Revenue CRM - Close
API capability pack for bounded Close REST API v1 operations against https://api.close.com/api/v1 only. Enroll a Close API connection named close that injects HTTP Basic authentication using the Close API key as the username and an empty password; no credential is embedded in this manifest. The pack reads leads, contacts, opportunities, tasks, notes, pipelines, lead statuses, opportunity statuses, users, and organizations for revenue operations, lead triage, pipeline review, and activity briefing. It supports approval-gated single-record creation and updates for leads, contacts, opportunities, lead tasks, and notes. The pack intentionally excludes deletes, lead merge, bulk task updates, exports, reports, webhook administration, custom-field administration, file upload/download, attachments on notes, email/SMS/call activity creation or sending, sequence/cadence automation, OAuth token generation, custom host switching, and arbitrary Close API passthrough.
What this pack installs
- Close lead activity brief Recipe
- Create Close lead intake Recipe
- Close revenue operations digest Recipe
- Create Close opportunity follow-up Recipe
- Add Close lead note Recipe
- close Ingredient
Trust & control
What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.