# Close integration

> Sales productivity CRM with built-in calling, SMS, and email for managing leads, contacts, opportunities, and activities.

- Authentication: apiKey

## Tools (88)

- **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.
- **Create Opportunity**: Create a new opportunity associated with a lead.
- **Create Opportunity Status**: Create a new opportunity status, optionally scoped to a pipeline.
- **Create Pipeline**: Create a new opportunity pipeline.
- **Create Sequence**: Create a new email/call sequence with steps.
- **Create Smart View**: Create a new Smart View (saved search query) for leads or contacts.
- **Create Task**: Create a new task associated with a lead.
- **Delete Call**: Delete a call activity by ID.
- **Delete Contact**: Delete a contact by ID.
- **Delete Email**: Delete an email activity by ID.
- **Delete Email Template**: Delete an email template by ID.
- **Delete Lead**: Delete a lead and all its associated data.
- **Delete Lead Status**: Delete a lead status (ensure no leads are assigned to it first).
- **Delete Meeting**: Delete a meeting activity by ID.
- **Delete Note**: Delete a note activity by ID.
- **Delete Opportunity**: Delete an opportunity by ID.
- **Delete Opportunity Status**: Delete an opportunity status (ensure no opportunities use it first).
- **Delete Pipeline**: Delete a pipeline (must have no opportunity statuses).
- **Delete Sequence**: Delete a sequence by ID.
- **Delete Smart View**: Delete a Smart View by ID.
- **Delete SMS**: Delete an SMS activity by ID.
- **Delete Task**: Delete a task by ID.
- **Get Call**: Retrieve a single call activity by ID.
- **Get Contact**: Retrieve a single contact by ID.
- **Get Current User**: Get the authenticated user's profile and organization ID.
- **Get Email**: Retrieve a single email activity by ID.
- **Get Email Template**: Retrieve a single email template by ID.
- **Get Lead**: Retrieve a single lead by ID with optional field selection.
- **Get Meeting**: Retrieve a single meeting activity by ID.
- **Get Note**: Retrieve a single note activity by ID.
- **Get Opportunity**: Retrieve a single opportunity by ID.
- **Get Sequence**: Retrieve a single sequence by ID.
- **Get Sequence Subscription**: Retrieve a single sequence subscription by ID.
- **Get Smart View**: Retrieve a single Smart View by ID.
- **Get SMS**: Retrieve a single SMS activity by ID.
- **Get Task**: Retrieve a single task by ID.
- **Get User**: Retrieve a single user by ID.
- **Get User Availability**: Get availability status for users in an organization, including active calls.
- **List Activity Custom Fields**: List all custom fields defined for activities.
- **List All Activities**: List and filter all activity types (notes, calls, emails, SMS, meetings) across leads.
- **List Calls**: List and filter call activities by lead, user, and date range.
- **List Contact Custom Fields**: List all custom fields defined for contacts.
- **List Contacts**: List and filter contacts with pagination.
- **List Emails**: List and filter email activities by lead, user, and date range.
- **List Email Templates**: List all email templates, optionally filtering by archived status.
- **List Events**: List event log entries for object changes, with cursor-based pagination.
- **List Lead Custom Fields**: List all custom fields defined for leads.
- **List Leads**: List and filter leads with pagination and field selection.
- **List Lead Statuses**: List all lead statuses for the organization.
- **List Meetings**: List and filter meeting activities by lead, user, and date range.
- **List Notes**: List and filter note activities by lead, user, and date range.
- **List Opportunities**: List and filter opportunities with pagination, status filtering, and date ranges.
- **List Opportunity Custom Fields**: List all custom fields defined for opportunities.
- **List Opportunity Statuses**: List all opportunity statuses for the organization.
- **List Pipelines**: List all opportunity pipelines in the organization.
- **List Sequences**: List all email/call sequences.
- **List Sequence Subscriptions**: List sequence subscriptions filtered by sequence, contact, or lead.
- **List Smart Views**: List all saved search queries (Smart Views) for leads or contacts.
- **List SMS**: List and filter SMS activities by lead, user, and date range.
- **List Tasks**: List and filter tasks by type, lead, assignee, completion status, and date range.
- **List Users**: List all users in your organization.
- **Log Call**: Log an external call activity on a lead with direction, duration, and notes.
- **Merge Leads**: Merge two leads into one, combining their contacts, activities, and other data.
- **Render Email Template**: Render an email template with lead/contact data to preview the final output.
- **Send Email**: Send or create an email activity (draft, scheduled, or immediate send).
- **Send SMS**: Send an SMS message from a Close phone number to a contact.
- **Subscribe Contact to Sequence**: Subscribe a contact to a sequence to start automated outreach.
- **Update Call**: Update a call activity's notes or outcome.
- **Update Contact**: Update an existing contact's name, title, emails, phones, or custom fields.
- **Update Email**: Update a draft email activity or change its status to scheduled/outbox.
- **Update Email Template**: Update an email template's name, subject, body, or sharing settings.
- **Update Lead**: Update an existing lead's fields, status, or custom fields.
- **Update Lead Status**: Rename an existing lead status.
- **Update Meeting**: Update a meeting activity's notes or outcome.
- **Update Note**: Update a note activity's content or pin status.
- **Update Opportunity**: Update an existing opportunity's status, value, confidence, or custom fields.
- **Update Opportunity Status**: Rename an existing opportunity status.
- **Update Pipeline**: Update a pipeline's name or reorder/move its statuses.
- **Update Sequence**: Update a sequence's name or steps (omitting steps removes them).
- **Update Sequence Subscription**: Update a sequence subscription (e.g. pause or resume).
- **Update Smart View**: Update a Smart View's name, query, or sharing settings.
- **Update SMS**: Update an SMS draft activity or change its status.
- **Update Task**: Update a task's assignee, due date, completion, or (for lead-type tasks) text.

## Related prompts

- [Turn closed-won Close deals into a full customer onboarding handoff](https://www.generalinput.com/prompts/turn-closed-won-close-deals-into-a-full-customer-onboarding-handoff.md)
- [Calendly bookings into Close with Apollo enrichment and Slack prep briefs](https://www.generalinput.com/prompts/calendly-bookings-into-close-with-apollo-enrichment-and-slack-prep-briefs.md)
- [Turn failed Stripe payments into Close recovery tasks](https://www.generalinput.com/prompts/turn-failed-stripe-payments-into-close-recovery-tasks.md)
- [Daily Slack nudge for stalled Close deals](https://www.generalinput.com/prompts/daily-slack-nudge-for-stalled-close-deals.md)
- [Sync Fathom calls to Close and post action items in Slack](https://www.generalinput.com/prompts/sync-fathom-calls-to-close-and-post-action-items-in-slack.md)

Connect Close in General Input: https://www.generalinput.com/apps/close