Close
Close is a specialized CRM platform designed for small to medium-sized businesses, focusing on converting leads into revenue.
For more information about the API, see the Close REST API.
See the Schema section for a list of objects available for replication.| Cecha/możliwość | Szczegóły obsługi |
|---|---|
| Wspierane projekty Qlik Talend Data Integration | Tylko projekty replikacji. Projekty potoków danych nie są obsługiwane. |
Zadania replikacji:
Umieszczanie danych w zadaniach jeziora danych:
| |
| Ręczne tworzenie metadanych nie jest wymagane. | |
| Obsługiwana jest tylko operacja Zmień typ danych kolumny. | |
| Replikacja kolumn LOB (NCLOB, CLOB i BLOB) | Brak obsługi. |
| Zaplanowane CDC | Wymagane. W ten sposób cel jest na bieżąco informowany o zmianach w źródle. W kwestii zadań replikacji zobacz Planowanie CDC dla zadań replikacji W sprawie zadań umieszczania w jeziorze zobacz Harmonogram CDC dla zadań umieszczania w jeziorze |
| Powiadomienia | Częściowa obsługa |
| Monitorowanie | Tylko CDC, ponieważ pełne ładowanie jest nieodpowiednie dla tego łącznika. |
| Automatyczne eliminowanie zagnieżdżeń zawartości kolumn JSON | Brak obsługi. Ładunki kolumn JSON w źródłowych zestawach danych nie są automatycznie rozwijane w docelowych. |
Preparing for authentication
To access your data, you need to authenticate the connection with your account credentials.
To generate an API key:
- Log into your Close account.
- Click the user menu (your icon) in the top-right corner.
- Go to Settings > Developer > API Keys.
- Click New API Key.
- Enter a API key name.
- Click Create API Key.
- Copy the key.
Creating the connection
Więcej informacji zawiera temat Łączenie się z aplikacjami SaaS.
- Wprowadź wymagane właściwości połączenia.
Podaj nazwę połączenia w polu Nazwa połączenia.
Wybierz opcję Otwórz metadane połączenia, aby zdefiniować metadane połączenia po jegu utworzeniu.
Kliknij polecenie Utwórz.
| Setting | Description |
|---|---|
| Data gateway | Wybierz bramę Data Movement gateway, jeżeli jest wymagana do danego zastosowania. Informacja To pole jest niedostępne w subskrypcji Qlik Talend Cloud Starter, ponieważ brama Data Movement gateway jest w niej nieobsługiwana. Jeśli masz inny poziom subskrypcji i nie chcesz korzystać z bramy Data Movement gateway, wybierz opcję Brak. Informacje o zaletach bramy Data Movement gateway i o okolicznościach, w których jest wymagana, zawiera temat Qlik Data Gateway - Data Movement. |
| Start Date | Wprowadź datę, w formacie |
| API key | API key. |
Schema
Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.
The schema and info displayed below is for version 1.
Depending on your destination, table and column names may not appear as they are outlined below.
activities
The activities table contains info about various activities in your Close account.
An activity belongs to a lead and can represent any type of activity that was performed on a lead or its contact. This includes calls, emails, notes, and so on.
Attribution window
When data is replicated for this table, it will use an attribution window of 24 hours to fetch updated activities.
This means that every time a replication job runs, the last 24 hours’ worth of data will be replicated for this table. This is because Close doesn’t provide a way to query for activites based on a modification time, only when activities are created. A list of available querying methods can be found in Close’s documentation.
Refer to the Replication section for more info and examples of how the attribution window is used to query for data.
Replication Method | Append-Only Incremental |
Primary Key | id |
Replication Key | date_created |
| Useful links |
| Join activities with | on |
|---|---|
| leads | activities.contact_id = leads.contacts.id activities.contact_id = leads.opportunities.contact_id activities.contact_id = leads.tasks.contact_id activities.lead_id = leads.id activities.lead_id = leads.contacts.lead_id activities.lead_id = leads.opportunities.lead_id activities.lead_id = leads.tasks.lead_id activities.organization_id = leads.contacts.organization_id activities.organization_id = leads.opportunities.organization_id activities.organization_id = leads.organization_id activities.organization_id = leads.tasks.organization_id activities.task_id = leads.tasks.id activities.created_by = leads.contacts.created_by activities.updated_by = leads.contacts.created_by activities.user_id = leads.contacts.created_by activities.task_assigned_to = leads.contacts.created_by activities.users = leads.contacts.created_by activities.created_by = leads.contacts.updated_by activities.updated_by = leads.contacts.updated_by activities.user_id = leads.contacts.updated_by activities.task_assigned_to = leads.contacts.updated_by activities.users = leads.contacts.updated_by activities.created_by = leads.created_by activities.updated_by = leads.created_by activities.user_id = leads.created_by activities.task_assigned_to = leads.created_by activities.users = leads.created_by activities.created_by = leads.opportunities.created_by activities.updated_by = leads.opportunities.created_by activities.user_id = leads.opportunities.created_by activities.task_assigned_to = leads.opportunities.created_by activities.users = leads.opportunities.created_by activities.created_by = leads.opportunities.updated_by activities.updated_by = leads.opportunities.updated_by activities.user_id = leads.opportunities.updated_by activities.task_assigned_to = leads.opportunities.updated_by activities.users = leads.opportunities.updated_by activities.created_by = leads.opportunities.user_id activities.updated_by = leads.opportunities.user_id activities.user_id = leads.opportunities.user_id activities.task_assigned_to = leads.opportunities.user_id activities.users = leads.opportunities.user_id activities.created_by = leads.tasks.assigned_to activities.updated_by = leads.tasks.assigned_to activities.user_id = leads.tasks.assigned_to activities.task_assigned_to = leads.tasks.assigned_to activities.users = leads.tasks.assigned_to activities.created_by = leads.tasks.created_by activities.updated_by = leads.tasks.created_by activities.user_id = leads.tasks.created_by activities.task_assigned_to = leads.tasks.created_by activities.users = leads.tasks.created_by activities.created_by = leads.tasks.updated_by activities.updated_by = leads.tasks.updated_by activities.user_id = leads.tasks.updated_by activities.task_assigned_to = leads.tasks.updated_by activities.users = leads.tasks.updated_by activities.created_by = leads.updated_by activities.updated_by = leads.updated_by activities.user_id = leads.updated_by activities.task_assigned_to = leads.updated_by activities.users = leads.updated_by |
| tasks | activities.contact_id = tasks.contact_id activities.lead_id = tasks.lead_id activities.organization_id = tasks.organization_id activities.task_id = tasks.id activities.created_by = tasks.assigned_to activities.updated_by = tasks.assigned_to activities.user_id = tasks.assigned_to activities.task_assigned_to = tasks.assigned_to activities.users = tasks.assigned_to activities.created_by = tasks.created_by activities.updated_by = tasks.created_by activities.user_id = tasks.created_by activities.task_assigned_to = tasks.created_by activities.users = tasks.created_by activities.created_by = tasks.updated_by activities.updated_by = tasks.updated_by activities.user_id = tasks.updated_by activities.task_assigned_to = tasks.updated_by activities.users = tasks.updated_by |
| event_log | activities.lead_id = event_log.lead_id activities.organization_id = event_log.organization_id activities.created_by = event_log.user_id activities.updated_by = event_log.user_id activities.user_id = event_log.user_id activities.task_assigned_to = event_log.user_id activities.users = event_log.user_id |
| custom_fields | activities.organization_id = custom_fields.organization_id activities.created_by = custom_fields.created_by activities.updated_by = custom_fields.created_by activities.user_id = custom_fields.created_by activities.task_assigned_to = custom_fields.created_by activities.users = custom_fields.created_by activities.created_by = custom_fields.updated_by activities.updated_by = custom_fields.updated_by activities.user_id = custom_fields.updated_by activities.task_assigned_to = custom_fields.updated_by activities.users = custom_fields.updated_by |
| users | activities.organization_id = users.organizations activities.created_by = users.id activities.updated_by = users.id activities.user_id = users.id activities.task_assigned_to = users.id activities.users = users.id |
_type STRING |
attachments ARRAY |
bcc ARRAY |
body_html STRING |
body_html_quoted ARRAY body_html_quoted This is a nested data structure:
|
body_preview STRING |
body_text STRING |
body_text_quoted ARRAY body_text_quoted This is a nested data structure:
|
cc ARRAY |
contact_id STRING |
created_by STRING |
created_by_name STRING |
date_created DATE-TIME |
date_scheduled DATE-TIME |
date_sent DATE-TIME |
date_updated DATE-TIME |
dialer_id STRING |
direction STRING |
duration INTEGER |
email_account_id STRING |
envelope OBJECT This is a nested data structure:
|
id STRING |
import_id STRING |
in_reply_to_id STRING |
lead_id STRING |
local_phone STRING |
message_ids ARRAY |
need_smtp_credentials INTEGER, BOOLEAN |
new_status_id STRING |
new_status_label STRING |
new_status_type STRING |
note STRING |
old_status_id STRING |
old_status_label STRING |
old_status_type STRING |
opens ARRAY This is a nested data structure:
|
opens_summary STRING |
opportunity_confidence INTEGER |
opportunity_date_won STRING |
opportunity_id STRING |
opportunity_value INTEGER |
opportunity_value_currency STRING |
opportunity_value_formatted STRING |
opportunity_value_period STRING |
organization_id STRING |
phone STRING |
recording_url STRING |
references ARRAY |
remote_phone STRING |
send_attempts ARRAY This is a nested data structure:
|
sender STRING |
source STRING |
status STRING |
subject STRING |
task_assigned_to STRING |
task_assigned_to_name STRING |
task_id STRING |
task_text STRING |
template_id STRING |
template_name STRING |
thread_id STRING |
to ARRAY |
transferred_from STRING |
transferred_to STRING |
updated_by STRING |
updated_by_name STRING |
user_id STRING |
user_name STRING |
users ARRAY |
voicemail_duration INTEGER |
voicemail_url STRING |
custom_fields
The custom_fields table contains info about the custom fields in your Close account.
Custom fields allow you to store arbitrary data on leads in Close. Refer to Close’s documentation for more info.
Replication Method | CDC |
Primary Key | id |
Replication Key | date_updated |
| Useful links |
| Join custom_fields with | on |
|---|---|
| activities | custom_fields.organization_id = activities.organization_id custom_fields.created_by = activities.created_by custom_fields.updated_by = activities.created_by custom_fields.created_by = activities.updated_by custom_fields.updated_by = activities.updated_by custom_fields.created_by = activities.user_id custom_fields.updated_by = activities.user_id custom_fields.created_by = activities.task_assigned_to custom_fields.updated_by = activities.task_assigned_to custom_fields.created_by = activities.users custom_fields.updated_by = activities.users |
| event_log | custom_fields.organization_id = event_log.organization_id custom_fields.created_by = event_log.user_id custom_fields.updated_by = event_log.user_id |
| leads | custom_fields.organization_id = leads.contacts.organization_id custom_fields.organization_id = leads.opportunities.organization_id custom_fields.organization_id = leads.organization_id custom_fields.organization_id = leads.tasks.organization_id custom_fields.created_by = leads.contacts.created_by custom_fields.updated_by = leads.contacts.created_by custom_fields.created_by = leads.contacts.updated_by custom_fields.updated_by = leads.contacts.updated_by custom_fields.created_by = leads.created_by custom_fields.updated_by = leads.created_by custom_fields.created_by = leads.opportunities.created_by custom_fields.updated_by = leads.opportunities.created_by custom_fields.created_by = leads.opportunities.updated_by custom_fields.updated_by = leads.opportunities.updated_by custom_fields.created_by = leads.opportunities.user_id custom_fields.updated_by = leads.opportunities.user_id custom_fields.created_by = leads.tasks.assigned_to custom_fields.updated_by = leads.tasks.assigned_to custom_fields.created_by = leads.tasks.created_by custom_fields.updated_by = leads.tasks.created_by custom_fields.created_by = leads.tasks.updated_by custom_fields.updated_by = leads.tasks.updated_by custom_fields.created_by = leads.updated_by custom_fields.updated_by = leads.updated_by |
| tasks | custom_fields.organization_id = tasks.organization_id custom_fields.created_by = tasks.assigned_to custom_fields.updated_by = tasks.assigned_to custom_fields.created_by = tasks.created_by custom_fields.updated_by = tasks.created_by custom_fields.created_by = tasks.updated_by custom_fields.updated_by = tasks.updated_by |
| users | custom_fields.organization_id = users.organizations custom_fields.created_by = users.id custom_fields.updated_by = users.id |
choices ARRAY |
created_by STRING |
date_created DATE-TIME |
date_updated DATE-TIME |
editable_with_roles ARRAY |
id STRING |
name STRING |
organization_id STRING |
type STRING |
updated_by STRING |
event_log
The event_log table contains info about events generated in your Close account. This could include creating a lead, sending an email, or deleting a note.
Historical data limitations
Due to how Close’s API functions, only 30 days of historical data is available for this table from the initial connection date.
Refer to the Replication section for more info.
Replication Method | CDC |
Primary Key | id |
Replication Key | date_updated |
| Useful links |
| Join event_log with | on |
|---|---|
| activities | event_log.lead_id = activities.lead_id event_log.organization_id = activities.organization_id event_log.user_id = activities.created_by event_log.user_id = activities.updated_by event_log.user_id = activities.user_id event_log.user_id = activities.task_assigned_to event_log.user_id = activities.users |
| leads | event_log.lead_id = leads.id event_log.lead_id = leads.contacts.lead_id event_log.lead_id = leads.opportunities.lead_id event_log.lead_id = leads.tasks.lead_id event_log.organization_id = leads.contacts.organization_id event_log.organization_id = leads.opportunities.organization_id event_log.organization_id = leads.organization_id event_log.organization_id = leads.tasks.organization_id event_log.user_id = leads.contacts.created_by event_log.user_id = leads.contacts.updated_by event_log.user_id = leads.created_by event_log.user_id = leads.opportunities.created_by event_log.user_id = leads.opportunities.updated_by event_log.user_id = leads.opportunities.user_id event_log.user_id = leads.tasks.assigned_to event_log.user_id = leads.tasks.created_by event_log.user_id = leads.tasks.updated_by event_log.user_id = leads.updated_by |
| tasks | event_log.lead_id = tasks.lead_id event_log.organization_id = tasks.organization_id event_log.user_id = tasks.assigned_to event_log.user_id = tasks.created_by event_log.user_id = tasks.updated_by |
| custom_fields | event_log.organization_id = custom_fields.organization_id event_log.user_id = custom_fields.created_by event_log.user_id = custom_fields.updated_by |
| users | event_log.organization_id = users.organizations event_log.user_id = users.id |
action STRING |
changed_fields ARRAY |
data STRING |
date_created DATE-TIME |
date_updated DATE-TIME |
id STRING |
lead_id STRING |
meta OBJECT This is a nested data structure:
|
object_id STRING |
object_type STRING |
organization_id STRING |
previous_data STRING |
request_id STRING |
user_id STRING |
leads
The leads table contains info about the leads in your Close account.
Leads represent a company or organization and may contain contacts, tasks, opportunities, and activities. In Close, a lead is synonymous with “account” in other CRMs.
Replication Method | CDC |
Primary Key | id |
Replication Key | date_updated |
| Useful links |
| Join leads with | on |
|---|---|
| activities | leads.contacts.id = activities.contact_id leads.opportunities.contact_id = activities.contact_id leads.tasks.contact_id = activities.contact_id leads.id = activities.lead_id leads.contacts.lead_id = activities.lead_id leads.opportunities.lead_id = activities.lead_id leads.tasks.lead_id = activities.lead_id leads.contacts.organization_id = activities.organization_id leads.opportunities.organization_id = activities.organization_id leads.organization_id = activities.organization_id leads.tasks.organization_id = activities.organization_id leads.tasks.id = activities.task_id leads.contacts.created_by = activities.created_by leads.contacts.updated_by = activities.created_by leads.created_by = activities.created_by leads.opportunities.created_by = activities.created_by leads.opportunities.updated_by = activities.created_by leads.opportunities.user_id = activities.created_by leads.tasks.assigned_to = activities.created_by leads.tasks.created_by = activities.created_by leads.tasks.updated_by = activities.created_by leads.updated_by = activities.created_by leads.contacts.created_by = activities.updated_by leads.contacts.updated_by = activities.updated_by leads.created_by = activities.updated_by leads.opportunities.created_by = activities.updated_by leads.opportunities.updated_by = activities.updated_by leads.opportunities.user_id = activities.updated_by leads.tasks.assigned_to = activities.updated_by leads.tasks.created_by = activities.updated_by leads.tasks.updated_by = activities.updated_by leads.updated_by = activities.updated_by leads.contacts.created_by = activities.user_id leads.contacts.updated_by = activities.user_id leads.created_by = activities.user_id leads.opportunities.created_by = activities.user_id leads.opportunities.updated_by = activities.user_id leads.opportunities.user_id = activities.user_id leads.tasks.assigned_to = activities.user_id leads.tasks.created_by = activities.user_id leads.tasks.updated_by = activities.user_id leads.updated_by = activities.user_id leads.contacts.created_by = activities.task_assigned_to leads.contacts.updated_by = activities.task_assigned_to leads.created_by = activities.task_assigned_to leads.opportunities.created_by = activities.task_assigned_to leads.opportunities.updated_by = activities.task_assigned_to leads.opportunities.user_id = activities.task_assigned_to leads.tasks.assigned_to = activities.task_assigned_to leads.tasks.created_by = activities.task_assigned_to leads.tasks.updated_by = activities.task_assigned_to leads.updated_by = activities.task_assigned_to leads.contacts.created_by = activities.users leads.contacts.updated_by = activities.users leads.created_by = activities.users leads.opportunities.created_by = activities.users leads.opportunities.updated_by = activities.users leads.opportunities.user_id = activities.users leads.tasks.assigned_to = activities.users leads.tasks.created_by = activities.users leads.tasks.updated_by = activities.users leads.updated_by = activities.users |
| tasks | leads.contacts.id = tasks.contact_id leads.opportunities.contact_id = tasks.contact_id leads.tasks.contact_id = tasks.contact_id leads.id = tasks.lead_id leads.contacts.lead_id = tasks.lead_id leads.opportunities.lead_id = tasks.lead_id leads.tasks.lead_id = tasks.lead_id leads.contacts.organization_id = tasks.organization_id leads.opportunities.organization_id = tasks.organization_id leads.organization_id = tasks.organization_id leads.tasks.organization_id = tasks.organization_id leads.tasks.id = tasks.id leads.contacts.created_by = tasks.assigned_to leads.contacts.updated_by = tasks.assigned_to leads.created_by = tasks.assigned_to leads.opportunities.created_by = tasks.assigned_to leads.opportunities.updated_by = tasks.assigned_to leads.opportunities.user_id = tasks.assigned_to leads.tasks.assigned_to = tasks.assigned_to leads.tasks.created_by = tasks.assigned_to leads.tasks.updated_by = tasks.assigned_to leads.updated_by = tasks.assigned_to leads.contacts.created_by = tasks.created_by leads.contacts.updated_by = tasks.created_by leads.created_by = tasks.created_by leads.opportunities.created_by = tasks.created_by leads.opportunities.updated_by = tasks.created_by leads.opportunities.user_id = tasks.created_by leads.tasks.assigned_to = tasks.created_by leads.tasks.created_by = tasks.created_by leads.tasks.updated_by = tasks.created_by leads.updated_by = tasks.created_by leads.contacts.created_by = tasks.updated_by leads.contacts.updated_by = tasks.updated_by leads.created_by = tasks.updated_by leads.opportunities.created_by = tasks.updated_by leads.opportunities.updated_by = tasks.updated_by leads.opportunities.user_id = tasks.updated_by leads.tasks.assigned_to = tasks.updated_by leads.tasks.created_by = tasks.updated_by leads.tasks.updated_by = tasks.updated_by leads.updated_by = tasks.updated_by |
| event_log | leads.id = event_log.lead_id leads.contacts.lead_id = event_log.lead_id leads.opportunities.lead_id = event_log.lead_id leads.tasks.lead_id = event_log.lead_id leads.contacts.organization_id = event_log.organization_id leads.opportunities.organization_id = event_log.organization_id leads.organization_id = event_log.organization_id leads.tasks.organization_id = event_log.organization_id leads.contacts.created_by = event_log.user_id leads.contacts.updated_by = event_log.user_id leads.created_by = event_log.user_id leads.opportunities.created_by = event_log.user_id leads.opportunities.updated_by = event_log.user_id leads.opportunities.user_id = event_log.user_id leads.tasks.assigned_to = event_log.user_id leads.tasks.created_by = event_log.user_id leads.tasks.updated_by = event_log.user_id leads.updated_by = event_log.user_id |
| custom_fields | leads.contacts.organization_id = custom_fields.organization_id leads.opportunities.organization_id = custom_fields.organization_id leads.organization_id = custom_fields.organization_id leads.tasks.organization_id = custom_fields.organization_id leads.contacts.created_by = custom_fields.created_by leads.contacts.updated_by = custom_fields.created_by leads.created_by = custom_fields.created_by leads.opportunities.created_by = custom_fields.created_by leads.opportunities.updated_by = custom_fields.created_by leads.opportunities.user_id = custom_fields.created_by leads.tasks.assigned_to = custom_fields.created_by leads.tasks.created_by = custom_fields.created_by leads.tasks.updated_by = custom_fields.created_by leads.updated_by = custom_fields.created_by leads.contacts.created_by = custom_fields.updated_by leads.contacts.updated_by = custom_fields.updated_by leads.created_by = custom_fields.updated_by leads.opportunities.created_by = custom_fields.updated_by leads.opportunities.updated_by = custom_fields.updated_by leads.opportunities.user_id = custom_fields.updated_by leads.tasks.assigned_to = custom_fields.updated_by leads.tasks.created_by = custom_fields.updated_by leads.tasks.updated_by = custom_fields.updated_by leads.updated_by = custom_fields.updated_by |
| users | leads.contacts.organization_id = users.organizations leads.opportunities.organization_id = users.organizations leads.organization_id = users.organizations leads.tasks.organization_id = users.organizations leads.contacts.created_by = users.id leads.contacts.updated_by = users.id leads.created_by = users.id leads.opportunities.created_by = users.id leads.opportunities.updated_by = users.id leads.opportunities.user_id = users.id leads.tasks.assigned_to = users.id leads.tasks.created_by = users.id leads.tasks.updated_by = users.id leads.updated_by = users.id |
addresses ARRAY This is a nested data structure:
|
contacts ARRAY This is a nested data structure:
|
created_by STRING |
created_by_name STRING |
custom_fields ARRAY This is a nested data structure:
|
date_created DATE-TIME |
date_updated DATE-TIME |
description STRING |
display_name STRING |
html_url STRING |
id STRING |
integration_links ARRAY This is a nested data structure:
|
name STRING |
opportunities ARRAY This is a nested data structure:
|
organization_id STRING |
status_id STRING |
status_label STRING |
tasks ARRAY This is a nested data structure:
|
updated_by STRING |
updated_by_name STRING |
url STRING |
tasks
The tasks table contains info about the tasks in your Close account. Tasks are action items with a given date that are assigned to a sales rep.
Replication Method | CDC |
Primary Key | id |
Replication Key | date_updated |
| Useful links |
| Join tasks with | on |
|---|---|
| activities | tasks.contact_id = activities.contact_id tasks.lead_id = activities.lead_id tasks.organization_id = activities.organization_id tasks.id = activities.task_id tasks.assigned_to = activities.created_by tasks.created_by = activities.created_by tasks.updated_by = activities.created_by tasks.assigned_to = activities.updated_by tasks.created_by = activities.updated_by tasks.updated_by = activities.updated_by tasks.assigned_to = activities.user_id tasks.created_by = activities.user_id tasks.updated_by = activities.user_id tasks.assigned_to = activities.task_assigned_to tasks.created_by = activities.task_assigned_to tasks.updated_by = activities.task_assigned_to tasks.assigned_to = activities.users tasks.created_by = activities.users tasks.updated_by = activities.users |
| leads | tasks.contact_id = leads.contacts.id tasks.contact_id = leads.opportunities.contact_id tasks.contact_id = leads.tasks.contact_id tasks.lead_id = leads.id tasks.lead_id = leads.contacts.lead_id tasks.lead_id = leads.opportunities.lead_id tasks.lead_id = leads.tasks.lead_id tasks.organization_id = leads.contacts.organization_id tasks.organization_id = leads.opportunities.organization_id tasks.organization_id = leads.organization_id tasks.organization_id = leads.tasks.organization_id tasks.id = leads.tasks.id tasks.assigned_to = leads.contacts.created_by tasks.created_by = leads.contacts.created_by tasks.updated_by = leads.contacts.created_by tasks.assigned_to = leads.contacts.updated_by tasks.created_by = leads.contacts.updated_by tasks.updated_by = leads.contacts.updated_by tasks.assigned_to = leads.created_by tasks.created_by = leads.created_by tasks.updated_by = leads.created_by tasks.assigned_to = leads.opportunities.created_by tasks.created_by = leads.opportunities.created_by tasks.updated_by = leads.opportunities.created_by tasks.assigned_to = leads.opportunities.updated_by tasks.created_by = leads.opportunities.updated_by tasks.updated_by = leads.opportunities.updated_by tasks.assigned_to = leads.opportunities.user_id tasks.created_by = leads.opportunities.user_id tasks.updated_by = leads.opportunities.user_id tasks.assigned_to = leads.tasks.assigned_to tasks.created_by = leads.tasks.assigned_to tasks.updated_by = leads.tasks.assigned_to tasks.assigned_to = leads.tasks.created_by tasks.created_by = leads.tasks.created_by tasks.updated_by = leads.tasks.created_by tasks.assigned_to = leads.tasks.updated_by tasks.created_by = leads.tasks.updated_by tasks.updated_by = leads.tasks.updated_by tasks.assigned_to = leads.updated_by tasks.created_by = leads.updated_by tasks.updated_by = leads.updated_by |
| event_log | tasks.lead_id = event_log.lead_id tasks.organization_id = event_log.organization_id tasks.assigned_to = event_log.user_id tasks.created_by = event_log.user_id tasks.updated_by = event_log.user_id |
| custom_fields | tasks.organization_id = custom_fields.organization_id tasks.assigned_to = custom_fields.created_by tasks.created_by = custom_fields.created_by tasks.updated_by = custom_fields.created_by tasks.assigned_to = custom_fields.updated_by tasks.created_by = custom_fields.updated_by tasks.updated_by = custom_fields.updated_by |
| users | tasks.organization_id = users.organizations tasks.assigned_to = users.id tasks.created_by = users.id tasks.updated_by = users.id |
_type STRING |
assigned_to STRING |
assigned_to_name STRING |
body_preview STRING |
contact_id STRING |
contact_name STRING |
created_by STRING |
created_by_name STRING |
date DATE-TIME |
date_created DATE-TIME |
date_updated DATE-TIME |
due_date DATE-TIME |
email_id STRING |
emails ARRAY |
id STRING |
is_complete BOOLEAN |
is_dateless BOOLEAN |
lead_id STRING |
lead_name STRING |
local_phone STRING |
object_id STRING |
object_type STRING |
opportunity_note STRING |
opportunity_value INTEGER |
opportunity_value_currency STRING |
opportunity_value_formatted STRING |
opportunity_value_period STRING |
organization_id STRING |
phone STRING |
phone_formatted STRING |
phone_number_description STRING |
recording_url STRING |
remote_phone STRING |
remote_phone_description STRING |
remote_phone_formatted STRING |
subject STRING |
text STRING |
updated_by STRING |
updated_by_name STRING |
view STRING |
voicemail_duration INTEGER |
voicemail_url STRING |
users
The users table contains info about the users in your Close account.
In Close, users are typically your co-workers and sales reps, or those inside your company.
Replication Method | CDC |
Primary Key | id |
Replication Key | date_updated |
| Useful links |
| Join users with | on |
|---|---|
| activities | users.organizations = activities.organization_id users.id = activities.created_by users.id = activities.updated_by users.id = activities.user_id users.id = activities.task_assigned_to users.id = activities.users |
| custom_fields | users.organizations = custom_fields.organization_id users.id = custom_fields.created_by users.id = custom_fields.updated_by |
| event_log | users.organizations = event_log.organization_id users.id = event_log.user_id |
| leads | users.organizations = leads.contacts.organization_id users.organizations = leads.opportunities.organization_id users.organizations = leads.organization_id users.organizations = leads.tasks.organization_id users.id = leads.contacts.created_by users.id = leads.contacts.updated_by users.id = leads.created_by users.id = leads.opportunities.created_by users.id = leads.opportunities.updated_by users.id = leads.opportunities.user_id users.id = leads.tasks.assigned_to users.id = leads.tasks.created_by users.id = leads.tasks.updated_by users.id = leads.updated_by |
| tasks | users.organizations = tasks.organization_id users.id = tasks.assigned_to users.id = tasks.created_by users.id = tasks.updated_by |
date_created DATE-TIME |
date_updated DATE-TIME |
STRING |
first_name STRING |
id STRING |
image STRING |
last_name STRING |
last_used_timezone STRING |
organizations ARRAY |