01
Enrich every new lead
- Webhook on lead create
- Persona enriches with public sources
- Writes back firmographic and technographic data
Close
6 tools available
Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
Connect Close to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Close's 6 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.
Common workflows with Close
02
Auto-route hot deals
- Score new opportunities by intent
- Match to the closer with the right ICP
- Notify both in Slack
03
Stall detection
- Find deals with no activity in 14 days
- Draft a re-engagement message per persona
- Queue for sales rep approval
Close actions 6
Every Close action below is a callable tool any Definable persona can invoke.
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.
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.
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.
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.
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.
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.
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Frequently asked questions
What can I automate with Close on Definable?
Anything Close exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 6 Close tools directly, then chain the result into another integration without you writing code.
How does Close authentication work?
Close uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.
Is the Close integration included in my Definable plan?
Yes — every Definable plan, including Starter, includes access to all 6 Close tools. You only need a separate Close subscription if Close itself charges per seat or per API call.
Is using Close through Definable secure?
Every call from a persona to Close is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.
How do I get started with Close on Definable?
Sign up for Definable, open the integrations page, find Close, and connect via OAuth or API key. You can immediately attach Close to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.
What Close actions does Definable expose?
Definable exposes all 6 Close actions as callable tools — including `Create Call`, `Create Lead`, `Create SMS Message`, plus 3 more. Each tool gets a typed parameter schema so personas know exactly how to call it.
Ready to automate with Close?
Wire it up in minutes. No coding required.