Import leads into Close CRM using the REST API

domain: developer.close.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Authenticate using HTTP Basic auth with your Close API key as the username and an empty string as the password
  2. Create a lead by POSTing to /api/v1/lead/ with a JSON body containing name, status_id (retrieve valid IDs from GET /api/v1/status/lead/), and optionally contacts, addresses, and custom fields
  3. Nest contact details inside the contacts array in the same lead creation payload to create contacts atomically with the lead
  4. For bulk imports, use a loop of individual POSTs — Close does not have a dedicated batch lead creation endpoint; rate-limit your loop to avoid 429 errors
  5. Retrieve the lead id from the creation response for follow-up operations such as attaching activities or opportunities

Known gotchas

Related routes

Create and reference custom fields on Close CRM leads and contacts via API
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Use Close CRM's bulk email sequence enrollment API to add a list of leads to a sequence, handle partial failures, and track sequence state via the activity feed
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Use Close CRM's smart view search API to query leads with complex filter combinations, export matching lead IDs, and bulk-update a custom field across the result set
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