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Connect to Close

Learn how to connect Close to Retool.

You can connect to Close and make it available as a resource in Retool. Once complete, your users can write queries that interact with Close data.

Requirements and settings

The following requirements for a Close resource depend on whether you are creating a resource on a cloud-hosted Retool organization or a self-hosted deployment.

For more information on how to obtain the necessary information from Close, refer to its documentation.

Requirements for cloud-hosted Retool

The following requirements must be met to successfully create Close resources.

RequirementDescription
Sufficient user permissions to create resources

All users for Retool organizations on Free or Team plans have global Edit permissions and can add, edit, and remove resources. If your organization manages user permissions for resources, you must be a member of a group with Edit all permissions.

Resource configuration settings

You must be able to provide the settings needed to create a resource. This may require you to perform actions, such as generating access credentials or creating a client application.

Resource authentication settings

You must have access to the data source and sufficient permissions to perform the actions needed, and be able to provide valid authentication settings.

Allow Retool access to the data source

If the data source is behind a firewall or restricts access based on IP address then you must ensure that your Retool organization can access it. If necessary, configure your data source to allow access from Retool's IP addresses.

Configuration settings for cloud-hosted Retool

Retool automatically configures the resource with the necessary settings.

Cloud-hosted Retool organizations can also optionally configure the following advanced options.

SettingDescription
Override default outbound Retool region

Specify a different outbound region from which Retool connects. This can improve performance if your resource is located in a different region to us-west-2.

Authentication settings for cloud-hosted Retool

Cloud-hosted Retool organizations can authenticate with this resource using the following methods. You must be able to provide the necessary credentials for the method you wish to use.

API key

Authentication is performed using the provided API key.

SettingDescription
API key

The API key.

1. Create a resource

Sign in to your Retool organization and navigate to the Resources tab. Click Create new > Resource, then select Close.

2. Configure the resource

Specify a name and location for your Close resource. Retool displays the resource name and type in query editors to help users identify them. Next, provide the required information to create the resource. Depending on how your data source is configured, you may also need to provide optional settings for Retool to connect.

3. Test the connection

Click Test Connection to verify that Retool can successfully connect to Close. If the test fails, check the resource settings and try again.

Testing only verifies connection

Testing a connection only checks whether Retool can successfully connect to the resource. It cannot check whether the provided credentials have sufficient privileges or can perform every supported action.

4. Save the resource

Click Create resource to complete the setup. You can then click either Create app to immediately start building a Retool app or Back to resources to return to the list of resources.

Wrap up

Your Close resource is now ready to use. To start querying Close data:

  1. Add a Resource query to an app or a Resource query block to a workflow.
  2. Select the new Close resource from the resources dropdown.
  3. Write and run a query.

Retool supports the lead and opportunity operations.