Close

What Shuttio reads from Close, where it lands in Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, Capsule, HighLevel, ActiveCampaign, Zendesk Sell, folk, which permissions it needs and why, and what does not move.

Last updated: 7 Nov 2026

An API key, not a sign-in. Paste the key from Settings, Developer, API Keys; Shuttio checks it before saving anything and deletes it 14 days after the migration finishes.

Object by object: What objects are supported for Close migrations.

What Shuttio reads and moves

The list below describes the move into Attio. Where Clarify or Odoo differ, the destination's own article says so.

Leads, contacts and opportunities: A Close lead lands on a company, its contacts on people linked to that company, and its opportunities on deals linked to the company and the contact, with every field the organization describes, custom fields included.
Pipelines and statuses: Every opportunity pipeline with its statuses in Close's order. A status of the type won or lost keeps that meaning; the type is Close's own.
Custom fields: Text, number, date, date and time, choices (one or several), user and contact fields on leads, contacts and opportunities. A hidden field arrives as text.
Notes, tasks and meetings: A note lands on the contact it was logged on, else on the lead's company. Tasks become Attio tasks, and Close meetings become Attio meetings.
Calls: Calls land in Attio's Phone calls with the time, length, direction and outcome, or as a note when the workspace has not allowed activities.
Emails and text messages: Sent and received emails land as Logged emails activities on their contact or lead, with sender, recipients, date and body. They start unticked, because Attio's mailbox sync may already show the same mail. A text message lands as an SMS activity, or as a note when the workspace has not allowed activities. Drafts and scheduled messages are not read.
Owners: An opportunity's owner and a task's assignee are matched to an Attio member by email.
Files: With the Attachments checkbox ticked, each file on a lead lands on the company it became, with the full migration only (the sample moves none). That includes files that came on an email. A file over 50 MB is a failed row that names it.

Where each thing lands

Close object	In Attio	In Clarify	In Odoo	In HubSpot	In Pipedrive	In Breakcold	In Twenty	In Capsule	In HighLevel	In ActiveCampaign	In Zendesk Sell	In folk
Leads	Companies	Companies	Partners (companies)	Companies	Organizations	Companies	Companies	Organisations	Businesses	Accounts (matched by name, or created with a contact that works there)	Organizations (matched by name, else created)	Companies
Contacts	People	People	Partners (contacts)	Contacts	Persons	People	People	People	Contacts (put into their business)	Contacts	Contacts (put into their organization)	People
Opportunities	Deals	Deals	CRM opportunities	Deals	Deals	Deals	Opportunities	Opportunities	Opportunities (pipeline and stage matched by name)	Deals (pipelines and stages created when missing)	Deals (pipeline and stage matched by name; the contact is required)	Deals (an object in the group Shuttio import)

Notes, tasks, meetings, calls, files, owners and lists depend on the destination. This is the row for Close, generated from the same tables the runner uses:

Into Attio

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Close	Leads, Contacts, Opportunities	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No

Into Clarify

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Close	Leads, Contacts, Opportunities	Yes	Yes	As comments	As comments	As comments	Yes	Yes	No

Into Odoo

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Close	Leads, Contacts, Opportunities	Yes	Yes	Yes	Yes	Yes	With an API key	Yes	No

Into HubSpot

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Close	Leads, Contacts, Opportunities	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No

Into Pipedrive

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Close	Leads, Contacts, Opportunities	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No

Into Breakcold

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Close	Leads, Contacts, Opportunities	Yes	Yes	Yes	Yes	As notes	No	No	No

Into Twenty

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Close	Leads, Contacts, Opportunities	Yes	Yes	As notes	As notes	As notes	Yes	Yes	No

Into Capsule

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Close	Leads, Contacts, Opportunities	Yes	Yes	Yes	Yes	As notes	Yes	Yes	No

Into HighLevel

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Close	Leads, Contacts, Opportunities	Yes	Yes	Yes	Yes	As notes	No	Yes	No

Into ActiveCampaign

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Close	Leads, Contacts, Opportunities	Yes	As notes	As notes	As notes	As notes	No	Yes	No

Into Zendesk Sell

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Close	Leads, Contacts, Opportunities	Yes	Yes	As notes	As notes	As notes	No	Yes	No

Into folk

From	Objects	Notes	Tasks	Meetings	Calls	Emails	Files	Owners	Lists
Close	Leads, Contacts, Opportunities	Yes	Yes	Yes	Yes	As notes	No	Yes	No

Each destination's own article says how its data is written: Attio, Clarify, Odoo, HubSpot, Pipedrive, Breakcold, Twenty, Capsule, HighLevel, ActiveCampaign, Zendesk Sell, folk.

Permissions and why

What	Why Shuttio needs it
An API key	Close's API takes a key from Settings, Developer, API Keys. Shuttio checks the key against your organization before it saves anything.

The key reads only what its user may see, so use a user who sees every lead you want to move. Close limits requests per second for each part of its API; Shuttio waits as Close asks and pauses the run if it has to wait more than a minute. The key is stored encrypted and deleted 14 days after the migration finishes; there is nothing to revoke at Close, so delete the key in Settings, Developer, API Keys if you want it dead sooner.

Known limits

Rate limits: Close limits requests per second for each part of its API. Shuttio waits as long as Close asks (up to a minute) and pauses the run if Close asks for more; Resume carries on.
Call recordings and transcripts: A recording needs a Close session to open, so Shuttio carries the call's details, not the audio.
Smart Views: A Smart View is a saved search, not a list of records, so Shuttio does not turn Smart Views into Attio lists.
Opportunity names: Close opportunities have no name. A deal is called after its lead and its value, like Acme – $5,000 one time.
Automatic tasks: Only the to-dos on a lead are read. The tasks Close makes by itself for a missed call, a voicemail or an unread email are not.
Custom activities and custom objects: Shuttio does not read them for this source. They stay in Close.
Very large organizations: Close caps how far into a list a request may skip and does not state the cap. If a list runs into it, the run says where it stopped.
Records outside your reach: A key sees what its user sees. Connect with a user who sees every lead you want to move.
Emails: sent and received emails move with subject, sender, recipients, date and body, on the contact they were logged on, else on the lead's company. Drafts, scheduled emails and emails that failed to send are not read. Text messages move as notes that say which way they went and the contact's number, or as an SMS activity in Attio. Into Attio they land as a Logged emails activity, unticked by default because Attio's mailbox sync may already show them.
Large and linked files: a file over 50 MB, and an entry that is only a link, is listed as a failed row and not copied.

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