---
title: "Close CRM connection guide"
slug: "close-crm-connection-guide"
description: "Connect your Close CRM data to Supermetrics with our guide. Learn about API keys, permissions, and integration steps for seamless data access."
updated: 2026-05-06T11:44:23Z
published: 2026-05-06T13:26:01Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.supermetrics.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Close CRM connection guide

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](https://hub.supermetrics.com/token-management). On the Hub, you can also [share an authentication link](/v1/docs/how-to-connect-to-data-sources-from-supermetrics-hub#share-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](/v1/docs/close-crm-connection-guide#connection-instructions).

## 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:

1. [Log in to your Close account](https://app.close.com).
2. Navigate to **Settings → Developer → API Keys**.
3. Click **+ New API Key** to create a new key.
4. Provide a meaningful name for the key that helps you identify which integration it's used for.
5. 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.

1. Select the Close CRM data source [on the Supermetrics Hub](https://hub.supermetrics.com/token-management) or in the data destination.
2. Enter the API Key.
3. If prompted, choose to make this connection [shared or private](/v1/docs/about-shared-and-private-connections).
4. Click **Start**.
5. 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.](/v1/docs/how-to-connect-to-data-sources-from-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](/v1/docs/how-to-connect-to-a-supermetrics-data-source-in-google-sheets)
- Data Studio: [How to connect data sources to Looker Studio](/v1/docs/how-to-connect-data-sources-to-looker-studio-formerly-data-studio)
- Excel: [How to connect data sources to Excel with Supermetrics](/v1/docs/how-to-connect-data-sources-to-excel-with-supermetrics)
- Power BI: [How to create your first Supermetrics query for Power BI](/v1/docs/how-to-create-your-first-supermetrics-query-for-power-bi)
- The Supermetrics API: [How to use the Query Manager](/v1/docs/how-to-use-the-query-manager)
- Data warehouse and cloud storage (Hub): [How to create a transfer](/v1/docs/how-to-create-a-transfer)
- BigQuery (marketplace): [How to create a BigQuery (marketplace) transfer](/v1/docs/how-to-create-a-bigquery-marketplace-transfer)

## More resources

- [How to reauthenticate a data source in Google Sheets, Looker Studio, Excel, or Power BI](/v1/docs/how-to-reauthenticate-a-data-source-connection-in-google-sheets-looker-studio-excel-power-bi-and-supermetrics-hub)
- [How to reauthenticate a data source in data warehouse, API, or cloud storage platform](/v1/docs/how-to-reauthenticate-a-data-source-connection-in-data-warehouse-destinations-or-the-supermetrics-api)
- [How to manage data source connections on the Supermetrics Hub](/v1/docs/how-to-manage-data-source-connections-on-supermetrics-hub)