Close

Attaches a physical or mailing address to an existing Close lead, keeping location data current for territory routing and direct mail campaigns.

Sends a WhatsApp message to a contact through Close's built-in messaging layer, logging it to the lead's activity timeline automatically.

Removes a specific call record from a lead's activity timeline, useful for cleaning up test entries, duplicate logs, or misattributed calls.

Permanently removes an email record from a Close lead or contact's activity history — use with care for data hygiene or compliance-driven erasure.

Removes a specific email address from a contact's profile without deleting the contact itself, enabling precise data corrections and deduplication.

Generates and returns a CSV export of Close activity data (calls, emails, notes) for a specified date range and filter set.

Combines two duplicate Close leads into a single canonical record, preserving all activities, contacts, and notes from both into the winning lead.

Triggers Close's activity overview report for a time range and team filter, returning call counts, email volumes, and deal touchpoint summaries.

Applies a single operation (status update, tag, assignment) to a large set of leads at once using Close's bulk processing engine.

Sends a single email template to a defined segment of Close leads or contacts in one operation, logged as individual activities per lead.

Enrolls a segment of contacts into a Close email workflow sequence in a single bulk operation, rather than subscribing them one at a time.

Logs a call record on a Close lead with duration, direction, and outcome — the canonical way to record conversations that happen outside the Close dialler.

Schedules a future call task on a Close lead, assigning it to a specific rep with a due date so it surfaces in their task queue.

Adds a new contact to a Close lead with name, email, phone, and title — the atomic unit for all person-level communication in Close.

Logs a custom-defined activity type on a lead — such as 'Contract Sent', 'Demo Completed', or 'Trial Started' — providing domain-specific tracking beyond calls and emails.

Creates a new record in a custom data model you've defined in Close — such as a Contract, Subscription, or Product — extending the CRM to fit your exact business schema.

Composes and sends (or saves as draft) an email on a Close lead from the rep's connected inbox, logged automatically to the lead's activity timeline.

Initiates a background data export job in Close for a specified object type and filter, returning the job ID so the agent can poll for completion and retrieve the file.

Adds a new member to your Close organisation, granting them CRM access with the specified role and team assignments.

Creates a new company-level lead record in Close with name, status, and linked contacts — the foundational record for all sales activity.

Adds a free-text note to a Close lead's activity timeline — the universal way to capture meeting context, call summaries, and internal commentary.

Returns the lead count for a named Smart View filter, enabling the agent to make branching decisions or report on segment size without a full export.

Generates a stage-by-stage conversion funnel report for Close opportunities over a specified period, showing where deals are being won, stalled, or lost.

Runs a flat opportunity report across all stages and filters in Close, returning deal count, total value, and status breakdowns for the specified scope.

Fires when a Close call recording is saved and ready — lets the agent act on the audio before anyone has left their desk.

Fires once Close has generated a text transcript for a completed call — ideal for any downstream processing that needs searchable speech content.

Fires immediately when any call is logged in Close — inbound, outbound, or scheduled — giving the agent a real-time hook to react to calling activity.

Fires whenever a contact enters a saved Smart View filter — useful for triggering sequences tied to a specific attribute like industry or lead status.

Fires the moment a new contact is created in Close, regardless of how it arrived — form, import, manual entry, or API — so the agent can kick off onboarding or enrichment instantly.

Fires when a custom activity type you've defined in Close is logged and published — enabling precise reactions to domain-specific sales events beyond calls, emails, and notes.

Fires when a custom object record (a data model you've built in Close beyond standard leads and contacts) is created or changed — enabling data-driven automations on your unique sales entities.

Fires when any email is logged or received in Close — covering inbound replies from prospects, outbound sends, and forwarded threads — so the agent can react to live inbox activity.

Fires when a data export job in Close completes — letting the agent pick up the CSV or JSON file and push it downstream without manual downloads.

Fires when a lead submits a Close-connected web form — capturing inbound intent signals the moment they arrive so the agent can act before interest cools.