Use Close with AI Agents

Productivity-agent

Close is a customer relationship management (CRM) and sales platform designed to help businesses manage their leads, contacts, and deals.

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🔗 Connect and Use Close

1. 🔑 Connect your Close account

2. ✅ Select an action

3. 🚀 Go live with the agent

What do you want to do?

Open Index

API actions for Close for AI assitants/agents

Language

PYTHON

Framework

Create Lead

Create a new lead in Close CRM with specified details.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_LEAD])

Update Lead

Update an existing lead's information in Close CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_LEAD])

Create Task

Create a new task associated with a lead or opportunity in Close.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_TASK])

Send Email

Send an email to a lead or contact through Close CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SEND_EMAIL])

Create Opportunity

Create a new sales opportunity in Close CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_OPPORTUNITY])

Update Opportunity

Update an existing opportunity's details in Close.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_OPPORTUNITY])

Add Note

Add a note to a lead, contact, or opportunity in Close CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ADD_NOTE])

Create Contact

Create a new contact associated with a lead in Close.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_CONTACT])

Update Contact

Update an existing contact's information in Close CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_CONTACT])

Log Call

Log a call activity for a lead or contact in Close.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.LOG_CALL])

Create Custom Field

Create a new custom field for leads or opportunities in Close.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_CUSTOM_FIELD])

Create Sequence

Create a new email sequence for automated follow-ups in Close.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_SEQUENCE])

Add Lead To Sequence

Add a lead to an existing email sequence in Close CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ADD_LEAD_TO_SEQUENCE])

Create Smart View

Create a new smart view (saved search) in Close CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_SMART_VIEW])

Bulk Update Leads

Update multiple leads simultaneously in Close CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.BULK_UPDATE_LEADS])

New Lead Created

Triggered when a new lead is created in Close CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_LEAD_CREATED])

Lead Status Changed

Triggered when a lead's status is changed in Close.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.LEAD_STATUS_CHANGED])

New Task Created

Triggered when a new task is created in Close CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_TASK_CREATED])

Task Completed

Triggered when a task is marked as completed in Close.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.TASK_COMPLETED])

New Opportunity Created

Triggered when a new opportunity is created in Close CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_OPPORTUNITY_CREATED])

Opportunity Status Changed

Triggered when an opportunity's status changes in Close.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.OPPORTUNITY_STATUS_CHANGED])

Email Opened

Triggered when a sent email is opened by the recipient.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.EMAIL_OPENED])

Email Clicked

Triggered when a link in a sent email is clicked by the recipient.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.EMAIL_CLICKED])

New Contact Added

Triggered when a new contact is added to a lead in Close.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_CONTACT_ADDED])

Lead Source Updated

Triggered when a lead's source information is updated in Close.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.LEAD_SOURCE_UPDATED])

Custom Field Updated

Triggered when a custom field value is updated for a lead or opportunity.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CUSTOM_FIELD_UPDATED])

Sequence Completed

Triggered when a lead completes an email sequence in Close.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SEQUENCE_COMPLETED])

New Note Added

Triggered when a new note is added to a lead, contact, or opportunity.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_NOTE_ADDED])

Call Logged

Triggered when a new call activity is logged in Close CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CALL_LOGGED])

Lead Merged

Triggered when two or more leads are merged in Close CRM.

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.LEAD_MERGED])

Frequently asked questions

What is Composio.dev?

Composio.dev is a platform for building AI applications, designed to make the process of developing AI solutions super easy and fun! It provides a comprehensive set of tools and libraries that simplify the process of developing AI solutions, allowing you to focus on the creative aspects of your project without getting bogged down by the technical details.

How does Composio.dev support Close?

Composio.dev seamlessly integrates with Close, allowing you to leverage its capabilities within the Composio.dev platform. You can utilize Close to call functions across various platforms, including Google, GitHub, and others, making it a breeze to incorporate different services into your AI applications. Additionally, it supports user authentication via OAuth2 and can work in conjunction with other popular frameworks like LangChain and CrewAI, giving you the flexibility to build truly innovative AI solutions.

What models can I use with Close?

With Close, you have access to a wide range of state-of-the-art language models, including GPT-4o (OpenAI), GPT-3.5 (OpenAI), GPT-4 (OpenAI), Claude (Anthropic), PaLM (Google), LLaMA and LLaMA 2 (Meta), Gemini, and many others. This flexibility allows you to choose the model that best suits your specific use case, whether you're building a chatbot, a content creation tool, or any other AI-powered application. You can experiment with different models and find the one that delivers the best performance for your project.

How can I integrate Close into my project?

Composio.dev provides a seamless integration for Close, making it super easy to incorporate this powerful framework into your projects. You can leverage the Composio.dev API to call functions from Close, allowing you to tap into its capabilities with just a few lines of code. The SDK is available in Python, JavaScript, and TypeScript, so you can work with your preferred programming language and integrate Close into your projects seamlessly.

What is the pricing for Close?

Close is completely free to use, with a generous free tier that allows up to 1000 requests per month. This makes it accessible for developers and organizations of all sizes to explore and experiment with this powerful tool without any upfront costs. Whether you're a student working on a personal project or a startup building the next big thing, you can get started with Close without worrying about breaking the bank.

What kind of authentication is supported for Close?

Close supports OAuth2 authentication, ensuring secure and authorized access to its functionalities. You can leverage the Composio.dev API to handle authentication and call functions from Close seamlessly. The SDK is available in Python, JavaScript, and TypeScript for your convenience, making it easy to integrate authentication into your projects and keep your users' data safe and secure.

Can I add Close to my project?

Absolutely! You can easily incorporate Close into your project by utilizing the Composio.dev API. This API allows you to call functions from Close, enabling you to leverage its capabilities within your application. The SDK is available in Python, JavaScript, and TypeScript to facilitate integration, so you can work with the language you're most comfortable with and add Close to your project with ease.

What is the accuracy of Close?

Close is designed to provide highly accurate and reliable results, ensuring that your AI applications perform at their best. The integration with Composio.dev ensures precise function calls, enabling you to build robust and powerful AI applications with confidence. Close's comprehensive framework and the ability to leverage state-of-the-art models ensure reliable and accurate outcomes for your AI development needs, whether you're working on a chatbot, a content creation tool, or any other AI-powered project.

What are some common use cases for Close?

Close can be used for a wide range of AI applications, making it a versatile tool for developers and creators alike. Some common use cases include natural language processing, text generation, question answering, sentiment analysis, and more. It's particularly useful for building chatbots, virtual assistants, content creation tools, and other AI-powered applications that can help you automate tasks, engage with users, and create compelling content. Whether you're working on a personal project or building a product for your startup, Close can help you bring your ideas to life.

How does Close handle data privacy and security?

Data privacy and security are crucial considerations when working with AI systems, and Close takes these issues seriously. It follows industry best practices and adheres to strict data protection regulations, ensuring that your data is kept safe and secure. Close provides robust security measures, such as encryption and access controls, to ensure the confidentiality and integrity of your data. You can rest assured that your sensitive information is protected when using Close for your AI development needs.