Close CRM

The Close CRM plugin allows you to access and analyze your Close CRM data. With this plugin, you can gain deeper insights into your leads and make them actionable. The plugin provides information on lead objects, which can contain multiple contact, opportunity, task, activity, and address objects. Contact objects do not have addresses, while activities can have different types such as call, note, meeting, sms, and email. Each object contains fields like date_created, date_updated, created_by, and updated_by. Leads have additional fields like name, status_id, and url. Contacts have fields like name, title, phone, email, and url. Addresses have fields like type, address_1, address_2, city, state, zipcode, and country. Opportunities have fields like status_id, status_type (active, won, or lost), close_date, confidence, value, period, and note. Tasks have fields like type, assigned_to, is_complete, text, and date. Activities have fields like user_or_group_id, contact_id, and type. Call activities have additional fields like call_method, disposition, cost, duration, direction, local_phone, and remote_phone. Email activities have additional fields like status, direction, envelope, subject, body_text, sequence_id, and sequence_name. Meeting activities have additional fields like title, location, source, status, attendees, duration, starts_at, ends_at, and is_recurring. Note activities have an additional field called note, and sms activities have additional fields like status, direction, local_phone, remote_phone, text, and attachments. Custom activities have fields like custom_activity_type_id and status (draft or published). The plugin also provides search functionality for activity counts on leads, computed fields on leads, contact info on leads, and searching for activities. It is important to strictly follow the field schema for search queries and use the correct IDs for fields and terms. The plugin also offers endpoints for lead summary and lead activity summary to help with summarizing leads and creating personalized content.