Find IDs in Close

      Find IDs in Close


        Article Summary

        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.


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        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_.



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        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_.


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        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.


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        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).


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        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).

        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).