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Lookup Object with Close

Lookup an Object (Lead, Contact) in your Close CRM

Updated over 4 months ago

Introduction

This integration enables users to lookup Lead or Contact objects in Close CRM directly from Clay. By leveraging Close's API, users can retrieve detailed information about leads and contacts, including custom fields, associated opportunities, and communication history.

Input

Name

Is Optional

Description

Type

Object Type

The type of object you want to lookup.

text

Query

Use the [Visual Query Builder](https://developer.close.com/resources/advanced-filtering/#visual-query-builder) to construct a query and paste the output here. Once pasted, be sure to adjust the output to use your Clay variables.

text

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