New Integration: Close CRM

Description

Add Close CRM integration to sync leads, contacts, opportunities, activities (calls, emails, notes), and sales pipeline data into CORE.

Reference Implementations

Existing Integrations (use as templates)

• integrations/hubspot/ - Similar CRM system
• integrations/linear/ - Project management integration
• integrations/slack/ - For reference

Required Files Structure

integrations/close-crm/
├── src/
│   ├── index.ts          # Main entry, OAuth spec
│   ├── schedule.ts       # Sync logic
│   ├── utils.ts          # Close CRM API utilities
│   ├── account-create.ts # OAuth/API key setup
│   └── create-activity.ts # Activity formatting
├── package.json
├── tsup.config.ts
└── README.md

Close CRM API Integration

Authentication Setup

• Use OAuth 2.0 for public applications (recommended for integrations)
• API Key authentication via HTTP Basic Auth (suitable for internal scripts)
• API keys generated in Close settings

Key Endpoints

• GET /api/v1/lead/ - List leads
• POST /api/v1/lead/ - Create a lead
• GET /api/v1/lead/{id}/ - Get lead details
• PUT /api/v1/lead/{id}/ - Update a lead
• GET /api/v1/contact/ - List contacts
• GET /api/v1/opportunity/ - List opportunities
• GET /api/v1/activity/ - List activities (calls, emails, notes, meetings)
• GET /api/v1/activity/call/ - List call activities
• GET /api/v1/activity/email/ - List email activities
• GET /api/v1/activity/note/ - List note activities
• GET /api/v1/activity/meeting/ - List meeting activities
• GET /api/v1/pipeline/ - List sales pipelines
• GET /api/v1/status/lead/ - List lead statuses
• GET /api/v1/custom_field/lead/ - List custom fields
• GET /api/v1/user/ - List users/team members

Events to Track

1. Lead Management - New leads created, lead status changes, lead assignments
2. Activities - Calls logged, emails sent/received, notes added, meetings scheduled
3. Opportunities - New opportunities, stage changes, won/lost deals
4. Pipeline Updates - Pipeline stage movements, deal value changes
5. Contact Updates - New contacts added, contact information changes

Implementation Tasks

• Set up basic integration structure following integrations/github/src/index.ts pattern
• Implement OAuth 2.0 authentication flow in account-create.ts
• Create API utilities in utils.ts with pagination support
• Implement sync logic in schedule.ts for leads, activities, and opportunities
• Convert CRM events to CORE activity format
• Add error handling and rate limiting
• Create integration documentation
• Add to integrations/README.md

Technical Notes

• Close API follows REST conventions with standard HTTP methods
• Uses predictable URL structures: /api/v1/{resource}/
• Supports cursor-based pagination for large datasets
• Custom fields can be defined for leads, contacts, opportunities, and activities
• Webhooks are available for real-time event notifications
• API keys use HTTP Basic Auth with the API key as the username and empty password

Resources

• Close API Documentation
• Close CRM API Overview
• API Keys & OAuth Guide
• Leads API Reference

Labels

enhancement, integration, new-feature