Close CRM
Connect Close CRM to the systems that support sales, marketing, customer service, finance, ERP, reporting, and operational workflows. Flowgear uses the Close CRM Node's embedded OpenAPI document to expose supported Query, Create, Update, Delete, and Action methods, so workflows can read CRM data, create and update supported resources, remove records where the Close API allows it, and run supported non-CRUD actions such as merge, report, export, file, bulk-action, or field-enrichment operations. Flowgear supports OAuth or API-key authentication, route and query options, JSON request bodies, internal paging, and normalized response rows so Close CRM integrations are easier to build and maintain.
Overview
Close CRM is a sales-focused customer relationship management platform for managing leads, communications, opportunities, tasks, reporting, and sales activity. The Flowgear Close CRM connector stores the Close API base URL, authentication mode, API key or OAuth credentials, token state, scopes, and request timeout in a Connection profile, then uses that profile for validation and runtime API calls.
Use Close CRM with Flowgear when sales and operational data needs to move between Close and CRM, marketing, finance, ERP, reporting, or custom systems. The node lets designers pick supported operation templates without live credentials, validates required route values before requests are sent, handles list and event paging internally, unwraps Close data arrays into workflow rows, preserves collection metadata, and exposes provider errors in a consistent response structure.
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