All connectors
Close
14 tools · CRM · Drip Emails
Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
Connect Close
- Open Slashspace and go to Settings, then Connectors.
- On Discover, search for Close and click Connect.
- Sign in to Close in your browser. Slashspace updates when the account is connected.
- Then ask for what you need in any Agent mode chat. Close is on in every chat unless you switch it off.
What your chats can do
14 tools from Close.
- Create CallCreates a new call record in Close.com. This tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead_id, direction, and optional support for contact_id, phone, duration, note, recording_url, and user_id.
- Create EmailCreate or log a Close email activity. Draft creates an unsent activity. Scheduled and outbox are send-capable modes that can deliver email externally; inbox, sent, and error log outcomes. Setting followup_date can also create a follow-up task if no reply is received.
- Create LeadCreates a new lead in Close CRM. A lead represents a company or organization in your sales pipeline. This tool allows you to create leads with company information (name, description, website), associate contacts with emails/phones/URLs, add addresses, and set the lead status. Contacts and addresses can be nested in the lead creation request. The tool returns comprehensive lead information including the lead ID, direct URL to view in Close CRM, associated contacts with their IDs, addresses, status information, and creation/update timestamps. Note: Activities, tasks, and opportunities must be created separately after lead creation.
- Create SMS MessageThis tool creates a new SMS activity in Close CRM. It is primarily used to log SMS communications, including sent messages, received messages, and draft messages. The tool requires an internal phone number (local_phone) which must be an SMS-enabled phone number owned by your Close organization. Note: Actually sending SMS messages (status 'outbox' or 'scheduled') requires A2P 10DLC compliance.
- Create Task
