Close Source

Ingest your event data from Close into RudderStack.

  •   3 minute read  

Close is a sales-focused customer relationship management software. It helps businesses manage leads, track communication, and automate sales processes to boost productivity and close more deals.

This guide will help you set up Close as a source in RudderStack.

Getting started

Follow these steps to set up your Close source in the RudderStack dashboard:

  1. Go to your RudderStack dashboard and click Add Source. From the list of Event Streams sources, select Close CRM.
  2. Assign a name to your source and click Continue.
  3. Your Close source is now configured. Note the Webhook URL by going to the Settings tab.
Close CRM webhook URL

Subscribe to the webhook

To receive events data successfully in RudderStack through Close, you must subscribe to the webhook (noted in the above section).

A sample snippet to subscribe the webhook URL:

curl --location 'https://api.close.com/api/v1/webhook/' \
--header 'Content-Type: application/json' \
--header 'Accept: application/json' \
--header 'Authorization: Basic YXBpXzZraUJxZ1BmR3U4SVZEMWk5OTZnUjIuNWFac0tvTm5iVlZkWEV3eEkyTW5vVzo=' \
--data '{
    "url": "https://webhook.site/44541847-0141-4647-be05-4ff6b31d8d93",
    "events": [
        {
            "object_type": "lead",
            "action": "created"
        },
        {
            "object_type": "lead",
            "action": "updated"
        },
        {
            "object_type": "activity.call",
            "action": "created"
        },
        {
            "object_type": "activity.note",
            "action": "created"
        },
        {
            "object_type": "activity.note",
            "action": "updated"
        }
    ]
}'

See Close webhooks documentation for more information.

Event transformation

RudderStack ingests all the Close events as track events, after converting them into the appropriate event format.

Property mappings

RudderStack maps the following Close properties from the event payload to the RudderStack fields:

Close PropertyRudderStack PropertyNote
event.object_type + event.actionevent-
event.lead_iduserIdRudderStack does not use user_id as it is assigned to the user who creates the lead.
event.date_updatedoriginalTimestampRudderStack converts it to the ISO 8601 date format yyyy-MM-ddTHH:mm:ss.SSSZ
eventpropertiesContains all the event data (even mapped to other fields).
subscriptionIdproperties.subscription_id-
event.idmessageId-

A sample input payload ingested by RudderStack:

{
  "event": {
    "date_created": "2019-01-15T12:48:23.395000",
    "meta": {
      "request_method": "PUT",
      "request_path": "/api/v1/opportunity/oppo_7H4sjNso7FyBFaeR3RXi5PMJbilfo0c6UPCxsJtEhCO/"
    },
    "id": "ev_2sYKRjcrA79yKxi3S4Crd7",
    "action": "updated",
    "date_updated": "2019-01-15T12:48:23.395000",
    "changed_fields": [
      "confidence",
      "date_updated",
      "status_id",
      "status_label",
      "status_type"
    ],
    "previous_data": {
      "status_type": "active",
      "confidence": 70,
      "date_updated": "2019-01-15T12:47:39.873000+00:00",
      "status_id": "stat_3FD9DnGUCJzccBKTh8LiiKoyVPpMJsOkJdcGoA5AYKH",
      "status_label": "Active"
    },
    "organization_id": "orga_XbVPx5fFbKlYTz9PW5Ih1XDhViV10YihIaEgMEb6fVW",
    "data": {
      "contact_name": "Mr. Jones",
      "user_name": "Joe Kemp",
      "value_period": "one_time",
      "updated_by_name": "Joe Kemp",
      "date_created": "2019-01-15T12:41:24.496000+00:00",
      "user_id": "user_lAm7YqrzZj00t1GLK5eTOaRgdkNChswxydbhUhGRbcM",
      "updated_by": "user_lAm7YqrzZj00t1GLK5eTOaRgdkNChswxydbhUhGRbcM",
      "value_currency": "USD",
      "organization_id": "orga_XbVPx5fFbKlYTz9PW5Ih1XDhViV10YihIaEgMEb6fVW",
      "status_label": "Won",
      "contact_id": "cont_BwlwYQkIP6AooiXP1CMvc6Zbb5gGh2gPu4dqIDlDrII",
      "status_type": "won",
      "created_by_name": "Joe Kemp",
      "id": "oppo_8H4sjNso7FyBFaeR3RXi5PMJbilfo0c6UPCxsJtEhCO",
      "lead_name": "KLine",
      "date_lost": null,
      "note": "",
      "date_updated": "2019-01-15T12:48:23.392000+00:00",
      "status_id": "stat_wMS9M6HC2O3CSEOzF5g2vEGt6RM5R3RfhIQixdnmjf2",
      "value": 100000,
      "created_by": "user_lAm7YqrzZj00t1GLK5eTOaRgdkNChswxydbhUhGRbcM",
      "value_formatted": "$1,000",
      "date_won": "2019-01-15",
      "lead_id": "lead_zwqYhEFwzPyfCErS8uQ77is2wFLvr9BgVi6cTfbFM68",
      "confidence": 100
    },
    "request_id": "req_4S2L8JTBAA1OUS74SVmfbN",
    "object_id": "oppo_7H4sjNso7FyBFaeR3RXi5PMJbilfo0c6UPCxsJtEhCO",
    "user_id": "user_lAm7YqrzZj00t1GLK5eTOaRgdkNChswxydbhUhGRbcM",
    "object_type": "opportunity",
    "lead_id": "lead_zwqYhEFwzPyfCErS8uQ77is2wFLvr9BgVi6cTfbFM68"
  },
  "subscription_id": "whsub_8AmjKCZYT3zI8eZoi4HhFC"
}

The RudderStack-transformed event payload is shown below:

{
  "context": {
    "library": {
      "name": "unknown",
      "version": "unknown"
    },
    "integration": {
      "name": "CloseCRM"
    }
  },
  "integrations": {
    "CloseCRM": false
  },
  "type": "track",
  "event": "opportunity updated",
  "userId": "lead_zwqYhEFwzPyfCErS8uQ77is2wFLvr9BgVi6cTfbFM68",
  "messageId": "ev_2sYKRjcrA79yKxi3S4Crd7",
  "originalTimestamp": "2019-01-TuT12:48:23.395+00:00",
  "properties": {
    "date_created": "2019-01-15T12:48:23.395000",
    "meta": {
      "request_method": "PUT",
      "request_path": "/api/v1/opportunity/oppo_7H4sjNso7FyBFaeR3RXi5PMJbilfo0c6UPCxsJtEhCO/"
    },
    "id": "ev_2sYKRjcrA79yKxi3S4Crd7",
    "action": "updated",
    "date_updated": "2019-01-15T12:48:23.395000",
    "organization_id": "orga_XbVPx5fFbKlYTz9PW5Ih1XDhViV10YihIaEgMEb6fVW",
    "data": {
      "contact_name": "Mr. Jones",
      "user_name": "Joe Kemp",
      "value_period": "one_time",
      "updated_by_name": "Joe Kemp",
      "date_created": "2019-01-15T12:41:24.496000+00:00",
      "user_id": "user_lAm7YqrzZj00t1GLK5eTOaRgdkNChswxydbhUhGRbcM",
      "updated_by": "user_lAm7YqrzZj00t1GLK5eTOaRgdkNChswxydbhUhGRbcM",
      "value_currency": "USD",
      "organization_id": "orga_XbVPx5fFbKlYTz9PW5Ih1XDhViV10YihIaEgMEb6fVW",
      "status_label": "Won",
      "contact_id": "cont_BwlwYQkIP6AooiXP1CMvc6Zbb5gGh2gPu4dqIDlDrII",
      "status_type": "won",
      "created_by_name": "Joe Kemp",
      "id": "oppo_8H4sjNso7FyBFaeR3RXi5PMJbilfo0c6UPCxsJtEhCO",
      "lead_name": "KLine",
      "note": "",
      "date_updated": "2019-01-15T12:48:23.392000+00:00",
      "status_id": "stat_wMS9M6HC2O3CSEOzF5g2vEGt6RM5R3RfhIQixdnmjf2",
      "value": 100000,
      "created_by": "user_lAm7YqrzZj00t1GLK5eTOaRgdkNChswxydbhUhGRbcM",
      "value_formatted": "$1,000",
      "date_won": "2019-01-15",
      "lead_id": "lead_zwqYhEFwzPyfCErS8uQ77is2wFLvr9BgVi6cTfbFM68",
      "confidence": 100
    },
    "request_id": "req_4S2L8JTBAA1OUS74SVmfbN",
    "object_id": "oppo_7H4sjNso7FyBFaeR3RXi5PMJbilfo0c6UPCxsJtEhCO",
    "user_id": "user_lAm7YqrzZj00t1GLK5eTOaRgdkNChswxydbhUhGRbcM",
    "object_type": "opportunity",
    "lead_id": "lead_zwqYhEFwzPyfCErS8uQ77is2wFLvr9BgVi6cTfbFM68",
    "subscription_id": "whsub_8AmjKCZYT3zI8eZoi4HhFC"
  }
}

FAQ

Does Close retry event delivery in case of a failure?

Yes, Close retries failed event deliveries with a retry interval that exponentially backs off up to every 20 minutes. Further, Close retries sending events up to 72 hours before dropping them.

Does the Close support event ordering?

No, Close does not ensure event ordering due to event consolidation, delivery parallelism/retries and other factors.

Questions? Contact us by email or on Slack