hvac-marketing-skills/tools/integrations/close.md

Close

Sales CRM for SMBs with built-in calling, email, and pipeline management designed for high-velocity sales teams.

Capabilities

Integration	Available	Notes
API	✓	Leads, Contacts, Opportunities, Activities, Tasks
MCP	-	Not available
CLI	✓	close.js
SDK	-	REST API only

Authentication

• Type: Basic Auth
• Header: Authorization: Basic {base64(api_key + ':')}
• Get key: Settings > API Keys at https://app.close.com

Common Agent Operations

List Leads

GET https://api.close.com/api/v1/lead/

Authorization: Basic {base64(api_key + ':')}

Search Leads

GET https://api.close.com/api/v1/lead/?query=company_name

Authorization: Basic {base64(api_key + ':')}

Create Lead

POST https://api.close.com/api/v1/lead/

{
  "name": "Acme Corp",
  "url": "https://acme.com",
  "description": "Enterprise prospect"
}

Get Contact

GET https://api.close.com/api/v1/contact/{contact_id}/

Authorization: Basic {base64(api_key + ':')}

Create Contact

POST https://api.close.com/api/v1/contact/

{
  "lead_id": "lead_xxx",
  "name": "Jane Smith",
  "emails": [{ "email": "jane@acme.com", "type": "office" }],
  "phones": [{ "phone": "+15551234567", "type": "office" }]
}

Create Opportunity

POST https://api.close.com/api/v1/opportunity/

{
  "lead_id": "lead_xxx",
  "value": 50000,
  "status_type": "active"
}

List Activities

GET https://api.close.com/api/v1/activity/?lead_id=lead_xxx

Authorization: Basic {base64(api_key + ':')}

Create Task

POST https://api.close.com/api/v1/task/

{
  "lead_id": "lead_xxx",
  "text": "Follow up on demo request",
  "_type": "lead",
  "date": "2026-03-10"
}

Key Metrics

Lead Data

• id - Lead ID
• display_name - Lead name
• url - Website URL
• description - Lead description
• status_id - Pipeline status
• contacts - Associated contacts
• opportunities - Associated opportunities
• tasks - Associated tasks

Contact Data

• id - Contact ID
• lead_id - Parent lead
• name - Full name
• title - Job title
• emails - Email addresses array
• phones - Phone numbers array

Opportunity Data

• id - Opportunity ID
• lead_id - Parent lead
• value - Value in cents
• status_type - active, won, or lost
• confidence - Win probability (0-100)
• date_won - Close date

Task Data

• id - Task ID
• lead_id - Parent lead
• text - Task description
• assigned_to - Assigned user ID
• date - Due date
• is_complete - Completion status

Parameters

Leads

• query - Search query string
• _skip - Number of results to skip (pagination)
• _limit - Max results to return (default: 100)
• _fields - Comma-separated fields to return

Contacts

• lead_id - Filter by parent lead
• _skip - Pagination offset
• _limit - Max results

Opportunities

• lead_id - Filter by parent lead
• status - Filter by status type (active, won, lost)
• _skip - Pagination offset
• _limit - Max results

Activities

• lead_id - Filter by lead
• _type__type - Filter by type (Email, Call, Note, SMS, Meeting)
• date_created__gt - After date
• date_created__lt - Before date

Tasks

• assigned_to - Filter by user ID
• is_complete - Filter by completion (true/false)
• lead_id - Filter by lead
• _type - Task type (lead)

When to Use

• Managing SMB sales pipelines with high-touch outreach
• Tracking sales activities (calls, emails, meetings) per lead
• Creating and managing tasks for sales follow-ups
• Opportunity tracking and revenue forecasting
• Building automated outreach workflows
• Sales team performance reporting

Rate Limits

• Rate limits based on organization plan
• Standard: ~100 requests/minute
• Responses include ratelimit-limit and ratelimit-remaining headers
• 429 responses include Retry-After header

Relevant Skills

• revops
• sales-enablement
• cold-email