Close

crm 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 Visit Close

About this integration

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.

Connect Close to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 6 exposed

Plans All, incl. Free

Data Never trained on

Close · in workflows

What teams actually run.

Three patterns teams run with Close on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Enrich every new lead

│ Webhook on lead create

│ Persona enriches with public sources

└ Writes back firmographic and technographic data

Auto-route hot deals

│ Score new opportunities by intent

│ Match to the closer with the right ICP

└ Notify both in Slack

Stall detection

│ Find deals with no activity in 14 days

│ Draft a re-engagement message per persona

└ Queue for sales rep approval

6 tools available

The Close toolbox.

Every Close capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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.

See it run

One prompt, start to finish.

A real prompt, the Close tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Close task end-to-end — plan it, execute across the API, and hand back a verified result.

close.create_call Creates a new call record in Close.com. This tool allows you to log both inbound and outbo

close.create_lead Creates a new lead in Close CRM. A lead represents a company or organization in your sales

close.create_sms_message This tool creates a new SMS activity in Close CRM. It is primarily used to log SMS communi · verified

done

Done. Close responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Close

Questions, answered.

What teams ask before connecting Close.

01 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.

02 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.

03 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.

04 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.

05 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.

06 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.