Close

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 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.

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 a Close sales opportunity on an existing lead, or create an Untitled lead for it when lead_id is omitted.

Create an SMS activity on a Close lead to log received, sent, or draft messages, or to send or schedule a message. The local phone number must be an SMS-enabled internal number owned by your Close organization; sending with outbox or scheduled status requires A2P 10DLC compliance.

Create a Close task associated with a lead, using task text and an actionable date, with optional completion status and assignment.

Permanently delete one Close activity custom-field definition by ID.

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.

Permanently delete one Close custom activity instance by ID.

This tool allows you to permanently delete a specific email activity in Close.com. It is useful for removing duplicate or incorrectly logged email activities. The action deletes an email activity using its unique email ID and cannot be undone.

Permanently delete one Close lead by ID.

Permanently delete a Close lead custom-field definition and its values.