Integration · CRM
AI agents for Close
Create leads with their first contact, find leads, add and update contacts, log notes and calls, and open opportunities in a Close CRM organization.
- Actions
- 6
- Read
- 1
- Write
- 5
Actions
What your agents can do in Close
6 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 1
Look things up. Nothing changes.
Find leads
Lists leads, newest first, optionally only those whose text fields (name, contacts, emails, notes …) contain the given words.
Write 5
Create, change or send.
Create a lead
Creates a lead (a company or organization in Close) with an optional first contact: the contact's name, title, email and phone.
Create a contact
Adds a person with a name, title, email and phone to a lead, given the lead's ID.
Update a contact
Changes a contact's name, title, email or phone, or moves the contact to another lead, by the contact's ID.
Log a note or call
Records a note, or a call made outside Close's own phone system, on a lead and optionally one of its contacts.
Create an opportunity
Opens an opportunity (a potential deal) on a lead, with an optional contact, opportunity status ID, value in cents and how often it recurs, confidence percentage and note.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the API credentials from your Close account.
What you enter
- API key
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Close data
Ask a question in plain words. The agent can find leads in Close, then answers with what it found.
- 02
Let an agent update Close
Have the agent create a lead or create a contact in Close as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Close and Slack: it can find leads in Close and post a summary to a Slack channel in the same run.
Works well with
More CRM tools
- HubSpot5 actionsCreate and update contacts by email, find contacts, and open deals and companies in a HubSpot CRM.
- Salesforce5 actionsFind records with SOQL, create leads and opportunities, and create or update contacts by email in a Salesforce org, production or sandbox.
- Pipedrive4 actionsAdd people and deals, attach notes, and search people in a Pipedrive company account.
- Zoho CRM4 actionsCreate or update leads, add contacts, and search or read records in any Zoho CRM module, in the data center where the Zoho account lives.
- Attio4 actionsCreate or update people and other records, add notes, and list records with filters in an Attio workspace.
- Apollo.io4 actionsFind prospects in Apollo's database by title, company or domain, enrich a person or a company, and save people as contacts in your Apollo team.
FAQ
Close and MyDeepAgents
Can MyDeepAgents connect to Close?
Yes. The Close connector has 6 actions: 1 reads and 5 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Close?
Enter the API credentials from your Close account. You'll need: API key. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Close without asking?
Only if you let it. Each of the 5 actions that change data can be set to wait for a person's approval before it runs.
Can I use Close in workflows as well as agents?
Yes. Every Close action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Close to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.