Close CRM
Sales CRM platform built for inside sales teams. Manage leads, contacts, opportunities, activities, tasks, email sequences, and call logging via the Close REST API.
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Integrations
View provider documentationActions
Operations this integration can perform.
Create Contact
Create a new contact and associate with a lead
Create Lead
Create a new lead with company name, contacts, and custom fields
Create Note
Create a note activity on a lead
Create Opportunity
Create a new sales opportunity on a lead
Create Task
Create a new task associated with a lead
Delete Lead
Permanently delete a lead and all associated data
Get Current User
Retrieve details of the currently authenticated user
Get Lead
Retrieve a specific lead by ID
Triggers
Events that start workflows from this integration.
Record Created
Triggers when a new record (e.g., lead, contact, opportunity) is created in Close CRM.
Record Deleted
Triggers when a record (e.g., lead, contact, opportunity) is deleted in Close CRM.
Record Updated
Triggers when an existing record (e.g., lead, contact, opportunity) is updated in Close CRM.
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