capabilities.work

What you can do with Close

Every task in plain language. Pick one, and we can help you get access.

300 things you can do

Close

Close is an inside-sales CRM with calling, email, SMS, and WhatsApp built in. The Close API exposes leads, contacts, opportunities, tasks, activities (calls, emails, SMS, meetings, notes), pipelines, custom objects, sequences, smart views, scheduling, phone numbers, reporting, and webhooks for sales automation.

Works with AI assistants

Customer Data Management

Create a contactUpdate a contactDelete a contactList contactsFetch a contact

Identity & Access Management

Create a custom roleUpdate a roleDelete a custom roleList rolesFetch a role

Opportunity & Pipeline Management

Import a historical lead status changeRemove a lead status change from the feedCreate a lead statusRename or recolor a lead statusDelete a lead statusImport a historical opportunity status changeRemove an opportunity status change from the feedCreate a sales pipelineRename or reorder a pipelineDelete an empty pipelineCreate a leadMerge two duplicate leadsUpdate a leadDelete a leadCreate an opportunity statusRename an opportunity statusDelete an opportunity statusCreate an opportunityUpdate an opportunityDelete an opportunityList lead status change historyGet one lead status changeList lead statusesFetch a lead statusList opportunity status change historyGet one opportunity status changeList sales pipelinesGet a single pipelineList leadsGet a single leadList opportunity statusesFetch an opportunity statusList or filter opportunitiesGet a single opportunity

Sales Operations Management

Create an outreach sequenceUpdate a sequence's steps or settingsDelete a sequenceEnroll a contact in a sequenceUpdate a sequence subscriptionUnsubscribe a contact from a sequenceList email sequencesGet one sequence's detailsList who is subscribed to sequencesGet one sequence subscription

Sales Performance Management

Run an activity metrics reportList metrics for activity reportsGraph arbitrary metrics with ExplorerGet pipeline funnel stage metricsGet pipeline funnel totalsReport on sent emailsReport on lead status changesReport on opportunity status changes

Other things you can do

Update organization settingsCreate a custom object recordUpdate a custom object recordDelete a custom object recordCreate, draft, schedule or send an emailEdit or send a draft emailDelete an email activityAdd a comment to a recordEdit a comment's textRemove a commentCreate a personal scheduling linkUpsert a scheduling link from an OAuth appDelete an OAuth app's scheduling link by source idUpdate a personal scheduling linkDelete a personal scheduling linkCreate a shared scheduling linkUpdate a shared scheduling linkDelete a shared scheduling linkMap a shared link to a user link or URLUnmap a shared scheduling linkGet a signed upload for a fileCreate a Smart ViewUpdate a Smart ViewDelete a Smart ViewCreate an outcomeEdit an outcomeDelete an outcomeReorder custom fields for an object typeUpdate a meeting's notes or outcomeDelete a meeting activityAttach an app's integration tab to a meetingCreate an integration linkUpdate an integration linkDelete an integration linkLet another user send as youRevoke send-as for a specific userAllow and disallow many send-as usersDelete a send-as association by IDCreate a custom object typeUpdate a custom object typeDelete a custom object typeLog a custom activity on a leadUpdate or publish a custom activityDelete a custom activity recordEnrich a lead or contact field with AILog a WhatsApp messageUpdate a logged WhatsApp messageDelete a logged WhatsApp messageBulk update matching tasksCreate a taskUpdate a single taskDelete a taskCreate a custom activity typeUpdate a custom activity typeDelete a custom activity typeBulk update several membershipsAdd a user to the organizationUpdate one user's membershipDeactivate a user's membershipSet a member's pinned viewsCreate an email templateUpdate an email templateDelete an email templateCreate a lead custom fieldEdit a lead custom fieldDelete a lead custom fieldDelete a form submissionBulk subscribe, pause or resume sequencesSend, schedule or log an SMSEdit or send a draft SMSDelete an SMS activityAdd a field to a custom object typeUpdate a custom object custom fieldDelete a custom object custom fieldLog an external callUpdate a call's notes or outcomeDelete a call activityBulk delete leads matching a queryRent a new phone numberUpdate a phone number's settingsRelease a phone numberUnsubscribe an email addressResubscribe an email addressCreate an opportunity custom fieldUpdate an opportunity custom fieldDelete an opportunity custom fieldCreate a contact custom fieldEdit a contact custom fieldDelete a contact custom fieldDelete an import update activityAdd a field to a custom activity typeUpdate an activity custom fieldDelete an activity custom fieldBlock a phone numberToggle rejecting anonymous inbound callsChange the reason a number is blockedUnblock a phone numberDelete a completed-task activitySend a bulk email to matching leadsExport leads matching a searchExport opportunities by filterCreate a shared custom fieldRename or edit a shared custom fieldDelete a shared custom fieldAttach a shared field to an object typeChange a shared field association's rulesDetach a shared field from an object typeCreate a user groupAdd a user to a groupRemove a user from a groupRename a groupDelete a groupDelete an email thread and its emailsCreate a call playbookEdit a playbookDelete a playbookArchive a playbookRestore an archived playbookSubscribe a URL to CRM eventsUpdate or pause a webhookDelete a webhook subscriptionAdd a note to a leadEdit, pin or unpin a noteDelete a noteCreate an SMS templateUpdate an SMS templateDelete an SMS templateBulk edit many leads at onceGet organization detailsList formsRetrieve a form and its fieldsList a lead's custom object recordsRetrieve a custom object recordList email activitiesGet a single email activityList lead merge activitiesGet a lead merge activityList comments on an object or threadGet a single commentList comment threadsGet a single comment threadList my personal scheduling linksFetch one personal scheduling linkList team shared scheduling linksFetch one shared scheduling linkList Smart ViewsGet a single Smart ViewList call and meeting outcomesGet a single outcomeGet the custom field order for an object typeList meeting activitiesGet a meeting and its transcriptList integration linksGet an integration linkList send-as permissionsGet a send-as associationList custom object typesGet a custom object typeList custom activity recordsGet one custom activity recordList WhatsApp message activitiesGet a single WhatsApp messageList or filter tasksFetch a task's detailsList custom activity typesGet a custom activity typeList events from the change logGet a single eventGet a member's pinned viewsList email templatesFetch an email templatePreview an email template for a leadList lead custom fieldsGet a lead custom fieldList form submission activitiesGet a single form submissionList bulk sequence subscription jobsCheck a bulk sequence subscription jobList SMS activitiesGet one SMS activityList custom object custom fieldsFetch a custom object custom fieldList call activitiesGet a single call activityList bulk delete jobsCheck a bulk delete jobList or search phone numbersRetrieve a phone numberList unsubscribed email addressesList opportunity custom fieldsFetch an opportunity custom fieldList contact custom fieldsGet a contact custom fieldList import update activitiesGet one import update activityGet your own user profileList users in the organizationSee who is available or on a callGet a single userList activity custom fieldsFetch an activity custom fieldList blocked phone numbersView call blocking settingsGet one blocked phone numberList completed-task activitiesGet a completed-task activityList bulk email jobsCheck a bulk email jobList all data exportsList lead exportsCheck a lead export's statusList opportunity exportsCheck an opportunity export's statusGet any export by idList record-created activitiesGet a record-created activityList dialer sessionsGet a dialer sessionList shared custom fieldsGet a shared custom fieldGet a shared field's object-type associationList user groupsFetch a group and its membersList email conversationsGet one email threadList call playbooksGet a single playbookList webhook subscriptionsGet a webhook subscriptionList note activitiesGet a single noteList SMS templatesFetch an SMS templateList bulk edit jobsCheck a bulk edit jobList connected accountsFetch a connected accountList all activities across types