Connect to Close

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

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.

To create a Close resource, you need an API key from Close.

1. Create a new resource

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

2. Select the resource type

Retool can connect to almost any API or database, and has built-in integrations for popular data sources. Select the Close resource type.

3. Configure the resource

Specify a name and location for the Close resource. Retool displays the resource name and type in query editors to help users identify them. Next, enter the API Key you created.

Click Test Connection to verify that Retool can connect to Close. If the test fails, check the resource settings and try again. 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 interact with Close data, select the resource in the query editor. Retool supports the lead and opportunity operations.