Integrations

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
  • Organization

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.

Team Management users list showing user rows and a menu with options to copy User ID or Membership ID.

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_.

Close lead page showing the browser URL with a highlighted lead ID in the address bar.

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_.

Edit Email Template screen showing template name, subject, body, and the template ID in the browser URL.

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.

Settings page showing custom fields list with a menu open offering Merge, View Leads, and Copy ID (API).

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).

Statuses list showing multiple statuses with an open menu option to copy ID (API).

Organization

To find an Organization ID, go to your Settings > Organizations.

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

Organizations settings table showing names, roles, user counts, and a Copy ID (API) menu option.

Custom Activity Type

To find an Custom Activity Type ID, go to your Settings > Custom Activities.

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

Custom Activities page showing an activity named 'Enroll in Workflow 2' with a menu option to Copy ID (API).