API Changelog

OpenAPI Spec now available

We 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 schemas. If you have any feedback or use cases you’d like to share, please let us know by emailing support@close.com.

applies_to field on Outcomes deprecated for write operations

The 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 derived from the type field:

• When type is custom, applies_to will always be ["calls", "meetings"].
• When type is vm-dropped, applies_to will be ["calls"].

The applies_to field will continue to be returned in read responses. No changes are needed for integrations that only read this field.

Form Submissions API

We 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 activity.form_submission.created, activity.form_submission.updated, and activity.form_submission.deleted, which you can subscribe to using webhooks.

Sender field requirements for Email activities

We 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, outbox, or error. It may be omitted in the following cases:

• For draft, since the sender can be specified later before sending.
• For sent, where it defaults to the email address of the user associated with the email or the owner of the API key.

When updating a draft’s status to scheduled or outbox, the sender field is now required if the email doesn’t have one yet.

Note titles and pinned_at timestamps

You 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.

Transcription related fields in Meeting API

We have added the transcripts field to responses in the Meeting API.

Outcome API

We 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 teams track and categorize the results of their interactions with prospects and customers.

Field Enrichment API

We have introduced the Field Enrichment API that uses AI to intelligently populate fields on leads and contacts.

WhatsApp Messages API

We 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 the CRM.

Important: WhatsApp messages can only be synced into Close for viewing and tracking purposes. Close does not send WhatsApp messages directly - actual sending must be done through WhatsApp apps or other third-party WhatsApp platforms.

The new API includes:

• Support for syncing inbound and outbound WhatsApp messages
• File attachment capabilities (up to 25MB total per message)
• Integration links to connect back to external systems
• Thread support via the response_to_id field to track message replies

We also introduced new events activity.whatsapp_message.created, activity.whatsapp_message.updated, and activity.whatsapp_message.deleted, which you can subscribe to using webhooks.

lead_id is now optional when creating a Contact or Opportunity

We 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 have also added the ability to create an opportunity without specifying an existing lead_id. Doing so will create a new lead with no name (it will appear in the Close UI as “Untitled”), and associate the new opportunity with this new lead.

This allows integrations to create contacts and opportunities without needing to create leads first.