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Close

Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.

What agents can do

Actions6

  • Close create sms

    This tool creates a new sms message in close.

  • Create call

    Creates a new call record in close.com.

  • Create lead

    This tool creates a new lead in close crm.

  • Create task

    This tool creates a new task in close.com.

  • Delete call

    This tool allows you to delete a specific call activity in close.com.

  • Get note

    This tool retrieves a list of note activities from close.

Starts an agent when

  • Bulk Delete Completed

    Triggers when a bulk delete finishes.

    The moment it happens

  • Bulk Delete Created

    Triggers when a bulk delete is started.

    The moment it happens

  • Bulk Delete Updated

    Triggers when a bulk delete makes progress, carrying how many records it has handled so far.

    The moment it happens

  • Bulk Edit Completed

    Triggers when a bulk edit finishes.

    The moment it happens

  • Bulk Edit Created

    Triggers when a bulk edit is started.

    The moment it happens

  • Bulk Edit Updated

    Triggers when a bulk edit makes progress, carrying how many records it has handled so far.

    The moment it happens

  • Bulk Email Created

    Triggers when a bulk email send is started.

    The moment it happens

  • Bulk Email Paused

    Triggers when a bulk email send is paused, either by a person or by Close itself.

    The moment it happens

  • Bulk Email Updated

    Triggers when a bulk email send makes progress, carrying how many recipients it has handled so far.

    The moment it happens

  • Bulk Sequence Subscription Completed

    Triggers when a bulk sequence action finishes.

    The moment it happens

  • Bulk Sequence Subscription Created

    Triggers when a bulk sequence subscribe, pause or resume is started.

    The moment it happens

  • Bulk Sequence Subscription Updated

    Triggers when a bulk sequence action makes progress, carrying how many contacts it has handled so far.

    The moment it happens

  • Call Deleted

    Triggers when a call is deleted from a lead's timeline.

    The moment it happens

  • Call Logged

    Triggers when a call is recorded on a lead, whether placed through Close or logged after the fact.

    The moment it happens

  • Call Updated

    Triggers when a recorded call changes, such as its note, outcome, recording or transcript.

    The moment it happens

  • Comment Added

    Triggers when a comment is posted on an activity or object.

    The moment it happens

  • Custom Activity Deleted

    Triggers when a custom activity instance is deleted from a lead.

    The moment it happens

  • Custom Activity Logged

    Triggers when an instance of a custom activity type is logged on a lead.

    The moment it happens

  • Custom Activity Updated

    Triggers when an existing custom activity instance changes.

    The moment it happens

  • Email Deleted

    Triggers when an email is deleted from a lead's timeline.

    The moment it happens

  • Email Logged

    Triggers when an email is recorded on a lead, whether it arrived, was drafted, was scheduled, or was logged as already sent.

    The moment it happens

  • Email Thread Deleted

    Triggers when an email thread is deleted from a lead.

    The moment it happens

  • Email Thread Started

    Triggers when a new email thread appears on a lead.

    The moment it happens

  • Email Thread Updated

    Triggers when an email thread changes, such as a message being added to it or its subject changing.

    The moment it happens

  • Email Updated

    Triggers when a recorded email changes, such as a draft being edited, an open being recorded, or its status moving.

    The moment it happens

  • Lead Creation Activity Added

    Triggers when the 'Lead Created' entry is added to a lead's timeline.

    The moment it happens

  • Lead Creation Activity Deleted

    Triggers when a 'Lead Created' timeline entry is removed, which means its lead was deleted.

    The moment it happens

  • Lead Creation Activity Updated

    Triggers when a 'Lead Created' timeline entry is moved to a different lead, which in practice means its lead was merged into another.

    The moment it happens

  • Lead Status Changed

    Triggers when a lead moves to a different lead status, carrying both the old and the new status.

    The moment it happens

  • Lead Status Change Entry Deleted

    Triggers when a lead-status-change entry is removed from a lead's timeline.

    The moment it happens

  • Lead Status Change Entry Updated

    Triggers when Close folds a further status change into an existing lead- status-change timeline entry, which happens when the lead changes status twice in quick succession.

    The moment it happens

  • Note Added

    Triggers when a note is written on a lead.

    The moment it happens

  • Note Deleted

    Triggers when a note is deleted from a lead.

    The moment it happens

  • Note Updated

    Triggers when an existing note is edited.

    The moment it happens

  • Opportunity Status Changed

    Triggers when an opportunity moves to a different status, carrying the old and new status, its type (`active`, `won` or `lost`) and the pipeline.

    The moment it happens

  • Opportunity Status Change Entry Deleted

    Triggers when an opportunity-status-change entry is removed from a lead's timeline.

    The moment it happens

  • Opportunity Status Change Entry Updated

    Triggers when Close folds a further status change into an existing opportunity-status-change timeline entry.

    The moment it happens

  • SMS Deleted

    Triggers when an SMS is deleted from a lead's timeline.

    The moment it happens

  • SMS Logged

    Triggers when an SMS is recorded on a lead.

    The moment it happens

  • SMS Updated

    Triggers when a recorded SMS changes, such as its status moving or a delivery error being recorded.

    The moment it happens

  • Task Completion Entry Deleted

    Triggers when a 'task completed' entry is removed from a lead's timeline.

    The moment it happens

  • Task Completion Logged

    Triggers when a 'task completed' entry appears on a lead's timeline.

    The moment it happens

  • WhatsApp Message Deleted

    Triggers when a WhatsApp message is deleted from a lead's timeline.

    The moment it happens

  • WhatsApp Message Logged

    Triggers when a WhatsApp message is recorded on a lead.

    The moment it happens

  • WhatsApp Message Updated

    Triggers when a recorded WhatsApp message changes.

    The moment it happens

How it connects

You paste an API key from Close on a page Composio hosts, so the key never passes through Definable.

Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.