Low-code orchestration
Connect, compose and ship AI features faster.
Close Integrations
The easy-to-use CRM built for the way small businesses actually sell: fast, automated, and focused on customer relationships.
Multi-tenant deployment
Isolate customer credentials and configurations at scale.
Governed access
Apply policies, field controls and audit trails across usage.
Embedded experience
Deliver workflows natively inside your product.
CONNECTOR OVERVIEW
Create automations with our Close connector
Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Close, so you can provide in-app Close integrations for your end users.
PRODUCT USE CASES
Top Use Cases for Close Integrations
As an integration platform Cyclr enables you to build your own custom workflows with low code tools. It transforms your API into a visual, front-end and code free environment that can be used by your commercial teams. Enabling them to respond and solve your customers integration requests.
Ecommerce
- Create deals, companies and contacts from website form fills
- Update deal stages and deals based on a form fill
- Associate products to a deal from a form fill
- Add chat bot conversations to customer records
ORCHESTRATION
How Close works with Cyclr
Cyclr sits between your SaaS product and Close to handle authentication, govern access and orchestrate every API call per customer, at scale.
- 1
Your SaaS product
Your app requests an action for a specific customer.
- 2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
- 3
Close
Close processes the request and returns a response to your app.
Customer-specific authentication · Governed data movement · Centralized visibility and audit
CONNECTOR COVERAGE
Available connector capabilities
Explore Close methods you can orchestrate through Cyclr.
Contacts8
Search Contacts (Manually)
ActionSearch contacts by providing the JSON copied from within Closes Visual Query Builder.
Create Contact
ActionCreate a new contact.
List Updated Contacts
ActionList all contacts updated since last run.
List New Contacts
ActionList all contacts created since last run.
Update Contact
ActionUpdated the specified contact.
List Contacts
ActionList all contacts
Get Contact
ActionGet the specified contact.
List Contacts (Incrementally)
ActionList all contacts incrementally.
Leads8
List Leads
ActionList all leads.
List Leads (Incrementally)
ActionList all leads incrementally.
Get Lead
ActionGet the specified lead.
Create Lead
ActionCreate a new lead.
List Updated Leads
ActionList all leads updated since last run.
Search Leads (Manually)
ActionSearch leads by providing the JSON copied from within Closes Visual Query Builder.
Update Lead
ActionUpdate the specified lead.
List New Leads
ActionList all leads created since last run.
TECHNICAL DETAILS
Close integration and API details
Review the sourced authentication and API behaviour used when configuring customer-facing Close integrations in Cyclr.
API and authentication
- API host
Not specified- Authentication
- See Connector in Console
- Credentials
Review the connector installation fields in Cyclr Console.
- Method categories
See available methods
Pagination and rate limits
Pagination
Method-specific behavior should be confirmed before implementation.
Rate limits
Refer to the vendor API documentation for current limits.
IMPLEMENTATION
Authentication at a glance
Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.
- Authentication method
- See Connector in Console
- Credential required
Review the connector installation fields in Cyclr Console.
KEEP EXPLORING