Log in to your Close.io account. Navigation to the "Your API Keys" tab in "Settings". Press "New API Key" to create a key. Make sure you copy it and store it somewhere safe — you won't be able to access it again!
Close.io > Settings > Your API Keys > New API Key
Create a new resource in Retool, and select "Close.io" as the type. Enter your Close.io API key.
Resources > Add > Close.io
You can now select your newly-created Close.io resource from the Resource dropdown when creating queries in your Retool apps.
Retool currently supports "lead" and "opportunity" operations for Close.io. We'll be extending the integration in the future — get in touch if you have use-cases involving other operations!
Updated 10 months ago