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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

About Close CRM

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