Close CRM Integration

Sales CRM built for closing deals with calling and email built in. Turn Close CRM record changes into automated workflows for sales and customer teams. Start with Watch Activities, then connect actions such as Get Activity Report and Get Call to what happens next.

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Supported triggers and actions for Close CRM integration

Triggers can detect changes in Close CRM and run actions that can create, search or modify data inside Close CRM automatically [3] — exactly how you set them.

Watch ActivitiesWatches for activities.
Watch CallsWatches for calls.
Watch Custom ActivitiesWatches for custom activities.
Watch EmailsWatches for emails.
Watch Form SubmissionsWatches for form submissions.
Watch MeetingsWatches for meetings.
Watch NotesWatches for notes.
Watch SMSWatches for SMS.
Watch Whatsapp MessagesWatches for whatsApp Messages.
Get Activity ReportRetrieves activity report.
Get CallReturns a single call.
Get Current UserRetrieves current user.
Get Custom ActivityRetrieves custom activity.
Get Custom ReportRetrieves custom report.
Get EmailReturns a single email.
Get Email ThreadRetrieves email thread.
Get Form SubmissionRetrieves form submission.
Get GroupReturns a single group.
Get Lead Status ReportRetrieves lead status report.
Get MeetingReturns a single meeting.
Get Membership Pinned ViewsRetrieves membership pinned views.
Get NoteReturns a single note.
Get Opportunity Funnel StagesRetrieves opportunity funnel stages.
Get Opportunity Funnel TotalsRetrieves opportunity funnel totals.
Get Opportunity Status ReportRetrieves opportunity status report.
Get OrganizationReturns a single organization.
Get Sent Emails ReportRetrieves sent emails report.
Get SMSReturns a single SMS.
Get UserReturns a single user.
Get Whatsapp MessageRetrieves whatsApp Message.
List ActivitiesRetrieves a list of activities.
List Activity MetricsLists activity metrics.
List CallsRetrieves a list of calls.
List Custom ActivitiesLists custom activities.
List Email ThreadsLists email threads.
List EmailsRetrieves a list of emails.
List Form SubmissionsLists form submissions.
List GroupsRetrieves a list of groups.
List MeetingsRetrieves a list of meetings.
List NotesRetrieves a list of notes.
List SMSRetrieves a list of SMS.
List User AvailabilitiesLists user availabilities.
List UsersRetrieves a list of users.
List Whatsapp MessagesLists whatsApp Messages.
Add Group MemberAdds group member.
Bulk Update MembershipsPerforms bulk update memberships.
Create CallCreates a new call.
Create Custom ActivityCreates custom activity.
Create EmailCreates a new email.
Create GroupCreates a new group.
Create Meeting IntegrationCreates meeting integration.
Create MembershipCreates a new membership.
Create NoteCreates a new note.
Create SMSCreates a new SMS.
Create Whatsapp MessageCreates whatsApp Message.
Delete CallDeletes an existing call.
Delete Custom ActivityDeletes custom activity.
Delete EmailDeletes an existing email.
Delete Email ThreadDeletes email thread.
Delete Form SubmissionDeletes form submission.
Delete GroupDeletes an existing group.
Delete MeetingDeletes an existing meeting.
Delete MembershipDeletes an existing membership.
Delete NoteDeletes an existing note.
Delete SMSDeletes an existing SMS.
Delete Whatsapp MessageDeletes whatsApp Message.
Make an Api CallMakes API call.
Remove Group MemberRemoves group member.
Update CallUpdates an existing call.
Update Custom ActivityUpdates custom activity.
Update EmailUpdates an existing email.
Update GroupUpdates an existing group.
Update MeetingUpdates an existing meeting.
Update MembershipUpdates an existing membership.
Update Membership Pinned ViewsUpdates membership pinned views.
Update NoteUpdates an existing note.
Update OrganizationUpdates an existing organization.
Update SMSUpdates an existing SMS.
Update Whatsapp MessageUpdates whatsApp Message.

How to integrate Close CRM in automation workflow?

3 simple steps to make your Close CRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Close CRM in workflow

Pick Close CRM app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Close CRM

When prompted, authorize access to Close CRM in WEXTL once. Close CRM credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Close CRM account. Approve?

STEP 3

Build a workflow

Build your workflow with Close CRM yourself or with WEXTL® AI Builder. Connect Close CRM to any available integrations [5], or use HTTP node to go beyond them.

Close CRM

How Close CRM connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Close CRM app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Close CRM supports.

Full Close CRM API documentation

The following table illustrates what fields Close CRM integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Close CRM is connected in WEXTL builder [4].

Field	Type	Help
API KeyRequired	password	Your Close API key (found under Settings > Developer > API Keys). Sent via HTTP Basic authentication.

Connect Close CRM to popular apps on WEXTL

Enter a name of the other app you want to sync with Close CRM below. Click on selected app to explore integration options with Close CRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Close CRM integration

Select Watch Emails trigger from Close CRM - this will be a starting point in your automation. Whenever event happens in Close CRM, workflow will start [7] from Watch Emails node.

Search for Get Email Thread, connect it as the next step of integration sequence. You can use filters between Watch Emails and Get Email Thread, so only important data pass from Watch Emails to the next step. WEXTL gives you full control over the process of Close CRM automation. All parts of workflow are visible on the canvas [4].

Close CRM on WEXTL has 79 modules for combining crm automations. Explore Close CRM documentation for more.

Video slide demonstrates how Watch Emails and Get Email Thread nodes are used in Close CRM workflow.

Video slide demonstrates how Watch Emails and Get Email Thread [6] nodes are used in Close CRM workflow.

Frequently asked questions

Common questions about automating Close CRM in your workflows.

Close CRM has 9 triggers, including "Watch Activities", "Watch Calls", and "Watch Custom Activities", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 70 actions, including "Get Activity Report", "Get Call", and "Get Current User", and more. Refer to our Close CRM Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Close CRM integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Close CRM official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Close CRM provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Close CRM or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Close CRM inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Close CRM modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Close CRM integration.

Close CRM integration source code, module specs and credentials implementation.
Internal Close CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Close CRM vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Close CRM App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Close CRM Integration

Supported triggers and actions for Close CRM integration