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Closecrm

6 available actions

What your AI agent can do in Close

Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

  • Get NotesThis tool retrieves a list of note activities from Close.
  • Create CallCreates a new call record in Close.com.
  • Create LeadCreates a new lead in Close CRM.
  • Create SMS MessageThis tool creates a new SMS activity in Close CRM.
  • Create TaskThis tool creates a new task in Close.com.
  • Delete CallThis tool allows you to delete a specific call activity in Close.com.
Available actions
6
Connection
Customer-managed key
Access
Scoped to the role
Control
Revocable by you

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