Close

Sales productivity CRM with built-in calling, SMS, and email for managing leads, contacts, opportunities, and activities.

API Key88 tools

Free account. No credit card required.

Three ways to use Close

Pull data, take actions, or answer questions with this integration, right in a conversation.

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Actions your AI agents can perform with Close.

Update multiple tasks at once matching filter criteria.

Tool

Create a new contact, optionally associated with an existing lead.

Tool

Create a new reusable email template.

Tool

Create a new lead with optional contacts, addresses, and custom fields.

Tool

Create a new lead status.

Tool

Create a note activity on a lead with plain text or HTML content.

Tool

01Connect your accountLink your account securely with OAuth or an API key.

02Choose a trigger or toolPick the events and actions your workflow should use.

03Configure the workflowDescribe what you want and your specialist wires it up for you.

04Refine the processTest runs, review output, and tweak until it's right.

05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows