Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
Tools
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 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 can be nested in the lead creation request. The tool returns comprehensive lead information including the lead ID, direct URL to view in Close CRM, associated contacts with their IDs, addresses, status information, and creation/update timestamps. Note: Activities, tasks, and opportunities must be created separately after lead creation.
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. Note: Actually sending SMS messages (status 'outbox' or 'scheduled') requires A2P 10DLC compliance.
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 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.