Close

close.search_leads

Search leads for text in any field, like the search bar in Close: a company name, a contact's name, email or phone. Lead IDs look like lead_zwqYhEFw…. Pass cursor back within 30 seconds for the next page.

close.search_contacts

Search contacts for text in any field, such as a name, email address or phone number. Contact IDs look like cont_BwlwYQkI…; each carries its lead_id.

close.get_lead

Get a lead with its contacts, open tasks and opportunities. Lead IDs look like lead_zwqYhEFw….

close.create_lead writes

Create a lead, a company, with its contacts. Returns the lead with the IDs of its new contacts.

close.update_lead writes

Update a lead's name, website, description or status.

close.create_contact writes

Add a contact to an existing lead.

close.add_note writes

Log a note on a lead's activity feed, optionally about one of its contacts.

close.create_task writes

Create a task on a lead, assigned to you unless you name another user.

close.create_opportunity writes

Create an opportunity, a potential deal, on a lead. The value is in cents of the organization's currency.

close.list_lead_statuses

List the organization's lead statuses with the IDs create_lead and update_lead take. Status IDs look like stat_wMS9M6HC….

close.list_opportunity_statuses

List opportunity statuses with their IDs and whether each is active, won or lost.

close.api_get

Send a GET request to any Close API path under https://api.close.com/api/v1 and return the response. For endpoints the named tools don't cover.

close.api_request writes

Send a POST, PUT, PATCH or DELETE request to any Close API path under https://api.close.com/api/v1.