Close Lite
Close is a sales platform built to help small businesses grow faster.
Features
Feature Name | Supported | Notes |
---|---|---|
Capture deletes | check | CONTACT and LEAD tables and their child tables. |
History mode | ||
Custom data | ||
Data blocking | check | |
Column hashing | check | |
Re-sync | check | |
API configurable | check | API configuration |
Priority-first sync | ||
Fivetran data models | ||
Private networking | ||
Authorization via API |
Setup guide
Follow our step-by-step Close setup guide to connect Close with your destination using Fivetran connectors.
Sync overview
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 information
This schema applies to all Close connectors.
Explore Close schema ERD