Close
Sales productivity CRM with built-in calling, SMS, and email for managing leads, contacts, opportunities, and activities.
Three ways to use Close
Ask your specialist
Pull data, take actions, or answer questions with this integration, right in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Close.
Bulk Update Tasks
Update multiple tasks at once matching filter criteria.
Create Contact
Create a new contact, optionally associated with an existing lead.
Create Email Template
Create a new reusable email template.
Create Lead
Create a new lead with optional contacts, addresses, and custom fields.
Create Lead Status
Create a new lead status.
Create Note
Create a note activity on a lead with plain text or HTML content.