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Connect to Close

Connect Close to Retool and manage leads, contacts, and opportunities.

Close is a sales CRM for managing leads, contacts, and opportunities.

What you can do with Close in Retool​

After you create a Close resource in Retool, you can:

  • Retrieve leads, contacts, and opportunities.
  • Create and update leads and opportunities.
  • Log calls, emails, and activities.
  • Build sales dashboards and admin panels on top of Close data.

Before you begin​

To connect Close to Retool, you need the following:

  • Close API key: A key from your Close settings page.
  • Retool permissions: Ability to create and manage resources in your organization.

Create a Close resource​

Follow these steps to create a Close resource in Retool.

Create a new resource​

In your Retool organization, navigate to Resources in the main navigation and click Create new → Resource. Search for Close and click the Close tile to begin configuration.

Configure general settings​

Specify a name and description for the resource that indicates which Close account it connects to. The description provides more context to users and Assist about how to use the resource.

Example nameExample description
Close (Sales)Close CRM used by the sales team to track leads and opportunities.
Close (Support handoff)Close account used to sync support tickets with sales opportunities.

Configure authentication​

Close resources authenticate using an API key.

Paste your Close API key into the API key field. Retrieve it from your Close settings page.

Example
API key: api_1234567890abcdefghijklmnopqrstuvwxyz

Test the connection​

Click Test connection to verify Retool can connect to Close. If the test succeeds, you see a success message. If it fails, check the following:

  • API key is correct: Confirm the key hasn't been revoked in your Close settings.
  • Key permissions: Confirm the key has access to the data you're querying.
Use Debug Tools for detailed connection information

After testing the connection, click View in console to open the Debug Tools console. The console displays request details (URL, method, headers) and the response (status code, body), along with execution time and error details if the test fails. This information is helpful for troubleshooting connection issues.

Save the resource​

Click Create resource to save your Close resource. You can now use it in queries across your Retool apps and automations.

Interact with Close data​

Once you've created a Close resource, you can interact with Close data using Retool.

Switch to the new app builder

Retool recommends using the new app builder so you can use natural language to build React-based apps using AI.

  • To use Close data in the app builder, reference the resource in the prompt with @, such as @Close (Sales). Refer to the data and functions documentation to learn more.
  • For classic apps, workflows, and agents, refer to the REST API queries documentation to learn how to write a resource query.

Best practices​

Follow these best practices to maintain the security of your Close resource.

  • Use configuration variables: Store the Close API key in configuration variables or Retool secrets rather than hardcoding it in queries.
  • Rotate credentials regularly: Regenerate the API key on a regular schedule, and immediately if it's ever exposed.
  • Use resource environments: Organizations on an Enterprise plan can configure multiple resource environments to maintain separate Close credentials for production, staging, and development.