Close integration
Inside Sales Software CRM with Calling & Emailing.
What your agents can do with Close
8 pre-built Close tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (4)
Update Lead
Updates a lead.
Search Leads
Search leads with a given field and word.
Custom Action
Makes an arbitrary call to the Close API.
Create Lead
Creates a lead.
Triggers (4)
New Opportunity
Emit new event when a new Opportunity is created.
New Lead
Emit new event when a new Lead is created.
New Lead Status Change
Emit new event when a Lead's status is changed.
New Custom Event
Emit new event when the configured types of events are triggered. See all possibilities.
Set up Close in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Close account
In Relevance AI, open Integrations and add Close, then paste your API Key. You will find it in your Close account settings.
Use Close in an agent
Create a tool, add a Close tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Close to work in your agents
Connect Close alongside 1,800+ other integrations and let your agents run the busywork.