Close

Close is a powerful CRM platform built for sales teams to manage leads, contacts, and opportunities. It combines email automation, a power dialer, and integrated outbound sales tools to streamline the entire sales process.

This integration enables AI agents to manage leads and opportunities, retrieve contact information, track activities, and automate sales workflows programmatically through Close's REST API.

Capabilities

• Lead Management: Create, retrieve, update, and delete leads with custom fields and statuses
• Contact Management: Manage contacts within leads, track contact information, and organize smart views
• Opportunity Tracking: Handle sales opportunities with customizable statuses (active, won, lost) and deal amounts
• Activity Logging: Record and retrieve activities including calls, emails, notes, and meetings
• Webhooks & Real-time Notifications: Receive real-time event notifications for lead updates and opportunity changes
• Custom Fields: Store and manage additional information on leads, contacts, opportunities, and activities

Resources

• Official API Documentation
• API Guide