Close
Connect Close CRM to build dashboards on leads, contacts, opportunities, and activities.
Read only access to your Close CRM data. No writes back to Close.
Objects
| Object | Fields |
|---|---|
| Leads | Companies and people in your pipeline |
| Contacts | People attached to your leads |
| Opportunities | Deals with status, value, and confidence |
| Tasks | Open and completed tasks |
| Notes | Note activities logged against leads |
| Calls | Call activities and outcomes |
| Emails | Email activities |
| Users | Members of your Close organization |
| Lead Statuses | The lead status definitions in your org |
Scopes
Close OAuth grants access based on the connecting user's permissions. Flitch only reads your data and never creates, updates, or deletes anything in Close.
Connect
Open Data
In app.flitch.io, open the Data page.
Add Close
Top right, click Add, pick Close.
Sign in with Close
Complete the OAuth popup to authorize Flitch.
Pick objects and save
Tick the objects you want (Leads, Contacts, Opportunities, Tasks, …). Set a name. Save.
Each object becomes a dataset.
Refresh
Refresh is off by default. Every dashboard load runs a live query against Close. Enable refresh to schedule a background refresh and serve from cache between runs. See Refresh.
Disconnect
- In Flitch: open the connection from the Data page and delete it. Token revoked, cache cleared.
- In Close: Settings → Integrations, revoke access for Flitch.
Troubleshooting
Reconnect required. Token revoked or expired. Open the connection and click Reconnect.
Missing records. A user with limited Close permissions only sees the data they can access. Reconnect with a user who can read the records you want to chart.