Put 
Close to work with
AI-driven automations
Actions
Search leads
Find leads in your Close database using filters or keywords
View lead details
See complete information about a specific lead
Create lead
Add a new lead into Close
Update lead
Modify details for an existing lead
Delete lead
Remove a lead from Close
Merge leads
Combine two leads into one record
Search contacts
Find contacts linked to leads by name or filter
View contact details
See full contact info for a given contact
Create contact
Add a new contact under a lead
Update contact
Update an existing contact
Delete contact
Remove a contact
Search tasks
Find tasks (to-dos, follow-ups) with filters (by lead, date, status)
View task details
See task name, due date, assignment, etc.
Create task
Add a new task or follow-up item
Update task
Edit a task’s due date, status, or assignee
Delete task
Remove a task
Search activities
View all interactions like calls, emails, notes associated with leads
View activity details
Get the content and metadata for a specific interaction
Log activity
Create a new activity (call, email, note, meeting) under a lead
Update activity
Modify an existing interaction record
Delete activity
Remove a logged interaction
Search opportunities
Find potential deals associated with leads
View opportunity details
See value, stage, probability, etc. of an opportunity
Create opportunity
Start a new opportunity under a lead
Update opportunity
Modify an existing opportunity’s details
Delete opportunity
Remove an opportunity
Search users
View users (sales reps) in your Close organization
View user details
See information about a specific user (email, role, availability)
List pipelines
View the sales pipelines and stages configured in Close
List custom fields
View custom fields set up for leads, contacts, or activities
Search webhook subscriptions
See current webhook integrations set up
Manage webhook subscriptions
Create, update, or delete webhook subscriptions for event alerts
View event log
See recent history of changes and actions across Close (leads, tasks, etc.)
Bulk actions (leads)
Run actions (e.g. email, status update) on many leads at once
Triggers
No items found.
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