Close connector for Okou
Connect your Close account to manage leads, contacts, and opportunities.
Sales & operations · OAuth (Recommended)
Use Close in Okou
Close CRM API for sales management.
Once connected, supported Close actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Close
- Get Current User
- Get Organization Info
- List Users
- Leads
- List Leads
- Get a Lead
- Create a Lead
- Update a Lead
How the Close connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Close
Choose OAuth (Recommended).
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Close securely
Use the connection method that fits your account and grant only the access the workflow needs.
- OAuth (Recommended)
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Close connector questions
- What can Okou do with Close?
- Connect your Close account to manage leads, contacts, and opportunities. Documented actions include: Get Current User. Get Organization Info.
- How do I connect Close to Okou?
- Connect Close using OAuth (Recommended). The connection controls which supported actions a workflow can use.
- Can Close run in an automated workflow?
- Yes. After it is connected, supported Close actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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