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Sales & CRM

Close.com connector

Export leads, calls and email activity from Close.

How we unlock Close.com

01

Connect the source

Secure authentication to Close.com via OAuth, API key or a read-only database user.

02

Select streams and frequency

Together we decide which objects and fields you need and whether we load fully or incrementally.

03

Load into your data platform

Data lands in your warehouse or lakehouse and is modelled into usable tables.

04

Monitoring and alerting

Every run is monitored; on failures or anomalies you get an immediate alert.

What you can do with it

  • Combine history from Close.com with other sources in one report.
  • Daily or near real-time refresh without manual exports.
  • Reliable KPIs thanks to validation and data quality rules.
  • A traceable, documented data flow that is audit-proof.