Close
6 actions for Close workflows.
Operations are the actions a workflow can take in Close, grouped by category. Each lists its method, parameters, and a template you can drop it into.
Manage phone call records in your Close CRM workflow. Use these operations to log new calls with prospects and customers, or remove outdated call entries to keep your activity history clean and accurate.
Create Call
CLOSE_CREATE_CALLLog phone calls directly in your Close CRM by creating call records linked to leads, with support for tracking call direction, duration, notes, and recordings. This helps you maintain a complete communication history with prospects and customers.
Delete Call
CLOSE_DELETE_CALLRemoves a call activity record from Close.com, allowing you to clean up incorrectly logged or duplicate call entries. This action permanently deletes the call record using its unique ID.
Add new prospects to your Close CRM pipeline directly from your automation workflow. This operation enables you to capture and qualify leads without manual data entry, streamlining your lead generation process.
Create Lead
CLOSE_CREATE_LEADAdds a new lead (company or organization) to your Close CRM pipeline with contact information, addresses, and status. Enables you to quickly organize prospect companies and their associated contact details in one place.
Send SMS messages to contacts as part of your automated outreach campaigns. This operation lets you deliver timely text communications directly from your Close CRM workflows to engage prospects and customers at scale.
Create SMS Message
CLOSE_CREATE_SMSLogs SMS communications in Close CRM to maintain a complete record of text message interactions with leads and customers. This keeps all customer conversations organized in one place for better follow-up and team visibility.
Retrieve notes and internal comments attached to leads and contacts in Close. Use this operation to pull conversation history and context into your workflows when you need to reference previous interactions or observations.
Get Notes
CLOSE_GET_NOTERetrieve notes and activities from your Close CRM, with the ability to filter by specific leads, team members, or date ranges to find important customer interactions and follow-up details.
Create action items and reminders for your team within Close CRM. This operation helps you automate task assignment and follow-up scheduling, ensuring nothing falls through the cracks in your sales process.
Create Task
CLOSE_CREATE_TASKCreate a new task in Close.com to track follow-ups, reminders, and to-do items linked to your leads and deals. This helps you stay organized and ensures nothing falls through the cracks in your sales process.
Drop a trigger and an action into a template; approve from your phone; the workflow runs.