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Integrating SailPoint with Close

Close is a sales engagement CRM designed to help businesses manage leads, track communication, automate workflows, and close deals faster. It provides robust APIs for managing users, teams, and communication data, making it suitable for identity lifecycle management.

This document provides instructions to configure a new direct connection between SailPoint and Close. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Close connector supports the following:

Account Management

  • Aggregate Accounts

Entitlement Management

  • Aggregate Roles

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Ensure the following prerequisites are met before proceeding with the configuration:

  • Generate an API Key from your Close system.

    To generate an API Key, complete the following:

    1. In your Close system, go to Settings > Developer > New API Key.
    2. Enter a name. For example, TestKey
    3. Select Create API Key.
    4. Copy the API Key. Close only shows the key once. Store this securely, if you lose it you'll need to generate a new one.

  • Locate your Organization ID. This is required as part of the Base URL on the Connection Settings page.

    1. In your Close system, in the top-right select your profile icon and then go to Settings.
    2. Under Memberships, you will see all the organizations you are a part of .
    3. Find the organization you want, and then select the three vertical dots (⋮) next to it.
    4. Select Copy ID and paste in a secure location.