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Documentation Index

Fetch the complete documentation index at: https://docs.alterauth.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Connect your users to Close for sales CRM, pipeline management, and lead tracking.
PropertyValue
Provider IDclose
CategoryCRM
PKCESupported
Token refreshAutomatic
Redirect URIShown in Developer Portal

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Step 1: Create a Close OAuth App

1

Go to Close Developer Settings

Navigate to Close Developer Settings and sign in.
2

Register a new application

Click Register New OAuth Application.
3

Configure the application

Enter the application name and description. Add the Alter callback URL (from the Developer Portal) to Redirect URIs.
4

Get your credentials

Copy the Client ID and Client Secret.
Never share your Client Secret publicly. Store it securely and only enter it in the Alter Vault Developer Portal.

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Step 2: Add to Alter Vault

1

Open the Developer Portal

Go to portal.alterauth.com and navigate to your app.
2

Add Close provider

Go to OAuth Providers > Add Provider > Close.
3

Enter credentials

  • Client ID: Paste your Close Client ID
  • Client Secret: Paste your Close Client Secret
4

Select scopes

Choose the scopes your app needs.
5

Save

Click Save. The provider is now active.

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Available Scopes

ScopeDescription
offline_accessRequest a refresh token for long-lived access
all.full_accessFull read and write access to all resources
all.readRead-only access to all resources

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Notes

  • Include the offline_access scope to receive a refresh token. Without it, access tokens will expire and cannot be renewed automatically.
  • For read-only integrations, use all.read combined with offline_access.
  • See the Close API documentation for more details on authentication and available endpoints.