Close

Close is a specialized CRM platform designed for small to medium-sized businesses, focusing on converting leads into revenue.

For more information about the API, see the Close REST API.

Im Abschnitt Schema finden Sie eine Liste der für die Replikation verfügbaren Objekte.

Preparing for authentication

To access your data, you need to authenticate the connection with your account credentials.

Vergewissern Sie sich, dass das verwendete Konto Lesezugriff auf die Tabellen hat, die Sie abrufen möchten.

To generate an API key:

Log into your Close account.
Click the user menu (your icon) in the top-right corner.
Go to Settings > Developer > API Keys.
Click New API Key.
Enter a API key name.
Click Create API Key.
Copy the key.

Creating the connection

Weitere Informationen finden Sie unter Herstellung einer Verbindung zu SaaS-Anwendungen.

Füllen Sie die erforderlichen Verbindungseigenschaften aus.
Geben Sie einen Namen für die Verbindung in Verbindungsname ein.
Wählen Sie Verbindungsmetadaten öffnen aus, um nach der Erstellung Metadaten für die Verbindung zu definieren.
Klicken Sie auf Erstellen.

Connection settings
Setting	Description
Data gateway	Wählen Sie ein Data Movement Gateway aus, wenn dies für Ihren Anwendungsfall erforderlich ist. Informationshinweis Dieses Feld ist für das Qlik Talend Cloud Starter-Abonnement nicht verfügbar, da dieses Abonnement Data Movement Gateway nicht unterstützt. Wenn Sie eine andere Abonnementstufe haben und Data Movement Gateway nicht verwenden möchten, wählen Sie Keine. Weitere Informationen zu den Vorteilen von Data Movement Gateway und den Anwendungsfällen, in denen es erforderlich ist, finden Sie unter Qlik Data Gateway – Datenbewegung.
Start Date	Geben Sie das Datum im Format `MM/DD/YYYY` ein, ab dem die Daten von der Quelle zum Ziel repliziert werden müssen.
API key	API key.

Schema

Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.

The schema and info displayed below is for version 1.

Depending on your destination, table and column names may not appear as they are outlined below.

activities

The activities table contains info about various activities in your Close account.

An activity belongs to a lead and can represent any type of activity that was performed on a lead or its contact. This includes calls, emails, notes, and so on.

Attribution window

When data is replicated for this table, it will use an attribution window of 24 hours to fetch updated activities.

This means that every time a replication job runs, the last 24 hours’ worth of data will be replicated for this table. This is because Close doesn’t provide a way to query for activites based on a modification time, only when activities are created. A list of available querying methods can be found in Close’s documentation.

Refer to the Replication section for more info and examples of how the attribution window is used to query for data.

Replication Method	Append-Only Incremental
Primary Key	id
Replication Key	date_created
Useful links	Close documentation Close API method

Join activities with	on
leads	activities.contact_id = leads.contacts.id activities.contact_id = leads.opportunities.contact_id activities.contact_id = leads.tasks.contact_id activities.lead_id = leads.id activities.lead_id = leads.contacts.lead_id activities.lead_id = leads.opportunities.lead_id activities.lead_id = leads.tasks.lead_id activities.organization_id = leads.contacts.organization_id activities.organization_id = leads.opportunities.organization_id activities.organization_id = leads.organization_id activities.organization_id = leads.tasks.organization_id activities.task_id = leads.tasks.id activities.created_by = leads.contacts.created_by activities.updated_by = leads.contacts.created_by activities.user_id = leads.contacts.created_by activities.task_assigned_to = leads.contacts.created_by activities.users = leads.contacts.created_by activities.created_by = leads.contacts.updated_by activities.updated_by = leads.contacts.updated_by activities.user_id = leads.contacts.updated_by activities.task_assigned_to = leads.contacts.updated_by activities.users = leads.contacts.updated_by activities.created_by = leads.created_by activities.updated_by = leads.created_by activities.user_id = leads.created_by activities.task_assigned_to = leads.created_by activities.users = leads.created_by activities.created_by = leads.opportunities.created_by activities.updated_by = leads.opportunities.created_by activities.user_id = leads.opportunities.created_by activities.task_assigned_to = leads.opportunities.created_by activities.users = leads.opportunities.created_by activities.created_by = leads.opportunities.updated_by activities.updated_by = leads.opportunities.updated_by activities.user_id = leads.opportunities.updated_by activities.task_assigned_to = leads.opportunities.updated_by activities.users = leads.opportunities.updated_by activities.created_by = leads.opportunities.user_id activities.updated_by = leads.opportunities.user_id activities.user_id = leads.opportunities.user_id activities.task_assigned_to = leads.opportunities.user_id activities.users = leads.opportunities.user_id activities.created_by = leads.tasks.assigned_to activities.updated_by = leads.tasks.assigned_to activities.user_id = leads.tasks.assigned_to activities.task_assigned_to = leads.tasks.assigned_to activities.users = leads.tasks.assigned_to activities.created_by = leads.tasks.created_by activities.updated_by = leads.tasks.created_by activities.user_id = leads.tasks.created_by activities.task_assigned_to = leads.tasks.created_by activities.users = leads.tasks.created_by activities.created_by = leads.tasks.updated_by activities.updated_by = leads.tasks.updated_by activities.user_id = leads.tasks.updated_by activities.task_assigned_to = leads.tasks.updated_by activities.users = leads.tasks.updated_by activities.created_by = leads.updated_by activities.updated_by = leads.updated_by activities.user_id = leads.updated_by activities.task_assigned_to = leads.updated_by activities.users = leads.updated_by
tasks	activities.contact_id = tasks.contact_id activities.lead_id = tasks.lead_id activities.organization_id = tasks.organization_id activities.task_id = tasks.id activities.created_by = tasks.assigned_to activities.updated_by = tasks.assigned_to activities.user_id = tasks.assigned_to activities.task_assigned_to = tasks.assigned_to activities.users = tasks.assigned_to activities.created_by = tasks.created_by activities.updated_by = tasks.created_by activities.user_id = tasks.created_by activities.task_assigned_to = tasks.created_by activities.users = tasks.created_by activities.created_by = tasks.updated_by activities.updated_by = tasks.updated_by activities.user_id = tasks.updated_by activities.task_assigned_to = tasks.updated_by activities.users = tasks.updated_by
event_log	activities.lead_id = event_log.lead_id activities.organization_id = event_log.organization_id activities.created_by = event_log.user_id activities.updated_by = event_log.user_id activities.user_id = event_log.user_id activities.task_assigned_to = event_log.user_id activities.users = event_log.user_id
custom_fields	activities.organization_id = custom_fields.organization_id activities.created_by = custom_fields.created_by activities.updated_by = custom_fields.created_by activities.user_id = custom_fields.created_by activities.task_assigned_to = custom_fields.created_by activities.users = custom_fields.created_by activities.created_by = custom_fields.updated_by activities.updated_by = custom_fields.updated_by activities.user_id = custom_fields.updated_by activities.task_assigned_to = custom_fields.updated_by activities.users = custom_fields.updated_by
users	activities.organization_id = users.organizations activities.created_by = users.id activities.updated_by = users.id activities.user_id = users.id activities.task_assigned_to = users.id activities.users = users.id

_type

STRING

attachments

ARRAY

bcc

ARRAY

body_html

STRING

body_html_quoted

ARRAY

body_html_quoted

This is a nested data structure:

expand: INTEGER, BOOLEAN
html: STRING

body_preview

STRING

body_text

STRING

body_text_quoted

ARRAY

body_text_quoted

This is a nested data structure:

expand: INTEGER, BOOLEAN
text: STRING

ARRAY

contact_id

STRING

created_by

STRING

created_by_name

STRING

date_created

DATE-TIME

date_scheduled

DATE-TIME

date_sent

DATE-TIME

date_updated

DATE-TIME

dialer_id

STRING

direction

STRING

duration

INTEGER

email_account_id

STRING

envelope

OBJECT

This is a nested data structure:

bcc: ARRAY, which is also a nested data structure.
- email: STRING
- name: STRING
cc: ARRAY, which is also a nested data structure.
- email: STRING
- name: STRING
date: DATE-TIME, STRING
from: ARRAY, which is also a nested data structure.
- email: STRING
- name: STRING
in_reply_to: STRING
is_autoreply: INTEGER, BOOLEAN
message_id: STRING
reply_to: ARRAY, which is also a nested data structure.
- email: STRING
- name: STRING
sender: ARRAY, which is also a nested data structure.
- email: STRING
- name: STRING
subject: STRING
to: ARRAY, which is also a nested data structure.
- email: STRING
- name: STRING

STRING

import_id

STRING

in_reply_to_id

STRING

lead_id

STRING

local_phone

STRING

message_ids

ARRAY

need_smtp_credentials

INTEGER, BOOLEAN

new_status_id

STRING

new_status_label

STRING

new_status_type

STRING

note

STRING

old_status_id

STRING

old_status_label

STRING

old_status_type

STRING

opens

ARRAY

This is a nested data structure:

ip_address: STRING
opened_at: STRING
opened_by: STRING
user_agent: STRING

opens_summary

STRING

opportunity_confidence

INTEGER

opportunity_date_won

STRING

opportunity_id

STRING

opportunity_value

INTEGER

opportunity_value_currency

STRING

opportunity_value_formatted

STRING

opportunity_value_period

STRING

organization_id

STRING

phone

STRING

recording_url

STRING

references

ARRAY

remote_phone

STRING

send_attempts

ARRAY

This is a nested data structure:

date: DATE-TIME
error_class: STRING
message: STRING

sender

STRING

source

STRING

status

STRING

subject

STRING

task_assigned_to

STRING

task_assigned_to_name

STRING

task_id

STRING

task_text

STRING

template_id

STRING

template_name

STRING

thread_id

STRING

ARRAY

transferred_from

STRING

transferred_to

STRING

updated_by

STRING

updated_by_name

STRING

user_id

STRING

user_name

STRING

users

ARRAY

voicemail_duration

INTEGER

voicemail_url

STRING

custom_fields

The custom_fields table contains info about the custom fields in your Close account.

Custom fields allow you to store arbitrary data on leads in Close. Refer to Close’s documentation for more info.

Replication Method	CDC
Primary Key	id
Replication Key	date_updated
Useful links	Close API method

Join custom_fields with	on
activities	custom_fields.organization_id = activities.organization_id custom_fields.created_by = activities.created_by custom_fields.updated_by = activities.created_by custom_fields.created_by = activities.updated_by custom_fields.updated_by = activities.updated_by custom_fields.created_by = activities.user_id custom_fields.updated_by = activities.user_id custom_fields.created_by = activities.task_assigned_to custom_fields.updated_by = activities.task_assigned_to custom_fields.created_by = activities.users custom_fields.updated_by = activities.users
event_log	custom_fields.organization_id = event_log.organization_id custom_fields.created_by = event_log.user_id custom_fields.updated_by = event_log.user_id
leads	custom_fields.organization_id = leads.contacts.organization_id custom_fields.organization_id = leads.opportunities.organization_id custom_fields.organization_id = leads.organization_id custom_fields.organization_id = leads.tasks.organization_id custom_fields.created_by = leads.contacts.created_by custom_fields.updated_by = leads.contacts.created_by custom_fields.created_by = leads.contacts.updated_by custom_fields.updated_by = leads.contacts.updated_by custom_fields.created_by = leads.created_by custom_fields.updated_by = leads.created_by custom_fields.created_by = leads.opportunities.created_by custom_fields.updated_by = leads.opportunities.created_by custom_fields.created_by = leads.opportunities.updated_by custom_fields.updated_by = leads.opportunities.updated_by custom_fields.created_by = leads.opportunities.user_id custom_fields.updated_by = leads.opportunities.user_id custom_fields.created_by = leads.tasks.assigned_to custom_fields.updated_by = leads.tasks.assigned_to custom_fields.created_by = leads.tasks.created_by custom_fields.updated_by = leads.tasks.created_by custom_fields.created_by = leads.tasks.updated_by custom_fields.updated_by = leads.tasks.updated_by custom_fields.created_by = leads.updated_by custom_fields.updated_by = leads.updated_by
tasks	custom_fields.organization_id = tasks.organization_id custom_fields.created_by = tasks.assigned_to custom_fields.updated_by = tasks.assigned_to custom_fields.created_by = tasks.created_by custom_fields.updated_by = tasks.created_by custom_fields.created_by = tasks.updated_by custom_fields.updated_by = tasks.updated_by
users	custom_fields.organization_id = users.organizations custom_fields.created_by = users.id custom_fields.updated_by = users.id

choices

ARRAY

created_by

STRING

date_created

DATE-TIME

date_updated

DATE-TIME

editable_with_roles

ARRAY

STRING

name

STRING

organization_id

STRING

type

STRING

updated_by

STRING

event_log

The event_log table contains info about events generated in your Close account. This could include creating a lead, sending an email, or deleting a note.

Historical data limitations

Due to how Close’s API functions, only 30 days of historical data is available for this table from the initial connection date.

Refer to the Replication section for more info.

Replication Method	CDC
Primary Key	id
Replication Key	date_updated
Useful links	Close API method

Join event_log with	on
activities	event_log.lead_id = activities.lead_id event_log.organization_id = activities.organization_id event_log.user_id = activities.created_by event_log.user_id = activities.updated_by event_log.user_id = activities.user_id event_log.user_id = activities.task_assigned_to event_log.user_id = activities.users
leads	event_log.lead_id = leads.id event_log.lead_id = leads.contacts.lead_id event_log.lead_id = leads.opportunities.lead_id event_log.lead_id = leads.tasks.lead_id event_log.organization_id = leads.contacts.organization_id event_log.organization_id = leads.opportunities.organization_id event_log.organization_id = leads.organization_id event_log.organization_id = leads.tasks.organization_id event_log.user_id = leads.contacts.created_by event_log.user_id = leads.contacts.updated_by event_log.user_id = leads.created_by event_log.user_id = leads.opportunities.created_by event_log.user_id = leads.opportunities.updated_by event_log.user_id = leads.opportunities.user_id event_log.user_id = leads.tasks.assigned_to event_log.user_id = leads.tasks.created_by event_log.user_id = leads.tasks.updated_by event_log.user_id = leads.updated_by
tasks	event_log.lead_id = tasks.lead_id event_log.organization_id = tasks.organization_id event_log.user_id = tasks.assigned_to event_log.user_id = tasks.created_by event_log.user_id = tasks.updated_by
custom_fields	event_log.organization_id = custom_fields.organization_id event_log.user_id = custom_fields.created_by event_log.user_id = custom_fields.updated_by
users	event_log.organization_id = users.organizations event_log.user_id = users.id

action

STRING

changed_fields

ARRAY

data

STRING

date_created

DATE-TIME

date_updated

DATE-TIME

STRING

lead_id

STRING

meta

OBJECT

This is a nested data structure:

request_method: STRING
request_path: STRING

object_id

STRING

object_type

STRING

organization_id

STRING

previous_data

STRING

request_id

STRING

user_id

STRING

leads

The leads table contains info about the leads in your Close account.

Leads represent a company or organization and may contain contacts, tasks, opportunities, and activities. In Close, a lead is synonymous with “account” in other CRMs.

Replication Method	CDC
Primary Key	id
Replication Key	date_updated
Useful links	Close API method

Join leads with	on
activities	leads.contacts.id = activities.contact_id leads.opportunities.contact_id = activities.contact_id leads.tasks.contact_id = activities.contact_id leads.id = activities.lead_id leads.contacts.lead_id = activities.lead_id leads.opportunities.lead_id = activities.lead_id leads.tasks.lead_id = activities.lead_id leads.contacts.organization_id = activities.organization_id leads.opportunities.organization_id = activities.organization_id leads.organization_id = activities.organization_id leads.tasks.organization_id = activities.organization_id leads.tasks.id = activities.task_id leads.contacts.created_by = activities.created_by leads.contacts.updated_by = activities.created_by leads.created_by = activities.created_by leads.opportunities.created_by = activities.created_by leads.opportunities.updated_by = activities.created_by leads.opportunities.user_id = activities.created_by leads.tasks.assigned_to = activities.created_by leads.tasks.created_by = activities.created_by leads.tasks.updated_by = activities.created_by leads.updated_by = activities.created_by leads.contacts.created_by = activities.updated_by leads.contacts.updated_by = activities.updated_by leads.created_by = activities.updated_by leads.opportunities.created_by = activities.updated_by leads.opportunities.updated_by = activities.updated_by leads.opportunities.user_id = activities.updated_by leads.tasks.assigned_to = activities.updated_by leads.tasks.created_by = activities.updated_by leads.tasks.updated_by = activities.updated_by leads.updated_by = activities.updated_by leads.contacts.created_by = activities.user_id leads.contacts.updated_by = activities.user_id leads.created_by = activities.user_id leads.opportunities.created_by = activities.user_id leads.opportunities.updated_by = activities.user_id leads.opportunities.user_id = activities.user_id leads.tasks.assigned_to = activities.user_id leads.tasks.created_by = activities.user_id leads.tasks.updated_by = activities.user_id leads.updated_by = activities.user_id leads.contacts.created_by = activities.task_assigned_to leads.contacts.updated_by = activities.task_assigned_to leads.created_by = activities.task_assigned_to leads.opportunities.created_by = activities.task_assigned_to leads.opportunities.updated_by = activities.task_assigned_to leads.opportunities.user_id = activities.task_assigned_to leads.tasks.assigned_to = activities.task_assigned_to leads.tasks.created_by = activities.task_assigned_to leads.tasks.updated_by = activities.task_assigned_to leads.updated_by = activities.task_assigned_to leads.contacts.created_by = activities.users leads.contacts.updated_by = activities.users leads.created_by = activities.users leads.opportunities.created_by = activities.users leads.opportunities.updated_by = activities.users leads.opportunities.user_id = activities.users leads.tasks.assigned_to = activities.users leads.tasks.created_by = activities.users leads.tasks.updated_by = activities.users leads.updated_by = activities.users
tasks	leads.contacts.id = tasks.contact_id leads.opportunities.contact_id = tasks.contact_id leads.tasks.contact_id = tasks.contact_id leads.id = tasks.lead_id leads.contacts.lead_id = tasks.lead_id leads.opportunities.lead_id = tasks.lead_id leads.tasks.lead_id = tasks.lead_id leads.contacts.organization_id = tasks.organization_id leads.opportunities.organization_id = tasks.organization_id leads.organization_id = tasks.organization_id leads.tasks.organization_id = tasks.organization_id leads.tasks.id = tasks.id leads.contacts.created_by = tasks.assigned_to leads.contacts.updated_by = tasks.assigned_to leads.created_by = tasks.assigned_to leads.opportunities.created_by = tasks.assigned_to leads.opportunities.updated_by = tasks.assigned_to leads.opportunities.user_id = tasks.assigned_to leads.tasks.assigned_to = tasks.assigned_to leads.tasks.created_by = tasks.assigned_to leads.tasks.updated_by = tasks.assigned_to leads.updated_by = tasks.assigned_to leads.contacts.created_by = tasks.created_by leads.contacts.updated_by = tasks.created_by leads.created_by = tasks.created_by leads.opportunities.created_by = tasks.created_by leads.opportunities.updated_by = tasks.created_by leads.opportunities.user_id = tasks.created_by leads.tasks.assigned_to = tasks.created_by leads.tasks.created_by = tasks.created_by leads.tasks.updated_by = tasks.created_by leads.updated_by = tasks.created_by leads.contacts.created_by = tasks.updated_by leads.contacts.updated_by = tasks.updated_by leads.created_by = tasks.updated_by leads.opportunities.created_by = tasks.updated_by leads.opportunities.updated_by = tasks.updated_by leads.opportunities.user_id = tasks.updated_by leads.tasks.assigned_to = tasks.updated_by leads.tasks.created_by = tasks.updated_by leads.tasks.updated_by = tasks.updated_by leads.updated_by = tasks.updated_by
event_log	leads.id = event_log.lead_id leads.contacts.lead_id = event_log.lead_id leads.opportunities.lead_id = event_log.lead_id leads.tasks.lead_id = event_log.lead_id leads.contacts.organization_id = event_log.organization_id leads.opportunities.organization_id = event_log.organization_id leads.organization_id = event_log.organization_id leads.tasks.organization_id = event_log.organization_id leads.contacts.created_by = event_log.user_id leads.contacts.updated_by = event_log.user_id leads.created_by = event_log.user_id leads.opportunities.created_by = event_log.user_id leads.opportunities.updated_by = event_log.user_id leads.opportunities.user_id = event_log.user_id leads.tasks.assigned_to = event_log.user_id leads.tasks.created_by = event_log.user_id leads.tasks.updated_by = event_log.user_id leads.updated_by = event_log.user_id
custom_fields	leads.contacts.organization_id = custom_fields.organization_id leads.opportunities.organization_id = custom_fields.organization_id leads.organization_id = custom_fields.organization_id leads.tasks.organization_id = custom_fields.organization_id leads.contacts.created_by = custom_fields.created_by leads.contacts.updated_by = custom_fields.created_by leads.created_by = custom_fields.created_by leads.opportunities.created_by = custom_fields.created_by leads.opportunities.updated_by = custom_fields.created_by leads.opportunities.user_id = custom_fields.created_by leads.tasks.assigned_to = custom_fields.created_by leads.tasks.created_by = custom_fields.created_by leads.tasks.updated_by = custom_fields.created_by leads.updated_by = custom_fields.created_by leads.contacts.created_by = custom_fields.updated_by leads.contacts.updated_by = custom_fields.updated_by leads.created_by = custom_fields.updated_by leads.opportunities.created_by = custom_fields.updated_by leads.opportunities.updated_by = custom_fields.updated_by leads.opportunities.user_id = custom_fields.updated_by leads.tasks.assigned_to = custom_fields.updated_by leads.tasks.created_by = custom_fields.updated_by leads.tasks.updated_by = custom_fields.updated_by leads.updated_by = custom_fields.updated_by
users	leads.contacts.organization_id = users.organizations leads.opportunities.organization_id = users.organizations leads.organization_id = users.organizations leads.tasks.organization_id = users.organizations leads.contacts.created_by = users.id leads.contacts.updated_by = users.id leads.created_by = users.id leads.opportunities.created_by = users.id leads.opportunities.updated_by = users.id leads.opportunities.user_id = users.id leads.tasks.assigned_to = users.id leads.tasks.created_by = users.id leads.tasks.updated_by = users.id leads.updated_by = users.id

addresses

ARRAY

This is a nested data structure:

address_1: STRING
address_2: STRING
city: STRING
country: STRING
label: STRING
state: STRING
zipcode: STRING

contacts

ARRAY

This is a nested data structure:

created_by: STRING
date_created: DATE-TIME
date_updated: DATE-TIME
display_name: STRING
emails: ARRAY, which is also a nested data structure.
- email: STRING
- type: STRING
id: STRING
integration_links: ARRAY, which is also a nested data structure.
- name: STRING
- url: STRING
lead_id: STRING
name: STRING
organization_id: STRING
phones: ARRAY, which is also a nested data structure.
- phone: STRING
- phone_formatted: STRING
- type: STRING
title: STRING
updated_by: STRING
urls: ARRAY, which is also a nested data structure.
- type: STRING
- url: STRING

created_by

STRING

created_by_name

STRING

custom_fields

ARRAY

This is a nested data structure:

id: STRING
value: STRING, NUMBER, BOOLEAN, OBJECT, ARRAY, which is also a nested data structure.

date_created

DATE-TIME

date_updated

DATE-TIME

description

STRING

display_name

STRING

html_url

STRING

integration_links

ARRAY

This is a nested data structure:

name: INTEGER
url: STRING

name

STRING

opportunities

ARRAY

This is a nested data structure:

name: INTEGER
opportunities: ARRAY, which is also a nested data structure.
- confidence: INTEGER
- contact_id: STRING
- contact_name: STRING
- created_by: STRING
- date_created: DATE-TIME
- date_lost: DATE-TIME
- date_updated: DATE-TIME
- date_won: DATE-TIME
- id: STRING
- integration_links: ARRAY, which is also a nested data structure.
  - name: STRING
  - url: STRING
- lead_id: STRING
- lead_name: STRING
- note: STRING
- organization_id: STRING
- status_id: STRING
- status_label: STRING
- status_type: STRING
- updated_by: STRING
- updated_by_name: STRING
- user_id: STRING
- user_name: STRING
- value: INTEGER
- value_currency: STRING
- value_formatted: STRING
- value_period: STRING

organization_id

STRING

status_id

STRING

status_label

STRING

tasks

ARRAY

This is a nested data structure:

type: STRING
assigned_to: STRING
assigned_to_name: STRING
contact_id: STRING
contact_name: STRING
created_by: STRING
created_by_name: STRING
date: DATE-TIME
date_crated: DATE-TIME
date_updated: DATE-TIME
due_date: DATE-TIME
id: STRING
is_complete: INTEGER, BOOLEAN
is_dateless: INTEGER, BOOLEAN
lead_id: STRING
lead_name: STRING
object_id: STRING
object_type: STRING
organization_id: STRING
text: STRING
updated_by: STRING
updated_by_name: STRING
view: STRING

updated_by

STRING

updated_by_name

STRING

url

STRING

tasks

The tasks table contains info about the tasks in your Close account. Tasks are action items with a given date that are assigned to a sales rep.

Replication Method	CDC
Primary Key	id
Replication Key	date_updated
Useful links	Close API method

Join tasks with	on
activities	tasks.contact_id = activities.contact_id tasks.lead_id = activities.lead_id tasks.organization_id = activities.organization_id tasks.id = activities.task_id tasks.assigned_to = activities.created_by tasks.created_by = activities.created_by tasks.updated_by = activities.created_by tasks.assigned_to = activities.updated_by tasks.created_by = activities.updated_by tasks.updated_by = activities.updated_by tasks.assigned_to = activities.user_id tasks.created_by = activities.user_id tasks.updated_by = activities.user_id tasks.assigned_to = activities.task_assigned_to tasks.created_by = activities.task_assigned_to tasks.updated_by = activities.task_assigned_to tasks.assigned_to = activities.users tasks.created_by = activities.users tasks.updated_by = activities.users
leads	tasks.contact_id = leads.contacts.id tasks.contact_id = leads.opportunities.contact_id tasks.contact_id = leads.tasks.contact_id tasks.lead_id = leads.id tasks.lead_id = leads.contacts.lead_id tasks.lead_id = leads.opportunities.lead_id tasks.lead_id = leads.tasks.lead_id tasks.organization_id = leads.contacts.organization_id tasks.organization_id = leads.opportunities.organization_id tasks.organization_id = leads.organization_id tasks.organization_id = leads.tasks.organization_id tasks.id = leads.tasks.id tasks.assigned_to = leads.contacts.created_by tasks.created_by = leads.contacts.created_by tasks.updated_by = leads.contacts.created_by tasks.assigned_to = leads.contacts.updated_by tasks.created_by = leads.contacts.updated_by tasks.updated_by = leads.contacts.updated_by tasks.assigned_to = leads.created_by tasks.created_by = leads.created_by tasks.updated_by = leads.created_by tasks.assigned_to = leads.opportunities.created_by tasks.created_by = leads.opportunities.created_by tasks.updated_by = leads.opportunities.created_by tasks.assigned_to = leads.opportunities.updated_by tasks.created_by = leads.opportunities.updated_by tasks.updated_by = leads.opportunities.updated_by tasks.assigned_to = leads.opportunities.user_id tasks.created_by = leads.opportunities.user_id tasks.updated_by = leads.opportunities.user_id tasks.assigned_to = leads.tasks.assigned_to tasks.created_by = leads.tasks.assigned_to tasks.updated_by = leads.tasks.assigned_to tasks.assigned_to = leads.tasks.created_by tasks.created_by = leads.tasks.created_by tasks.updated_by = leads.tasks.created_by tasks.assigned_to = leads.tasks.updated_by tasks.created_by = leads.tasks.updated_by tasks.updated_by = leads.tasks.updated_by tasks.assigned_to = leads.updated_by tasks.created_by = leads.updated_by tasks.updated_by = leads.updated_by
event_log	tasks.lead_id = event_log.lead_id tasks.organization_id = event_log.organization_id tasks.assigned_to = event_log.user_id tasks.created_by = event_log.user_id tasks.updated_by = event_log.user_id
custom_fields	tasks.organization_id = custom_fields.organization_id tasks.assigned_to = custom_fields.created_by tasks.created_by = custom_fields.created_by tasks.updated_by = custom_fields.created_by tasks.assigned_to = custom_fields.updated_by tasks.created_by = custom_fields.updated_by tasks.updated_by = custom_fields.updated_by
users	tasks.organization_id = users.organizations tasks.assigned_to = users.id tasks.created_by = users.id tasks.updated_by = users.id

_type

STRING

assigned_to

STRING

assigned_to_name

STRING

body_preview

STRING

contact_id

STRING

contact_name

STRING

created_by

STRING

created_by_name

STRING

date

DATE-TIME

date_created

DATE-TIME

date_updated

DATE-TIME

due_date

DATE-TIME

email_id

STRING

emails

ARRAY

STRING

is_complete

BOOLEAN

is_dateless

BOOLEAN

lead_id

STRING

lead_name

STRING

local_phone

STRING

object_id

STRING

object_type

STRING

opportunity_note

STRING

opportunity_value

INTEGER

opportunity_value_currency

STRING

opportunity_value_formatted

STRING

opportunity_value_period

STRING

organization_id

STRING

phone

STRING

phone_formatted

STRING

phone_number_description

STRING

recording_url

STRING

remote_phone

STRING

remote_phone_description

STRING

remote_phone_formatted

STRING

subject

STRING

text

STRING

updated_by

STRING

updated_by_name

STRING

view

STRING

voicemail_duration

INTEGER

voicemail_url

STRING

users

The users table contains info about the users in your Close account.

In Close, users are typically your co-workers and sales reps, or those inside your company.

Replication Method	CDC
Primary Key	id
Replication Key	date_updated
Useful links	Close API method

Join users with	on
activities	users.organizations = activities.organization_id users.id = activities.created_by users.id = activities.updated_by users.id = activities.user_id users.id = activities.task_assigned_to users.id = activities.users
custom_fields	users.organizations = custom_fields.organization_id users.id = custom_fields.created_by users.id = custom_fields.updated_by
event_log	users.organizations = event_log.organization_id users.id = event_log.user_id
leads	users.organizations = leads.contacts.organization_id users.organizations = leads.opportunities.organization_id users.organizations = leads.organization_id users.organizations = leads.tasks.organization_id users.id = leads.contacts.created_by users.id = leads.contacts.updated_by users.id = leads.created_by users.id = leads.opportunities.created_by users.id = leads.opportunities.updated_by users.id = leads.opportunities.user_id users.id = leads.tasks.assigned_to users.id = leads.tasks.created_by users.id = leads.tasks.updated_by users.id = leads.updated_by
tasks	users.organizations = tasks.organization_id users.id = tasks.assigned_to users.id = tasks.created_by users.id = tasks.updated_by

date_created

DATE-TIME

date_updated

DATE-TIME

email

STRING

first_name

STRING

image

STRING

last_name

STRING

last_used_timezone

STRING

organizations

ARRAY

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