Connecting the Close CRM API to Google Sheets

Close is the inside sales CRM of choice for startups and SMBs. We can use the Close API to import data from Close into Google Sheets. In this tutorial, we’ll show you how to connect the Close REST API to Google Sheets in 5 steps:

  1. Install the Apipheny add-on
  2. Obtain an API key
  3. Choose a Close API endpoint
  4. Enter the Close API request into the Apipheny add-on
  5. Run the Close API request in your Google Sheets

Step 1.) Install and open the Apipheny add-on in Google Sheets

To pull data from the Close API to Google Sheets, first install and open the Apipheny Google Sheets add-on.

Apipheny is a no-code API integrator for Google Sheets that you can use to make unlimited API requests, connect to unlimited APIs, save API requests, schedule API requests, and more. 

1. Install Apipheny by opening the following link on desktop and then clicking the Install button on the page: https://apipheny.io/install

2. After you’ve installed Apipheny, open a Google Sheet and then click on the Add-Ons or Extensions option in the top menu. In the add-ons menu, you should see Apipheny.

Click Apipheny > Import API to open the Apipheny sidebar in your Google Sheets.

open apipheny

Step 2.) Obtain an API key

After logging into your Close account, go Settings, then click the API Keys item in the Integrations section:

Close dashboard
Close dashboard

On the next screen, click the +New API Key button to create an API Key:

API Keys section
API Keys section

Give a name to your API key and then click the Create API Key button:

New API Key creation
New API Key creation

Your API Key will be created. Copy and paste the key in a safe location because you’ll need it later. Click the OK button to proceed:

API Key displayed on the screen
API Key displayed on the screen

Your API key will also be displayed in the API Keys section:

Updated API Keys section
Updated API Keys section

Step 3.) Choose a Close API endpoint

In this section, we’ll show you how to browse the Close API documentation to find an API endpoint that retrieves the specific information you need from your Close account.

If you already know your API URL, or you want to use the same example URL as us, just skip to Step 4.

First, open the Close API documentation page: https://developer.close.com/

The menu on the left contains general topics about the Close API and a list of grouped API endpoints:

Close API documentation page
Close API documentation page

An example endpoint group is Tasks. This endpoint group contains 6 endpoints.

The Tasks group
The Tasks group

For example, we will describe the List or filter tasks endpoint that lists tasks or filter it. The URL for this endpoint is:

https://api.close.com/api/v1/task/


The documentation for this endpoint contains its HTTP method and URL path, a short description of the endpoint’s purpose, the accepted path parameters, the cURL command and the responses it can return:

List or filter tasks endpoint documentation
List or filter tasks endpoint documentation

Step 4.) Enter the Close API request into the Apipheny add-on

Okay, we’re in the home stretch. Now go back to your Google Sheet and make sure that the Apipheny add-on is open on the “Import” tab. With the Import Tab open, enter these details into the add-on:

Method: At the top of the Apipheny sidebar, select the HTTP method (GET or POST) as required by your Close API endpoint. For this example, we are using the GET method.

API URL: In Step 3, I explained how you can find the Close API endpoint that you need. Now copy the complete API URL into the Apipheny add-on, where it says API URL Path, followed by any GET parameters required for your query.

For this example, we are using the GET Contact endpoint, that lists contacts. The corresponding URL for this endpoint is:

https://api.close.com/api/v1/contact/

In the Headers section of the Apipheny add-on section, add one row with the following key and value:

Header
Key
Authorization
Value
Basic your_encoded_string

your_encoded_string is the encoded version of your API key and a colon “:”

You can use https://www.base64encode.org/ to encode the APIkey: string. Just enter your API key and “:“ like this APIKey: and then click “Encode”. The value you get should be pasted in the Header Value. Don’t forget to leave a space between “Basic” and your encoded API in the header value.

Here’s what our API request looked like:

  Close API request entered into Apipheny
Close API request entered into Apipheny

Step 5.) Run the Close API Request in your Google Sheet

The last step is to click the Run button at the bottom of the Apipheny add-on and then your Close CRM data will be imported into your Google Sheet.

  Close data imported into Google Sheets
Close data imported into Google Sheets

After making a successful request to the Close API, try querying a different Close API endpoint, or try using one of the more advanced features in the Apipheny add-on, such as:


More API Tutorials

Related Posts