Find IDs in Close

Whether you're setting up a Zapier flow or connecting to our API, you might need to find the following IDs in Close:

• User or Membership
• Lead
• Email Template
• Custom Field
• Lead or Opportunity Status

User ID

To find a User or Membership ID, go to your Settings > Team Management.

• Find the user for which you need the ID.
• Click the three dots to the right of the user name and select the ID you would like to copy to your keyboard.

Lead ID

To find a Lead ID in your browser, go to your Leads and click on the lead of your choice. The Lead ID will be in the URL. It starts with lead_.

Email Template ID

To find an Email Template ID in your browser, go to your Settings > Email Templates.

• Click to edit the template of your choice.
• The Template ID will be in the URL. It starts with tmpl_.

Custom Field ID

To find a Lead, Contact, or Opportunity Custom Field ID, go to your Settings > Custom Fields.

• To the right of the Custom Field of your choice, click on the three horizontal dots.
• Then click on Copy ID (API) to copy the ID to your clipboard.

Lead or Opportunity Status ID

To find a Lead or Opportunity Status ID, go to your Settings > Statuses.

• Scroll down to find the Status you need the ID for.
• Click the three dots next to the Status of your choice and choose Copy ID (API).