System updates
Get started
Connect data
Build reports
Data sources
Manage teams
Transform data
- Data blending
- Custom fields
Google Sheets
Looker Studio
Excel
Power BI
- Set up Supermetrics for Power BI
- Using Supermetrics in Power BI
  - How to add images to Power BI reports
  - How to customize data loaded to your Power BI report
- Power BI troubleshooting
Data warehouses and cloud storage
- Set up Supermetrics for data warehouses and cloud storage
- Prerequisites and configuration for data warehouse and data lake destinations
  - AlloyDB
  - Amazon S3
  - Azure SQL Database
  - Azure Storage
  - Azure Synapse
  - BigQuery
  - Google Cloud Storage
  - Redshift
  - Snowflake
  - SFTP servers
  - BigQuery (marketplace)
- Transfers
- Refresh settings
- Monitoring
  - How to monitor your data warehouse transfers on the Supermetrics Hub
  - How to monitor your BigQuery (marketplace) data transfers
- Table Manager
- Data integrations troubleshooting
  - How to refresh account list in data warehouse destinations and Query Manager (API)
  - How to fix the “Confirm logout: Cannot execute query” error
Supermetrics Storage
- Using Supermetrics Storage
The Supermetrics API and Query Manager
- Using the Supermetrics API
Data activation
- Activating your data
  - How to use Supermetrics Data Activation with LinkedIn Conversions API integration

Close CRM connection guide

Supermetrics Support Site Team

Modified on: Mon, 26 May, 2025 at 11:17 AM

This guide contains all permissions and requirements for connecting your Close CRM data to Supermetrics.

You can connect to data sources from the Data sources page on the Supermetrics Hub. On the Hub, you can also share an authentication link to connect to a data source you don't have direct access to.

After you connect to the data source on the Hub, you can use the data source connection in all available destinations.

Required permissions

Before using the Close CRM connector, you need to create an API key on the Close platform.

How to obtain your API key:

Log in to your Close account
Navigate to Settings → Developer → API Keys.
Click + New API Key to create a new key.
Provide a meaningful name for the key that helps you identify which integration it's used for.
Once the key is created, copy and store it securely. You’ll only be shown the full key once — after that, only a shortened reference will appear in your settings.

Query types

If prompted, you need to select a query type to pull data.

Leads: Pull all the dimensions and metrics for your leads, filtered by created or updated date.

Connection instructions

When connecting to Close CRM, you need your API key.

Select the Close CRM data source on the Supermetrics Hub or in the data destination.
Enter the API Key.
If prompted, choose to make this connection shared or private.
Click Start.
In your data destination, select the organizations to include in your reporting and a query type, if prompted.

See detailed instructions on how to connect to a data source from the Supermetrics Hub.

You can also connect to Close CRM from these destinations:

Google Sheets: How to log in to a Supermetrics data source in Google Sheets
Looker Studio: How to connect data sources to Looker Studio
Excel: How to connect data sources to Excel with Supermetrics
Power BI: How to create your first Supermetrics query for Power BI
The Supermetrics API: How to use the Query Manager
Data warehouse and cloud storage (Hub): How to create a transfer
BigQuery (marketplace): How to create a BigQuery (marketplace) transfer

More resources