Close for your voice agent

Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Growth and Scale, from A$199 a month. CRM connectors start on Growth.
How it connects
With an API key. You create a key in Close and paste it on a secure page in Connected apps.
What it reads
40 actions, such as download File, get Activity Custom Field and get Call.
What it changes
30 actions, such as create Call, create Contact and create Custom Activity.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 70. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Close actions

Reads 40

  • Download File
  • Get Activity Custom Field
  • Get Call
  • Get Contact
  • Get Created Activity
  • Get Email
  • Get Event
  • Get Lead
  • Get Lead Custom Field
  • Get Notes
  • Get Note by ID
  • Get Opportunity
  • Get Sequence
  • Get Shared Custom Field
  • Get SMS
  • Get Task
  • Get User
  • List Activities
  • List Contacts
  • List Custom Activities
  • List Custom Activity Types
  • List Custom Objects
  • List Custom Object Types
  • List Events
16 more
  • List Lead Custom Fields
  • List Leads
  • List Lead Statuses
  • List Opportunities
  • List Opportunity Custom Fields
  • List Opportunity Statuses
  • List Outcomes
  • List Pipelines
  • List Sequences
  • List Sequence Subscriptions
  • List Tasks
  • List Unified Activities
  • List Users
  • List Webhook Subscriptions
  • Search Data
  • Who Am I

Changes 20

  • Create Call
  • Create Contact
  • Create Custom Activity
  • Create Custom Field
  • Create Email
  • Create Lead
  • Create Note
  • Create Opportunity
  • Create Sequence
  • Create SMS Message
  • Create Task
  • Update Activity Custom Field
  • Update Contact
  • Update Custom Activity
  • Update Email
  • Update Lead Custom Field
  • Update Note
  • Update Opportunity
  • Update Sequence
  • Update Task

Deletes 10

  • Delete Activity Custom Field
  • Delete Call
  • Delete Custom Activity
  • Delete Email
  • Delete Lead
  • Delete Lead Custom Field
  • Delete Note
  • Delete Opportunity
  • Delete Opportunity Status
  • Delete SMS

Close setup

  1. Pasting a Close API key

    Create an API key in Close, choose Close in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 70 actions the agent may use. Start with lookups and add the ones that change Close when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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