Close integration

Create Call

Creates a new call record in Close.com. This tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead_id, direction, and optional support for contact_id, phone, duration, note, recording_url, and user_id.

Create Email

Create or log a Close email activity. Draft creates an unsent activity. Scheduled and outbox are send-capable modes that can deliver email externally; inbox, sent, and error log outcomes. Setting followup_date can also create a follow-up task if no reply is received.

Create Lead

Creates a new lead in Close CRM. A lead represents a company or organization in your sales pipeline. This tool allows you to create leads with company information (name, description, website), associate contacts with emails/phones/URLs, add addresses, and set the lead status. Contacts and addresses…

Create SMS Message

This tool creates a new SMS activity in Close CRM. It is primarily used to log SMS communications, including sent messages, received messages, and draft messages. The tool requires an internal phone number (local_phone) which must be an SMS-enabled phone number owned by your Close organization. Not…

Create Task

This tool creates a new task in Close.com. Tasks are used to track to-do items and can be associated with leads. The tool will create a task with the specified parameters using the provided text, due_date, and is_complete flags.

Delete Call

This tool allows you to delete a specific call activity in Close.com. It is useful for removing incorrectly logged calls or cleaning up call records. The action deletes a call activity using its unique call ID and cannot be undone.

Get Contact

Retrieve one Close contact by ID, optionally limiting returned fields.

Get Notes

This tool retrieves a list of note activities from Close. It allows users to fetch notes with optional filtering parameters, including filtering by lead_id, user_id, and date ranges. The tool returns details such as note content, creation and update dates, and any associated attachments.

Get Opportunity

Retrieve one Close opportunity by ID with optional field projection.

List Activities

Lists one page of Close email or call activities using documented filters.

List Custom Activity Types

This tool lists the custom activity types defined in a Close organization, returning each type's id and name. Use it to find the custom activity type id that filters a custom activity trigger, or before creating a custom activity instance of a given type.

List Custom Object Types

This tool lists the custom object types defined in a Close organization, returning each type's id and name. Use it to find the custom object type id that filters a custom activity trigger, or before creating a custom activity instance of a given type.