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Close Lite link
Close is a CRM system for sales specialists.
Featureslink
Feature Name | Supported | Notes |
---|---|---|
Capture deletes | check | All tables except CONTACT and LEAD tables and their child tables. |
Custom data | ||
Data blocking | check | Column level |
Column hashing | check | |
Re-sync | check | Table level. A table re-sync includes all the associated child tables. |
History | ||
API configurable | check | API configuration |
Priority-first sync | ||
Fivetran data models | ||
Private networking |
Setup guidelink
Follow our step-by-step Close setup guide to connect Close with your destination using Fivetran connectors.
Sync overviewlink
To capture new records, we incrementally sync the following tables:
CALL_ACTIVITY
CONTACT
CREATED_ACTIVITY
EMAIL_ACTIVITY
EMAIL_THREAD_ACTIVITY
LEAD
LEAD_STATUS_CHANGE_ACTIVITY
MEETING_ACTIVITY
NOTE_ACTIVITY
OPPORTUNITY
OPPORTUNITY_STATUS_CHANGE_ACTIVITY
SMS_ACTIVITY
TASK_COMPLETED_ACTIVITY
To capture updates and deletes, we re-import the following tables once a week:
CALL_ACTIVITY
CREATED_ACTIVITY
EMAIL_ACTIVITY
EMAIL_THREAD_ACTIVITY
LEAD_STATUS_CHANGE_ACTIVITY
MEETING_ACTIVITY
NOTE_ACTIVITY
OPPORTUNITY_STATUS_CHANGE_ACTIVITY
SMS_ACTIVITY
TASK_COMPLETED_ACTIVITY
We re-import the remaining tables in every sync to capture updates and deletes.
Schema informationlink
This schema applies to all Close connectors.
To zoom, open the ERD in a new window.