OAuth providers
Close
Set up Close OAuth for sales CRM and pipeline management
Overview
Section titled “Overview”Connect your users to Close for sales CRM, pipeline management, and lead tracking.
| Property | Value |
|---|---|
| Provider ID | close |
| Category | CRM |
| PKCE | Supported |
| Token refresh | Automatic |
| Redirect URI | Shown in Developer Portal |
Step 1: Create a Close OAuth App
Section titled “Step 1: Create a Close OAuth App”Go to Close Developer Settings
Navigate to Close Developer Settings and sign in.
Register a new application
Click Register New OAuth Application.
Configure the application
Enter the application name and description. Add the Alter callback URL (from the Developer Portal) to Redirect URIs.
Get credentials
Copy the Client ID and Client Secret.
Step 2: Add to Alter Vault
Section titled “Step 2: Add to Alter Vault”Open the Developer Portal
Go to portal.alterauth.com and navigate to the application.
Add Close provider
Go to OAuth Providers > Add Provider > Close.
Enter credentials
- Client ID: Paste your Close Client ID
- Client Secret: Paste your Close Client Secret
Select scopes
Choose the scopes the application needs.
Save
Click Save. The provider is now active.
Available Scopes
Section titled “Available Scopes”| Scope | Description |
|---|---|
offline_access | Request a refresh token for long-lived access |
all.full_access | Full read and write access to all resources |
all.read | Read-only access to all resources |
- Include the
offline_accessscope to receive a refresh token. Without it, access tokens will expire and cannot be renewed automatically. - For read-only integrations, use
all.readcombined withoffline_access. - See the Close API documentation for more details on authentication and available endpoints.