CRM & sales
Close integration
Connect Close to Flitch and turn your leads, opportunities, and call activity into live dashboards.
Flitch is an AI BI tool that connects to Close and turns your data into shareable dashboards. Sign in with Close and pick the objects you want to import, from leads and opportunities to calls and emails. Flitch keeps them in sync and lets you describe the sales reports you need in plain language, no SQL required. It reads 9 Close objects, including Leads, Contacts and Opportunities.
- One-click read-only sign-in
- Import leads, opportunities, tasks, and call and email activity
- Describe the dashboard you want in plain language
- Schedule background refresh to stay current
What Close data can you import into Flitch?
| Object | API resource |
|---|---|
| Leads | lead |
| Contacts | contact |
| Opportunities | opportunity |
| Tasks | task |
| Notes | notes |
| Calls | calls |
| Emails | emails |
| Users | user |
| Lead Statuses | lead_statuses |
Objects map to resources in the Close API documentation.
How do you connect Close to Flitch?
One-click read-only sign-in with Close (OAuth).
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Pick a prompt to get started.
Close integration FAQ
What data can I import from Close?
Flitch reads your Leads, Contacts, Opportunities, Tasks, Notes, Calls, Emails, Users, and Lead Statuses. Choose the objects you want and Flitch turns each into a dataset.
Can I build a sales activity dashboard from Close?
Yes. Import Calls, Emails, and Tasks and ask Flitch for activity by rep or by day, and it assembles the charts from your Close records.
Can I report on my Close sales pipeline?
Yes. Bring in Opportunities and Lead Statuses and describe the pipeline view you want, like value by status or conversion, and Flitch builds it in plain language.
Does Flitch change anything in Close?
No. The connection is read-only through OAuth, so Flitch only reads the objects you import and never writes back to your CRM.
How does Flitch keep Close data current?
Set a background refresh and Flitch re-pulls your leads, opportunities, and activities on your chosen cadence so dashboards stay up to date.
Does Flitch copy my Close data?
Only the objects you choose. Close is an API rather than a database Flitch can query in place, so those objects are pulled on your refresh schedule and stored as datasets. Nothing else is taken, and aggregation still happens in SQL against your data model, so a figure means the same thing on every dashboard built from it. Connect a database instead and Flitch queries it directly with no copy at all.
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