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
- Email Template
- Custom Field
- Lead or Opportunity Status
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.
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_.
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_.
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.
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).
Updated 11 months ago