Close
Sales productivity CRM with built-in calling, SMS, and email for managing leads, contacts, opportunities, and activities.
Three ways to use Close
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration 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.