# Close AI integration on Definable

> Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.

## What this connects

Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.

Vendor: https://www.close.com/

## Tools available

**6** tools available. First 6:

- `CLOSE_CREATE_CALL` — Create Call — Creates a new call record in Close.com. This tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead_id, direction, and optional support for contact_id, phone, duration, note, recording_url, and user_id.
- `CLOSE_CREATE_LEAD` — Create Lead — Creates a new lead in Close CRM. A lead represents a company or organization in your sales pipeline. This tool allows you to create leads with company information (name, description, website), associate contacts with emails/phones/URLs, add addresses, and set the lead status. Contacts and addresses can be nested in the lead creation request. The tool returns comprehensive lead information including the lead ID, direct URL to view in Close CRM, associated contacts with their IDs, addresses, status information, and creation/update timestamps. Note: Activities, tasks, and opportunities must be created separately after lead creation.
- `CLOSE_CREATE_SMS` — Create SMS Message — This tool creates a new SMS activity in Close CRM. It is primarily used to log SMS communications, including sent messages, received messages, and draft messages. The tool requires an internal phone number (local_phone) which must be an SMS-enabled phone number owned by your Close organization. Note: Actually sending SMS messages (status 'outbox' or 'scheduled') requires A2P 10DLC compliance.
- `CLOSE_CREATE_TASK` — Create Task — This tool creates a new task in Close.com. Tasks are used to track to-do items and can be associated with leads. The tool will create a task with the specified parameters using the provided text, due_date, and is_complete flags.
- `CLOSE_DELETE_CALL` — Delete Call — This tool allows you to delete a specific call activity in Close.com. It is useful for removing incorrectly logged calls or cleaning up call records. The action deletes a call activity using its unique call ID and cannot be undone.
- `CLOSE_GET_NOTE` — Get Notes — This tool retrieves a list of note activities from Close. It allows users to fetch notes with optional filtering parameters, including filtering by lead_id, user_id, and date ranges. The tool returns details such as note content, creation and update dates, and any associated attachments.

## Auth

Auth schemes: `API_KEY`.

## How agents use Close

Inside a Definable workflow, Close is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Close** — the Researcher (GPT-5.5) pulls context from Close (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Close** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Close (create record, post message, draft email).
- **Designer / Engineer → Distributor → Close** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Close (attach file, open PR comment, post status).

The Verifier checks every Close call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- crm — https://definable.ai/apps/category/crm/
- drip emails — https://definable.ai/apps/category/drip-emails/

## Related

- HTML page: https://definable.ai/apps/close/
- Same category (crm): https://definable.ai/apps/category/crm/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt