Close

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

Go to Close Developer Settings

Navigate to Close Developer Settings and sign in.

Create an app

Open the OAuth Apps tab and click Create App.

Configure the application

Enter the app name and description. Add the Alter callback URL (from the Developer Portal) to Redirect URL.

Get credentials

Copy the Client ID and Client Secret.

Warning

Never share your Client Secret publicly. Store it securely and only enter it in the Alter Vault Developer Portal.

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

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

Notes

• Alter always requests offline_access (it is a required scope), so Close issues a refresh token and Alter Vault renews access tokens automatically.
• For read-only integrations, use all.read combined with offline_access.
• A new OAuth app starts as Private: only users in the same Close organization can authorize it. Request Public from the app’s settings when users from other organizations need to connect.
• See the Close API documentation for more details on authentication and available endpoints.

Policy-cataloged operations

Alter policy rules can target these attested operations and families for operation-level and parameter-aware controls.

Operation ID	Families	Method	Provider path	Notes
bulkCreate	send	POST	/send_as/bulk/	also accepts bulk-create
archive	delete, write	POST	/playbook/{id}/archive/	—
delete	delete	DELETE	/lead/{id}/	—
deleteAssociation	delete	DELETE	/custom_field/shared/{scf_id}/association/{object_type}/	also accepts delete-association
deleteByUser	admin, delete	DELETE	/send_as/	also accepts delete-by-user
deleteIntegration	admin, delete	DELETE	/scheduling_link/integration/{source_id}/	also accepts delete-integration
deleteShared	delete	DELETE	/shared_scheduling_link/{id}/	also accepts delete-shared
deleteSharedAssociation	delete, write	POST	/shared_scheduling_link_association/unmap/	also accepts delete-shared-association
deleteSubscription	delete	DELETE	/sequence_subscription/{id}/	also accepts delete-subscription
removeMember	admin, delete	DELETE	/group/{group_id}/member/{user_id}/	also accepts remove-member
unarchive	delete, write	POST	/playbook/{id}/unarchive/	—
addMember	admin, write	POST	/group/{group_id}/member/	also accepts add-member
updatePinnedViews	admin, write	PUT	/membership/{id}/pinned_views/	also accepts update-pinned-views
updateSettings	admin, write	PUT	/blocked_phone_number/settings/	also accepts update-settings
bulk-update	write	PUT	/task/	—
create	write	POST	/lead/	—
createAssociation	write	POST	/custom_field/shared/{scf_id}/association/	also accepts create-association
post:/activity/meeting/{id}/integration/	write	POST	/activity/meeting/{id}/integration/	also accepts create-integration
createLead	write	POST	/export/lead/	also accepts create-lead
createOpportunity	write	POST	/export/opportunity/	also accepts create-opportunity
createShared	write	POST	/shared_scheduling_link/	also accepts create-shared
createSharedAssociation	write	POST	/shared_scheduling_link_association/	also accepts create-shared-association
createSubscription	write	POST	/sequence_subscription/	also accepts create-subscription
getActivity	write	POST	/report/activity/	also accepts get-activity
getFunnelStages	write	POST	/report/funnel/opportunity/stages/	also accepts get-funnel-stages
getFunnelTotals	write	POST	/report/funnel/opportunity/totals/	also accepts get-funnel-totals
merge	write	POST	/lead/merge/	—
update	write	PUT	/lead/{id}/	—
updateAssociation	write	PUT	/custom_field/shared/{scf_id}/association/{object_type}/	also accepts update-association
updateShared	write	PUT	/shared_scheduling_link/{id}/	also accepts update-shared
updateSubscription	write	PUT	/sequence_subscription/{id}/	also accepts update-subscription
fetch	read	GET	/form/{id}/	—
get	read	GET	/lead/{id}/	—
getAssociation	read	GET	/custom_field/shared/{scf_id}/association/{object_type}/	also accepts get-association
getCustom	read	GET	/report/custom/{org_id}/	also accepts get-custom
getLead	read	GET	/export/lead/{id}/	also accepts get-lead
getSentEmails	read	GET	/report/sent_emails/{org_id}/	also accepts get-sent-emails
getThread	read	GET	/comment_thread/{id}/	also accepts get-thread
listThreads	read	GET	/comment_thread/	also accepts list-threads
render	read	GET	/email_template/{id}/render/	—