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 |
Supported deployment models
We support the SaaS and Hybrid deployment models for the connector.
You must have an Enterprise or Business Critical plan to use the Hybrid Deployment model.
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
CUSTOM_ACTIVITY_INSTANCE
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
CUSTOM_ACTIVITY_INSTANCE
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