Getting StartedAPI ChangelogSubscribe via RSSAs we make changes to our API, we’ll publish below. Changes to the product itself will be published on Product Updates.AllEnhancementNewDeprecationJun 1, 2026Rich text notes on OpportunitiesOpportunities now support a note_html field for rich text notes, alongside the existing plaintext note field. When you create or update an opportunity: Providing note_html makes it the source of…EnhancementMay 7, 2026Forms APIWe have added the Forms API. You can now list the forms your team has built in Close and inspect their field definitions, including field types and select-field choices.NewMay 4, 2026Playbooks APIWe have added a new Playbooks API for managing playbooks — reusable templates that standardize how your team conducts calls and meetings.NewApr 10, 2026Blocked Phone Numbers APIWe have added a new Blocked Phone Numbers API, which lets you manage a list of phone numbers that should be blocked from calling or messaging within your organization.EnhancementApr 6, 2026OpenAPI Spec now availableWe now publish an OpenAPI spec for the Close API at: https://api.close.com/api/openapi.json This spec is currently considered experimental and does not yet contain 100% coverage of request/response…NewMar 6, 2026`applies_to` field on Outcomes deprecated for write operationsThe applies_to field on the Outcome API is now deprecated on write operations (create and update). In a future update, the field will be ignored on create and update requests and will instead be…DeprecationJan 14, 2026Form Submissions APIWe have added support for Form Submissions as a new activity type. Form Submissions are created by the system whenever someone fills out a Close Form. We also introduced new events…EnhancementDec 17, 2025Sender field requirements for Email activitiesWe fixed a bug in the Email API that previously allowed creating emails without a sender in cases where a sender is required. The sender field is required for emails with status inbox, scheduled,…EnhancementAug 25, 2025Note titles and pinned_at timestampsYou can now set a Note's title field when creating or updating a Note via the Note API. We have also added the title and pinned_at fields to responses in the Note API.EnhancementAug 14, 2025Transcription related fields in Meeting APIWe have added the transcripts field to responses in the Meeting API.EnhancementJul 29, 2025Outcome APIWe have introduced the Outcome API which allows you to organize & manage outcomes, i.e. standardized results that can be applied to activities such as calls and meetings. Outcomes can help sales…EnhancementJul 16, 2025Field Enrichment APIWe have introduced the Field Enrichment API that uses AI to intelligently populate fields on leads and contacts.EnhancementJun 25, 2025WhatsApp Messages APIWe have added support for WhatsApp Messages as a new activity type. This allows integration partners to sync WhatsApp messages into Close, enabling viewing of ongoing WhatsApp conversations within…EnhancementFeb 14, 2025lead_id is now optional when creating a Contact or OpportunityWe have added the ability to create a contact without specifying an existing lead_id. Doing so will create a new lead, named after the contact, and associate the new contact with this new lead. We…EnhancementJan 6, 2025Updating Webhook SubscriptionsWe have updated the Webhook Subscription PUT endpoint to accept additional parameters. You can now update existing subscriptions with a new url, a new list of events to subscribe to, and a verify_ssl…EnhancementDec 2, 2024record_calls field on memberships deprecatedThe boolean record_calls field on the Membership API has been deprecated in favor of auto_record_calls, an enum field with the initial value of 'unset' for a new membership, and which can be updated…DeprecationNov 6, 2024Date format in CSV ExportsWe have updated the Export API with a new date_format parameter to control the format of date objects in CSV exports.EnhancementSep 9, 2024Archiving Custom Object TypesCustom Object Types can now be archived, by providing is_archived: true flag during an update operation.EnhancementAug 28, 2024Custom Objects are now publicCustom Objects are no longer in beta, meaning they are available to everyone on the corresponding billing plan.EnhancementJun 26, 2024Delete Lead & Opportunity status change activitiesWe have added the ability to delete Lead and Opportunity Status Change activities. Deleting a status change does not change the status of the Lead or Opportunity. It only removes the status change…Enhancement
