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Close CRM Integration Guide

Connect Close CRM with enterprise applications through its REST API, selected-event webhooks, OAuth 2.0, and Martini workflows.

Close CRM integration options at a glance

Close CRM provides a REST API for reading and modifying Leads, Contacts, Opportunities, Activities, Users, and related CRM data. It supports API key authentication and OAuth 2.0 for delegated application access. Close also provides webhook-style notifications for selected resources and events, although coverage should be confirmed for each integration. Martini can consume the REST API, expose endpoints for inbound Close notifications, paginate through list responses, map Close JSON into canonical models, and orchestrate scheduled or event-driven synchronization. For larger loads, workflows can use bounded batches, checkpoints, retries, and idempotent writes rather than assuming a universal bulk API.

Integration pointSupported by Close CRM?Common use casesHow Martini supports it
REST APIsYesRead and modify Leads, Contacts, Opportunities, Activities, Users, custom fields, and related CRM data; search or filter supported resources.Martini can consume the Close REST API from workflows, map JSON payloads, expose coordinating APIs, and handle pagination, retries, and response validation.
Webhooks / outbound callbacksLimitedReceive notifications for selected supported Close resources or events when data changes.Martini can expose a REST endpoint, validate the notification, retrieve the authoritative Close object when needed, and invoke downstream workflows. Event coverage must be confirmed per resource.
AuthenticationYesAuthenticate API requests with an API key over HTTP Basic Authentication or use OAuth 2.0 for delegated organization or user-authorized access.Martini can store API keys, OAuth client credentials, access tokens, and refresh tokens in secured environment configuration or secrets.
Pagination and incremental synchronizationYesProcess list responses in bounded pages and implement incremental reads where the relevant Close endpoint supports suitable creation or update filters.Martini workflows can persist page or cursor checkpoints, process pages transactionally where practical, and resume safely after failures.
Bulk / async / batch APIsNot confirmedA universal Close bulk or asynchronous API should not be assumed for every object.Martini can use endpoint-supported pagination, bounded batching, throttling, checkpointing, and retries for larger synchronizations.
File / attachment APIsLimitedHandle communication-related content or attachments in supported Close activities and CRM record contexts.Martini can transfer or transform files when the specific Close resource and operation support it, but attachment behavior should be confirmed before generalizing the design.
SDKsNot confirmedUse developer resources or a language-specific SDK if availability and maintenance are confirmed for the target implementation.Martini can call the REST API directly and can use JVM-compatible custom logic when an SDK or specialized transformation is appropriate.
Database / analytics accessNoDirect Close database access was not confirmed for integration or analytics workloads.Martini should use the Close REST API and supported notifications rather than relying on database access.

How Close CRM exposes data and business events

Close CRM REST APIs

Close provides REST endpoints for reading and modifying Leads, Contacts, Opportunities, Activities, Users, custom fields, and related CRM data. List operations use pagination, while filtering and incremental synchronization behavior depends on the individual resource.

Martini implementation pattern

Martini implementation pattern: a workflow authenticates to Close, retrieves or submits JSON through the REST API, validates responses, maps data to a canonical or target model, and records checkpoints and correlation details. For writes, the workflow applies ownership, deduplication, and business rules before calling Close.

Implementation sequence

Authenticate with an API key or OAuth 2.0 credential
Retrieve a bounded page or receive an API operation request
Validate the Close response and required relationships
Map Close JSON into the canonical or target model
Apply ownership, deduplication, and field precedence rules
Write the result to Close or a downstream system using an idempotent reference

Close CRM Webhooks

Close supports webhook-style notifications for selected resources and events. Coverage is not guaranteed for every Close object, field, or event, so the required notification types and payload behavior should be confirmed before implementation.

Martini implementation pattern

Martini implementation pattern: expose a secured REST API for Close notifications, validate and persist the event signal, acknowledge promptly, and start asynchronous processing. When the payload is incomplete, the workflow retrieves the authoritative Close object before mapping and routing it. Periodic reconciliation supplements webhook delivery.

Implementation sequence

Receive the Close notification at a Martini API endpoint
Validate the request and capture the event identifier when available
Acknowledge the notification promptly
Retrieve the current Close object when the payload lacks required detail
Map the event and object into the downstream model
Apply routing and duplicate controls before invoking downstream workflows

Close CRM Scheduled Synchronization

Scheduled reads are appropriate for reconciliation, historical loads, and resources without sufficient webhook coverage. Close list operations should be processed with pagination and endpoint-specific filtering rather than assuming a universal change-data-capture mechanism.

Martini implementation pattern

Martini implementation pattern: a scheduler starts a workflow that reads Close pages, persists progress, transforms each object, and writes results to a target application or database. The workflow uses bounded concurrency, backoff for rate limits, and restartable checkpoints for long-running loads.

Implementation sequence

Start the synchronization on a defined schedule
Load the last successful page, cursor, or object checkpoint
Retrieve the next bounded Close page
Transform and validate each Lead, Contact, Opportunity, or Activity
Write idempotently to the target system
Persist progress and route rejected objects for review

Close CRM Authentication

Close supports API key authentication using HTTP Basic Authentication and OAuth 2.0 for delegated application access. OAuth permissions and token behavior should be confirmed during application registration and authorization.

Martini implementation pattern

Martini implementation pattern: store Close credentials in secured configuration, select the authentication mode appropriate to the deployment, and inject credentials into REST requests without exposing them in workflow mappings, public APIs, logs, or error payloads.

Implementation sequence

Select API key or OAuth 2.0 for the integration context
Store credentials in Martini secrets or secured environment configuration
Request or refresh OAuth tokens when applicable
Call the Close REST API with least-privilege credentials
Separate credentials across development, testing, and production
Rotate or revoke credentials through the relevant operational process

Common Close CRM integration patterns

Pattern 1: Synchronize qualified Leads and Contacts

When to use this pattern

Use this pattern when a marketing platform or customer-data process qualifies people and organizations for sales follow-up in Close. The workflow normalizes email addresses, phone numbers, lifecycle values, ownership, and custom fields before writing to Close, while deterministic matching prevents duplicate Leads or Contacts.

Integration direction
HubSpot
Martini
Close CRM
Example Mapping
Close CRM FieldCanonical FieldTarget Field
emailcontact.emailContacts.email
company namelead.nameLeads.name
lifecycle statuslead.lifecycleStatusLeads.custom_fields.lifecycle_status
owner identifiersales.ownerExternalIdUsers.id
Martini implementation pattern

Martini receives a source event or scheduled extract, validates required identity fields, resolves an existing Close Lead or Contact using external IDs or normalized email, and creates or updates the appropriate object. Validation failures are quarantined, transient API failures are retried, and successful identifiers are stored for later reconciliation.

Martini capabilities used
  • workflows
  • API consumption
  • data mapping
  • business rules
  • error handling
  • retry handling

Pattern 2: Send approved Opportunities to finance

When to use this pattern

Use this pattern when Close Opportunities should enter a finance or commercial process only after reaching a defined stage or approval condition. The integration maps stage, value, confidence, expected close date, ownership, and custom fields, and uses an external reference to make retries safe.

Integration direction
Close CRM
Martini
NetSuite
Example Mapping
Close CRM FieldCanonical FieldTarget Field
Opportunity statusopportunity.stagesalesOrder.opportunityStage
valueopportunity.amountsalesOrder.amount
confidenceopportunity.probabilitysalesOrder.probability
expected close dateopportunity.expectedCloseDatesalesOrder.expectedCloseDate
Martini implementation pattern

A scheduled workflow or supported Close notification starts the process. Martini retrieves the current Opportunity, checks stage and approval rules, enriches ownership and customer references, and writes to NetSuite. The workflow stores the Close ID and target ID, retries transient failures, and routes validation or mapping errors to operational review.

Martini capabilities used
  • workflow orchestration
  • webhook processing
  • API consumption
  • data transformation
  • business rules
  • idempotency
  • monitoring

Pattern 3: Process sales activity notifications

When to use this pattern

Use this pattern when calls, emails, SMS messages, notes, tasks, or meetings need to notify collaboration or analytics systems. Activity types must be mapped explicitly because different Close activity structures carry different fields and replaying a write can duplicate sales history.

Integration direction
Close CRM
Martini
Slack
Example Mapping
Close CRM FieldCanonical FieldTarget Field
activity typesalesActivity.typemessage.activityType
activity datesalesActivity.occurredAtmessage.timestamp
Lead IDsalesActivity.leadIdmessage.leadReference
Opportunity statussalesActivity.opportunityStagemessage.stage
Martini implementation pattern

Martini receives a selected Close event or polls for changed Activities, retrieves related Lead or Opportunity data when needed, and applies routing rules by team, activity type, or stage. It publishes a normalized Slack notification or analytics message, suppresses duplicate event identifiers, and records failures without exposing sensitive message content.

Martini capabilities used
  • API-triggered workflows
  • data mapping
  • conditional routing
  • business rules
  • duplicate detection
  • error handling

Pattern 4: Reconcile Close CRM with another CRM

When to use this pattern

Use this pattern for CRM migration, coexistence, or periodic reconciliation involving Leads, Contacts, Opportunities, and selected Activities. It is useful when webhook coverage is incomplete or when the organization needs a controlled, restartable historical load.

Integration direction
Close CRM
Martini
Salesforce
Example Mapping
Close CRM FieldCanonical FieldTarget Field
Lead IDcustomer.externalIdAccount.externalCloseId
Contact emailperson.emailContact.Email
Opportunity valuepipeline.amountOpportunity.Amount
Activity typeinteraction.typeTask.Type
Martini implementation pattern

A scheduled Martini workflow reads paginated Close resources, stores checkpoints, resolves relationships, and applies object-specific transformations. External IDs and normalized email matching determine updates, while rejected records enter an error queue or reconciliation report. Bounded concurrency and exponential backoff protect both systems during historical loads.

Martini capabilities used
  • scheduled workflows
  • pagination
  • checkpointing
  • data mapping
  • reconciliation
  • retry handling
  • operational reporting

Applications commonly integrated with Close CRM

Close CRM can be integrated with adjacent sales, communication, collaboration, scheduling, and finance applications. Martini can coordinate these systems through their supported APIs, notifications, authentication methods, and data models while applying customer-specific ownership, deduplication, and lifecycle rules.

Application Scenario Direction Martini Pattern
Salesforce Synchronize or migrate Leads, Contacts, Opportunities, and selected sales activities during CRM consolidation or coexistence. Close CRM → Martini → Salesforce Use scheduled REST API reads or supported Close notifications, match records using external IDs, map pipeline and activity fields, and write Salesforce changes with retry and reconciliation handling.
HubSpot Coordinate marketing-qualified contacts and sales pipeline information between HubSpot and Close CRM. HubSpot → Martini → Close CRM Receive or retrieve qualified contacts from HubSpot, normalize email and lifecycle data, apply duplicate rules, and create or update Close Leads and Contacts through its REST API.
Gmail Associate relevant email communication with Close Contacts, Leads, and sales activities. Gmail → Martini → Close CRM Consume supported Gmail or Google Workspace events and APIs, resolve the related Close Contact or Lead, and create or update the appropriate Close Activity while protecting message content in logs.
Microsoft Outlook / Microsoft 365 Connect corporate email and calendar activity with Close sales records and workflows. Microsoft 365 → Martini → Close CRM Orchestrate Microsoft 365 events or API reads, match participants to Close Contacts, and map calendar or email activity into the applicable Close objects subject to confirmed endpoint behavior.
Slack Notify sales teams about new Opportunities, ownership changes, and important Close activities. Close CRM → Martini → Slack Receive selected Close notifications or poll for changes, apply routing rules by team or Opportunity stage, and publish normalized messages to Slack with retry and duplicate suppression.
Zoom Associate meeting or call-related information with Close Activities and sales workflows. Zoom → Martini → Close CRM Consume supported Zoom notifications or API data, resolve the related Lead or Contact, map meeting details into Close Activities, and route failures for review when relationships cannot be determined.
Calendly Create or update Close Activities or Opportunities when prospects book sales meetings. Calendly → Martini → Close CRM Receive Calendly notifications or retrieve booking data, normalize invitee details, match or create the Close Contact, and create the required activity through a controlled workflow.
NetSuite Send approved Close Opportunities or customer information into commercial and finance processes. Close CRM → Martini → NetSuite Trigger on selected pipeline conditions or scheduled reconciliation, map value, stage, ownership, and close-date fields, and write approved data to NetSuite with idempotency and error handling.

How to build a Close CRM integration in Martini

Objective

Choose the Close authentication model and establish environment-specific configuration without embedding credentials in workflow logic.

Instructions in Martini

  • Select API key authentication or OAuth 2.0 based on the authorization model.
  • Store API keys, OAuth client credentials, and tokens in Martini secrets or secured environment configuration.
  • Use separate credentials and permissions for development, testing, and production.
  • Confirm the Close permissions required for each object and operation.

Objective

Select an event-driven, API-driven, or scheduled entry point based on Close webhook coverage and synchronization requirements.

Instructions in Martini

  • Use a Martini API and start-trigger workflow for supported Close notifications.
  • Use a scheduler for reconciliation, historical loads, or resources without sufficient event coverage.
  • Expose controlled Martini APIs when another system needs to initiate Close operations.
  • Confirm selected-event coverage for the specific Close resource.

Objective

Obtain the authoritative Close object or page of objects and preserve enough state to resume safely.

Instructions in Martini

  • Call the Close REST API for Leads, Contacts, Opportunities, Activities, Users, or custom fields.
  • Process list responses in bounded pages and persist page, cursor, or object checkpoints.
  • Retrieve the full object when a webhook payload does not contain required fields.
  • Apply throttling and backoff for rate limits and transient failures.

Objective

Convert Close JSON and object relationships into a canonical or target application model.

Instructions in Martini

  • Map Close IDs and external IDs explicitly.
  • Normalize contact details, ownership, lifecycle values, stages, dates, and amounts.
  • Maintain configurable mappings for Close custom-field identifiers.
  • Handle missing or newly added fields without failing unrelated objects.

Objective

Control which records are created, updated, routed, or rejected before writing to another system.

Instructions in Martini

  • Apply duplicate detection using external IDs or normalized email addresses.
  • Check Opportunity stage, approval, ownership, and data-quality conditions.
  • Distinguish Leads, Contacts, Opportunities, and Activities in routing logic.
  • Store event identifiers and use idempotency controls for replayable workflows.

Objective

Persist transformed data in Close or downstream applications while making retries safe.

Instructions in Martini

  • Create or update Close objects through the REST API when the source system is authoritative.
  • Write approved Opportunities, Contacts, or Activities to downstream systems using external references.
  • Classify validation, authorization, rate-limit, transient, and permanent errors.
  • Route permanently rejected objects to an operational review process.

Common Close CRM data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
LeadsRepresent organizations or sales opportunities and contain contacts, custom fields, activities, and opportunity data.Salesforce, HubSpot, NetSuite, data warehousesMartini retrieves or writes Leads through the REST API, applies external-ID and duplicate rules, and maps related data into target schemas.
ContactsRepresent people associated with Leads, including names, email addresses, phone numbers, and other contact details.HubSpot, Salesforce, Gmail, Microsoft 365Martini normalizes contact details, resolves Lead relationships, and creates or updates Contacts using idempotent matching rules.
OpportunitiesTrack pipeline opportunities with status, value, confidence, expected close information, ownership, and custom fields.NetSuite, Salesforce, reporting stores, SlackMartini applies stage and approval rules, maps commercial fields, and writes Opportunities downstream with external references to prevent duplicates.
ActivitiesCapture calls, emails, SMS messages, notes, tasks, and meetings associated with sales work.Slack, Salesforce, analytics platforms, communication systemsMartini maps activity types explicitly, retrieves additional context when required, and uses cautious replay handling because duplicate activities create repeated sales history.
UsersRepresent Close users responsible for Leads, Contacts, Opportunities, and activities.Identity directories, Salesforce, workforce reportingMartini maps ownership identifiers, validates assignments, and applies fallback or exception rules when a target user cannot be resolved.
Custom fieldsStore organization-specific attributes on Leads, Contacts, and Opportunities.CRM platforms, data warehouses, ERP systemsMartini uses configurable field mappings, tolerates missing or newly added fields, and versions transformations when schemas change.

Authentication and security considerations

Authentication options

Close supports API key authentication through HTTP Basic Authentication and OAuth 2.0 for delegated application access. Select the model appropriate to the organization and authorization boundary.

Credential protection

  • Store API keys, OAuth client credentials, access tokens, and refresh tokens in Martini secrets or secured environment configuration.
  • Use least-privilege permissions and separate credentials for development, testing, and production.
  • Account for OAuth token expiration and refresh behavior.
  • Do not expose Close credentials through public Martini APIs, mappings, logs, or error payloads.

Data protection

Email content, phone numbers, call notes, and sales information may be sensitive. Restrict exposed endpoints and avoid logging message content or credentials.

Operational considerations for Close CRM integrations

Rate limits and retries

Confirm current Close limits for the account and endpoints. Use bounded concurrency, exponential backoff for HTTP 429 and transient 5xx responses, and separate historical loads from real-time processing.

Pagination and checkpoints

Process list results in bounded pages and persist page, cursor, or object checkpoints. Do not assume that a long-running result set remains static.

Idempotency and relationships

Store Close IDs and external IDs, use deterministic matching rules, and treat Activities carefully because replaying a write can create duplicate sales history. Confirm whether related objects are embedded or require additional retrieval.

Webhooks and reconciliation

Close webhook coverage is selected-event coverage. Validate notifications, acknowledge promptly, persist event identifiers where available, and use periodic reconciliation because notifications may not provide complete records or replace polling.

Schema and testing

Custom fields can vary between Close organizations. Maintain configurable mappings, tolerate optional fields, version transformations, and test authentication, pagination, rate limits, duplicate handling, relationship resolution, and schema changes before production deployment.

Observability

Capture object type, object ID, workflow correlation ID, retry count, and available request metadata without recording credentials or sensitive message content. Route permanent data errors to operational review.

Why use Martini instead of scripts or point-to-point integrations?

Beyond point-to-point scripts

Martini provides a maintainable workflow layer for Close CRM integrations instead of scattering API calls, credentials, mappings, and retry logic across scripts or individual application links.

  • Consume Close REST APIs and receive selected webhook notifications through controlled workflows.
  • Expose normalized APIs that shield other systems from Close-specific JSON schemas.
  • Reuse mappings, validation, ownership rules, deduplication, checkpoints, and error handling across synchronization processes.
  • Combine scheduled reconciliation with event-driven processing when webhook coverage is incomplete.
  • Keep authentication and environment-specific configuration separate from integration logic.
  • Support operational monitoring, controlled retries, and restartable data migrations.

Frequently asked questions

How can Close CRM be integrated with enterprise systems?

Close CRM can be integrated through its REST API, API key or OAuth 2.0 authentication, and webhook-style notifications for selected resources and events. Enterprise workflows typically use paginated API reads, controlled writes, scheduled reconciliation, and event-driven processing where the required Close notifications are available.

Can Martini integrate with Close CRM?

Yes. Martini can consume the Close REST API, receive supported Close webhook notifications through a Martini API, expose APIs for systems that need to initiate Close operations, and map Close JSON into connected application or database schemas.

Do I need a connector to integrate Close CRM with Martini?

No. A dedicated Close CRM connector is not required. Martini can integrate with Close using its native REST API, supported webhook mechanisms, API key or OAuth 2.0 authentication, and workflows for orchestration, mapping, validation, and error handling.

Is there any extra Lonti cost to integrate Close CRM with Martini?

Lonti does not charge an additional per-connector or per-vendor fee to integrate Close CRM. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Close, cloud infrastructure, or other third-party systems depending on subscription, usage, and deployment model.

Which Close CRM integration methods should be used?

The Close REST API is the primary integration method for Leads, Contacts, Opportunities, Activities, Users, and custom fields. Selected-event webhook notifications are useful for event-driven processing, while scheduled paginated reads provide reconciliation and coverage where notifications are unavailable. No official Close GraphQL or SOAP API was confirmed.

Can Close CRM trigger a Martini workflow?

Close supports webhook-style notifications for selected resources and events. Martini can expose a REST endpoint to receive those notifications and start a workflow, but event coverage and payload behavior should be confirmed for the specific Close object and event. Important integrations should also use scheduled reconciliation.

How should Close CRM synchronization handle pagination, errors, and duplicates?

Use bounded paginated reads, persisted checkpoints, endpoint-appropriate filters, and controlled concurrency. Martini workflows can classify errors, apply exponential backoff to rate limits and transient failures, and use Close IDs, external IDs, and event identifiers to make retries idempotent and reduce duplicate Leads, Contacts, Opportunities, or Activities.

Can Martini expose an API façade for Close CRM?

Yes. Martini can expose a controlled REST API that accepts normalized requests, applies authorization and business rules, and orchestrates Close REST API operations. This can shield consuming applications from Close-specific schemas while centralizing validation, mapping, observability, and error handling.

Related Martini documentation

API Integration

Workflows

Security

Reliability

Build a reliable Close CRM integration with Martini

Use Martini to connect Close CRM with enterprise applications through REST APIs, selected-event webhooks, secure authentication, scheduled synchronization, and maintainable workflows.

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