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About Close CRM

Close is a CRM designed specifically for inside sales teams, with calling, SMS, email, and voicemail drop built directly into the platform without third-party integrations. It includes Chloe, an AI sales agent available on Growth and Scale plans, and a power dialer and predictive dialer for high-volume outreach. Close is particularly popular with SMBs and sales-focused teams that prioritize call volume and email sequences over complex deal pipeline management.

AI Agent Use Cases

- Built-in VoIP calling, SMS, and voicemail drop with no third-party integration required

- Chloe AI sales agent for workflow automation and intelligent follow-up (Growth plan+)

- Power dialer and predictive dialer for high-volume outbound calling (Scale plan)

- Multi-step email and SMS sequences with automated follow-ups

- Pipeline management with lead status tracking and activity logging

- Native integrations with Zapier, Salesforce, and other tools

Available Actions

These are the specific actions that AI agents can perform with this tool

Create Lead

6 inputs

Create a new lead with specific details

Inputs

name

Name of the lead representing a company or organization

contacts

List of contact details associated with the lead

addresses

List of addresses associated with the lead

custom

Custom fields and their respective values

status_id

ID of the lead status

status

Label of the lead status; use only if 'status_id' is not provided

Delete Lead

1 input

Delete a lead from the system using its unique identifier.

Inputs

The unique ID of the lead that needs to be deleted from the system.

List Contacts

3 inputs

Retrieve a list of contacts from the API

Inputs

page

Page number for paginated results

per_page

Number of contacts to retrieve per page

Query string to filter contacts based on specific criteria

List Leads

3 inputs

List leads in the system with optional filtering and field selection.

Inputs

_limit

Specifies the maximum number of leads to return.

_skip

Specifies the number of leads to skip before starting to return results.

_fields

Specifies which fields to include in the response for each lead.

Update Lead

4 inputs

Update the details of a lead in the Close application

Inputs

lead_id

The unique identifier of the lead that needs to be updated

name

New name of the lead

status

New status for the lead

New email address for the lead