# Close

Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.

- **Category:** crm
- **Auth:** API_KEY
- **Composio Managed App Available?** N/A
- **Tools:** 6
- **Triggers:** 0
- **Slug:** `CLOSE`
- **Version:** 20260316_00

## Tools

### Create Call

**Slug:** `CLOSE_CREATE_CALL`

Creates 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `note` | string | No | A text note about the call |
| `phone` | string | No | The phone number associated with the call |
| `lead_id` | string | Yes | The ID of the lead associated with the call Must reference an existing lead; an incorrect ID silently attaches the call to the wrong lead. |
| `user_id` | string | No | The ID of the user who made/received the call |
| `duration` | integer | No | Duration of the call in seconds |
| `direction` | string ("outbound" | "inbound") | Yes | The direction of the call (outbound or inbound) |
| `contact_id` | string | No | The ID of the contact associated with the call |
| `disposition` | string ("answered" | "no-answer" | "vm-answer" | "vm-left" | "busy" | "blocked" | "error" | "abandoned") | No | The outcome of the call (answered, no-answer, vm-answer, vm-left, busy, blocked, error, abandoned) |
| `recording_url` | string | No | HTTPS URL pointing to the MP3 recording of the call |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Lead

**Slug:** `CLOSE_CREATE_LEAD`

Creates 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `url` | string | No | Website URL of the company |
| `name` | string | Yes | Name of the company/lead |
| `contacts` | array | No | List of contacts associated with the lead |
| `addresses` | array | No | List of addresses associated with the lead |
| `status_id` | string | No | ID of the lead status. If not provided, organization's default status will be used |
| `description` | string | No | Description of the lead |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create SMS Message

**Slug:** `CLOSE_CREATE_SMS`

This 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.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `text` | string | Yes | The content of the SMS message |
| `status` | string ("inbox" | "draft" | "scheduled" | "outbox" | "sent") | Yes | The status of the SMS. Must be one of: inbox, draft, scheduled, outbox, sent |
| `lead_id` | string | Yes | The ID of the lead associated with the SMS Verify the lead_id before submission — an incorrect ID causes silent misassociation with no error returned. |
| `send_in` | integer | No | Number of seconds to delay sending the SMS when status is outbox. Must be less than 60 |
| `direction` | string ("inbound" | "outbound") | No | The direction of the SMS. Defaults to 'inbound' if status is inbox, otherwise 'outbound' |
| `contact_id` | string | No | The ID of the contact associated with the SMS |
| `local_phone` | string | Yes | The internal phone number used to send the SMS. Must be associated with a Phone Number of type 'internal' |
| `template_id` | string | No | The ID of an SMS Template to render and use as the message content |
| `remote_phone` | string | Yes | The recipient's phone number |
| `date_scheduled` | string | No | The date and time when the SMS should be sent (required if status is 'scheduled') |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Task

**Slug:** `CLOSE_CREATE_TASK`

This tool creates a new task in Close.com. Tasks are used to track to-do items and can be associated with leads. The tool will create a task with the specified parameters using the provided text, due_date, and is_complete flags.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | Yes | The date when the task is actionable. Can be date-only (YYYY-MM-DD) or date-time (YYYY-MM-DDThh:mm:ss+00:00) |
| `text` | string | Yes | Description of the task |
| `_type` | string | No | Type of task to create. Must be either 'lead' (a to-do item for a sales rep) or 'outgoing_call' (a call task). Defaults to 'lead' |
| `lead_id` | string | Yes | The ID of the lead the task is associated with An incorrect but valid lead_id silently associates the task with the wrong lead. |
| `assigned_to` | string | No | User ID of the person the task is assigned to. If omitted, assigns to the API caller |
| `is_complete` | boolean | No | Whether the task is complete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Call

**Slug:** `CLOSE_DELETE_CALL`

This tool allows you to delete a specific call activity in Close.com. It is useful for removing incorrectly logged calls or cleaning up call records. The action deletes a call activity using its unique call ID and cannot be undone.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `call_id` | string | Yes | The unique identifier of the call activity to delete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Notes

**Slug:** `CLOSE_GET_NOTE`

This tool retrieves a list of note activities from Close. It allows users to fetch notes with optional filtering parameters, including filtering by lead_id, user_id, and date ranges. The tool returns details such as note content, creation and update dates, and any associated attachments.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `lead_id` | string | No | Filter notes by a specific lead ID An incorrect lead_id silently returns notes for the wrong lead rather than raising an error; verify the lead_id before filtering. |
| `user_id` | string | No | Filter notes by a specific user ID |
| `date_created__gt` | string | No | Filter notes created after this date (ISO 8601 format) |
| `date_created__lt` | string | No | Filter notes created before this date (ISO 8601 format) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |