day historical event log of all changes across leads, contacts, opportunities, and activities.

Close Webhooks API

Subscribe to Close events with advanced filtering on event type and object attributes; deliveries include HMAC signatures.

Close OAuth & Apps API

OAuth 2.0 authorization for third-party applications building against Close, plus app registration in the Close Marketplace.

Features

REST API at https://api.close.com/api/v1/

HTTP Basic auth with API key, plus OAuth 2.0 for marketplace apps

Solo $9/mo, Essentials $35, Growth $99, Scale $139 per seat (annual)

Premium phone numbers $19/mo per line

AI Call Assistant $50/month + $0.02/min

Additional organizations $50/mo (1 included with Growth/Scale)

Per-endpoint-group rate limits; org limits 3x individual key limits

RateLimit header (limit / remaining / reset) on every response

30-day Event Log for change tracking

Webhooks with advanced filtering and HMAC-signed deliveries

Resources

Documentation

API Reference

GitHub Organization

GitHub Organization

Privacy Policy

Terms of Service

Terms of Service

Authentication

Rate Limits

Sources

aid: close
url: https://raw.githubusercontent.com/api-evangelist/close/refs/heads/main/apis.yml
name: Close
x-type: company
description: >-
  Close is an inside-sales CRM with calling, email, SMS, and WhatsApp built
  in. The Close API exposes leads, contacts, opportunities, tasks,
  activities (calls, emails, SMS, meetings, notes), pipelines, custom
  objects, sequences, smart views, scheduling, phone numbers, reporting,
  and webhooks for sales automation.
image: https://kinlane-productions.s3.amazonaws.com/apis-json/apis-json-logo.jpg
tags:
  - CRM
  - Sales Engagement
  - Inside Sales
  - Calling
  - SMS
  - SaaS
created: '2026-05-08'
modified: '2026-05-08'
specificationVersion: '0.19'
apis:
  - aid: close:close-leads-api
    name: Close Leads API
    tags:
      - Leads
      - Companies
    properties:
      - url: https://developer.close.com/
        type: Documentation
      - url: https://developer.close.com/resources/leads/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage leads — Close's central CRM object representing a company /
      account. Includes contacts, opportunities, custom fields, addresses,
      and status.
  - aid: close:close-contacts-api
    name: Close Contacts API
    tags:
      - Contacts
      - People
    properties:
      - url: https://developer.close.com/resources/contacts/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage individual contacts (people) within a lead, including
      emails, phones, custom fields, and titles.
  - aid: close:close-opportunities-api
    name: Close Opportunities API
    tags:
      - Opportunities
      - Pipeline
    properties:
      - url: https://developer.close.com/resources/opportunities/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage opportunities (deals) attached to leads, with pipeline stage,
      value, status, and custom fields.
  - aid: close:close-tasks-api
    name: Close Tasks API
    tags:
      - Tasks
      - Action Items
    properties:
      - url: https://developer.close.com/resources/tasks/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage tasks assigned to users with due dates, supporting bulk
      updates and snooze actions.
  - aid: close:close-activities-api
    name: Close Activities API
    tags:
      - Activities
      - Timeline
    properties:
      - url: https://developer.close.com/resources/activities/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Read and create activities — notes, calls, emails, SMS, WhatsApp,
      meetings, and custom activity types — that build a lead's timeline.
  - aid: close:close-calls-api
    name: Close Calls API
    tags:
      - Calls
      - Voice
    properties:
      - url: https://developer.close.com/resources/activities/call/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Log inbound and outbound calls with duration, direction, recording
      URLs, transcripts, and disposition outcomes.
  - aid: close:close-emails-api
    name: Close Emails API
    tags:
      - Emails
    properties:
      - url: https://developer.close.com/resources/activities/email/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Send and log emails with templates, attachments, and tracking
      against contacts and leads.
  - aid: close:close-sms-api
    name: Close SMS API
    tags:
      - SMS
      - Texting
    properties:
      - url: https://developer.close.com/resources/activities/sms/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Send and log SMS and WhatsApp messages, with conversation threading
      against contacts.
  - aid: close:close-meetings-api
    name: Close Meetings API
    tags:
      - Meetings
      - Calendar
    properties:
      - url: https://developer.close.com/resources/activities/meeting/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Log meeting activities synced from connected Zoom / Microsoft /
      Calendly accounts, with outcomes and notes.
  - aid: close:close-pipelines-api
    name: Close Pipelines & Statuses API
    tags:
      - Pipelines
      - Statuses
    properties:
      - url: https://developer.close.com/resources/pipelines/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage opportunity pipelines and the configurable lead and
      opportunity statuses driving funnel progression.
  - aid: close:close-custom-fields-api
    name: Close Custom Fields API
    tags:
      - Custom Fields
      - Metadata
    properties:
      - url: https://developer.close.com/resources/custom-fields/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Define and read custom field schemas across leads, contacts,
      opportunities, activities, and custom objects.
  - aid: close:close-custom-objects-api
    name: Close Custom Objects API
    tags:
      - Custom Objects
    properties:
      - url: https://developer.close.com/resources/custom-objects/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Define user-defined object types with custom fields for tenant-
      specific data models.
  - aid: close:close-templates-api
    name: Close Templates API
    tags:
      - Templates
      - Email
      - SMS
    properties:
      - url: https://developer.close.com/resources/templates/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage email and SMS templates with variable substitution and
      rendering for outbound messaging.
  - aid: close:close-sequences-api
    name: Close Sequences API
    tags:
      - Sequences
      - Automation
    properties:
      - url: https://developer.close.com/resources/sequences/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage automated multi-step sequences (cadences) and subscriber
      enrollment with stop conditions.
  - aid: close:close-bulk-actions-api
    name: Close Bulk Actions API
    tags:
      - Bulk
      - Background Jobs
    properties:
      - url: https://developer.close.com/resources/bulk-actions/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Submit bulk email send / edit / delete / sequence-subscribe jobs
      that execute as background tasks.
  - aid: close:close-smart-views-api
    name: Close Smart Views API
    tags:
      - Smart Views
      - Saved Searches
    properties:
      - url: https://developer.close.com/resources/smart-views/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage saved search queries (Smart Views) with structured filter
      grammar across leads, contacts, and opportunities.
  - aid: close:close-exports-api
    name: Close Exports API
    tags:
      - Exports
      - Reporting
    properties:
      - url: https://developer.close.com/resources/exports/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Export leads, opportunities, and activities to CSV asynchronously
      for downstream analytics.
  - aid: close:close-reporting-api
    name: Close Reporting API
    tags:
      - Reporting
      - Analytics
    properties:
      - url: https://developer.close.com/resources/reports/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Generate activity reports, funnel analysis, and status-change
      tracking across the team.
  - aid: close:close-phone-numbers-api
    name: Close Phone Numbers API
    tags:
      - Phone Numbers
      - Telephony
    properties:
      - url: https://developer.close.com/resources/phone-numbers/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Rent and manage Close-provided phone numbers for inbound and
      outbound calling and SMS.
  - aid: close:close-scheduling-api
    name: Close Scheduling Links API
    tags:
      - Scheduling
    properties:
      - url: https://developer.close.com/resources/scheduling/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage user and shared scheduling links that customers use to book
      meetings into rep calendars.
  - aid: close:close-connected-accounts-api
    name: Close Connected Accounts API
    tags:
      - Connected Accounts
      - Integrations
    properties:
      - url: https://developer.close.com/resources/connected-accounts/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage connected email, Zoom, Microsoft, and Calendly accounts
      backing the Close calling, email, and meeting integrations.
  - aid: close:close-users-api
    name: Close Users API
    tags:
      - Users
      - Memberships
    properties:
      - url: https://developer.close.com/resources/users/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage users (sales reps, managers) and their availability,
      membership in organizations, and roles.
  - aid: close:close-organizations-api
    name: Close Organizations API
    tags:
      - Organizations
      - Workspaces
    properties:
      - url: https://developer.close.com/resources/organization/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage organizations (Close workspaces) including settings,
      memberships, and inboxes.
  - aid: close:close-roles-api
    name: Close Roles & Permissions API
    tags:
      - Roles
      - Permissions
    properties:
      - url: https://developer.close.com/resources/roles/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage roles and permission sets that govern access to leads,
      activities, and admin functions (Scale plan only).
  - aid: close:close-groups-api
    name: Close Groups API
    tags:
      - Groups
    properties:
      - url: https://developer.close.com/resources/groups/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Manage user groups for assignment, reporting, and permission scoping.
  - aid: close:close-event-log-api
    name: Close Event Log API
    tags:
      - Event Log
      - Audit
    properties:
      - url: https://developer.close.com/resources/event-log/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Query the 30-day historical event log of all changes across leads,
      contacts, opportunities, and activities.
  - aid: close:close-webhooks-api
    name: Close Webhooks API
    tags:
      - Webhooks
      - Events
    properties:
      - url: https://developer.close.com/resources/webhooks/
        type: API Reference
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      Subscribe to Close events with advanced filtering on event type and
      object attributes; deliveries include HMAC signatures.
  - aid: close:close-oauth-api
    name: Close OAuth & Apps API
    tags:
      - OAuth
      - Apps
    properties:
      - url: https://developer.close.com/topics/oauth/
        type: Documentation
      - url: openapi/close-openapi.yml
        type: OpenAPI
    description: >-
      OAuth 2.0 authorization for third-party applications building
      against Close, plus app registration in the Close Marketplace.
common:
  - type: Website
    url: https://www.close.com/
  - type: Documentation
    url: https://developer.close.com/
  - type: API Reference
    url: https://developer.close.com/resources/
  - type: Pricing
    url: https://www.close.com/pricing
  - type: Login
    url: https://app.close.com/
  - type: Status
    url: https://status.close.com/
  - type: Blog
    url: https://www.close.com/blog
  - type: Support
    url: https://help.close.com/
  - type: GitHub Organization
    url: https://github.com/closeio
  - type: Privacy Policy
    url: https://www.close.com/privacy
  - type: Terms of Service
    url: https://www.close.com/terms
  - type: Authentication
    url: https://developer.close.com/topics/authentication/
  - type: Rate Limits
    url: https://developer.close.com/api/overview/rate-limits.md
  - type: Webhooks
    url: https://developer.close.com/resources/webhooks/
  - type: Plans
    url: plans/close-plans-pricing.yml
  - type: RateLimits
    url: rate-limits/close-rate-limits.yml
  - type: FinOps
    url: finops/close-finops.yml
  - type: Features
    data:
      - REST API at https://api.close.com/api/v1/
      - HTTP Basic auth with API key, plus OAuth 2.0 for marketplace apps
      - Solo $9/mo, Essentials $35, Growth $99, Scale $139 per seat (annual)
      - Premium phone numbers $19/mo per line
      - AI Call Assistant $50/month + $0.02/min
      - Additional organizations $50/mo (1 included with Growth/Scale)
      - Per-endpoint-group rate limits; org limits 3x individual key limits
      - RateLimit header (limit / remaining / reset) on every response
      - 30-day Event Log for change tracking
      - Webhooks with advanced filtering and HMAC-signed deliveries
    sources:
      - https://www.close.com/pricing
      - https://developer.close.com/
      - https://developer.close.com/api/overview/rate-limits.md
    updated: '2026-05-08'
maintainers:
  - FN: Kin Lane
    email: [email protected]