Bulk Delete Completed
Triggers when a bulk delete finishes.
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Integrate Close
with your AI CRM
Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
Explore Triggers and Actions
Bulk Delete Created
Triggers when a bulk delete is started.
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Bulk Delete Updated
Triggers when a bulk delete makes progress, carrying how many records it has handled so far.
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Bulk Edit Completed
Triggers when a bulk edit finishes.
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Bulk Edit Created
Triggers when a bulk edit is started.
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Bulk Edit Updated
Triggers when a bulk edit makes progress, carrying how many records it has handled so far.
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Bulk Email Created
Triggers when a bulk email send is started.
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Bulk Email Paused
Triggers when a bulk email send is paused, either by a person or by Close itself.
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Bulk Email Updated
Triggers when a bulk email send makes progress, carrying how many recipients it has handled so far.
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Bulk Sequence Subscription Completed
Triggers when a bulk sequence action finishes.
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Bulk Sequence Subscription Created
Triggers when a bulk sequence subscribe, pause or resume is started.
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Bulk Sequence Subscription Updated
Triggers when a bulk sequence action makes progress, carrying how many contacts it has handled so far.
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Call Deleted
Triggers when a call is deleted from a lead's timeline.
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Call Logged
Triggers when a call is recorded on a lead, whether placed through Close or logged after the fact. Filter on `direction` for inbound only.
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Call Updated
Triggers when a recorded call changes, such as its note, outcome, recording or transcript.
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Comment Added
Triggers when a comment is posted on an activity or object. The first comment on an object also opens a thread, which fires CLOSE_COMMENT_THREAD_STARTED in the same request.
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Custom Activity Deleted
Triggers when a custom activity instance is deleted from a lead.
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Custom Activity Logged
Triggers when an instance of a custom activity type is logged on a lead. Filter on `custom_activity_type_id` for one type only.
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Custom Activity Updated
Triggers when an existing custom activity instance changes.
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Email Deleted
Triggers when an email is deleted from a lead's timeline.
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Email Logged
Triggers when an email is recorded on a lead, whether it arrived, was drafted, was scheduled, or was logged as already sent. Filter on `direction` for inbound only.
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Email Thread Deleted
Triggers when an email thread is deleted from a lead.
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Email Thread Started
Triggers when a new email thread appears on a lead. The individual messages arrive separately on CLOSE_EMAIL_LOGGED.
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Email Thread Updated
Triggers when an email thread changes, such as a message being added to it or its subject changing.
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Email Updated
Triggers when a recorded email changes, such as a draft being edited, an open being recorded, or its status moving.
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Lead Creation Activity Added
Triggers when the 'Lead Created' entry is added to a lead's timeline. This fires alongside CLOSE_LEAD_CREATED for the same lead and adds the timeline position and the import that produced it.
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Lead Creation Activity Deleted
Triggers when a 'Lead Created' timeline entry is removed, which means its lead was deleted.
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Lead Creation Activity Updated
Triggers when a 'Lead Created' timeline entry is moved to a different lead, which in practice means its lead was merged into another.
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Lead Status Change Entry Deleted
Triggers when a lead-status-change entry is removed from a lead's timeline.
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Lead Status Change Entry Updated
Triggers when Close folds a further status change into an existing lead- status-change timeline entry, which happens when the lead changes status twice in quick succession.
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Lead Status Changed
Triggers when a lead moves to a different lead status, carrying both the old and the new status. This is the status-change event itself; CLOSE_LEAD_UPDATED also fires for the same move.
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Note Added
Triggers when a note is written on a lead.
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Note Deleted
Triggers when a note is deleted from a lead.
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Note Updated
Triggers when an existing note is edited.
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Opportunity Status Change Entry Deleted
Triggers when an opportunity-status-change entry is removed from a lead's timeline.
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Opportunity Status Change Entry Updated
Triggers when Close folds a further status change into an existing opportunity-status-change timeline entry.
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Opportunity Status Changed
Triggers when an opportunity moves to a different status, carrying the old and new status, its type (`active`, `won` or `lost`) and the pipeline. Filter on `new_status_type` for a deal-won automation.
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SMS Deleted
Triggers when an SMS is deleted from a lead's timeline.
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SMS Logged
Triggers when an SMS is recorded on a lead. Filter on `direction` for inbound only.
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SMS Updated
Triggers when a recorded SMS changes, such as its status moving or a delivery error being recorded.
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Task Completion Entry Deleted
Triggers when a 'task completed' entry is removed from a lead's timeline.
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Task Completion Logged
Triggers when a 'task completed' entry appears on a lead's timeline. The task itself also fires its own completion trigger, such as CLOSE_LEAD_TASK_COMPLETED.
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WhatsApp Message Deleted
Triggers when a WhatsApp message is deleted from a lead's timeline.
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WhatsApp Message Logged
Triggers when a WhatsApp message is recorded on a lead. Its `direction` is `incoming` or `outgoing`, not the `inbound`/`outbound` the other communication triggers use.
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WhatsApp Message Updated
Triggers when a recorded WhatsApp message changes.
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Create Call
Creates a new call record in Close.com. This tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead_id, direction, and optional support for contact_id, phone, duration, note, recording_url, and user_id.
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Create Contact
Create a contact on an existing Close lead, or create a new lead named after the contact when lead_id is omitted.
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Create Custom Activity
Create a draft or published custom activity instance on a Close lead.
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Create Custom Field
Create a custom-field definition for Close leads or opportunities.
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Create Email
Create or log a Close email activity. Draft creates an unsent activity. Scheduled and outbox are send-capable modes that can deliver email externally; inbox, sent, and error log outcomes. Setting followup_date can also create a follow-up task if no reply is received.
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Create Lead
Creates a new lead in Close CRM. A lead represents a company or organization in your sales pipeline. This tool allows you to create leads with company information (name, description, website), associate contacts with emails/phones/URLs, add addresses, and set the lead status. Contacts and addresses can be nested in the lead creation request. The tool returns comprehensive lead information including the lead ID, direct URL to view in Close CRM, associated contacts with their IDs, addresses, status information, and creation/update timestamps. Note: Activities, tasks, and opportunities must be created separately after lead creation.
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Create Note
Create a plaintext or rich-text note activity on a Close lead.
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Create Opportunity
Create a Close sales opportunity on an existing lead, or create an Untitled lead for it when lead_id is omitted.
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Create Sequence
Create a Close sales sequence with ordered call or email steps.
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Create SMS Message
Create an SMS activity on a Close lead to log received, sent, or draft messages, or to send or schedule a message. The local phone number must be an SMS-enabled internal number owned by your Close organization; sending with outbox or scheduled status requires A2P 10DLC compliance.
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Create Task
Create a Close task associated with a lead, using task text and an actionable date, with optional completion status and assignment.
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Delete Activity Custom Field
Permanently delete one Close activity custom-field definition by ID.
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Delete Call
This tool allows you to delete a specific call activity in Close.com. It is useful for removing incorrectly logged calls or cleaning up call records. The action deletes a call activity using its unique call ID and cannot be undone.
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Delete Custom Activity
Permanently delete one Close custom activity instance by ID.
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Delete Email
This tool allows you to permanently delete a specific email activity in Close.com. It is useful for removing duplicate or incorrectly logged email activities. The action deletes an email activity using its unique email ID and cannot be undone.
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Delete Lead
Permanently delete one Close lead by ID.
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Delete Lead Custom Field
Permanently delete a Close lead custom-field definition and its values.
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Delete Note
Permanently delete one Close note activity by ID.
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Delete Opportunity
Permanently delete one Close opportunity by ID.
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Delete Opportunity Status
Permanently delete an unused Close opportunity status; this cannot be undone. Close rejects the delete if any opportunities still use the status or if it is the organization's last opportunity status.
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Delete SMS
Permanently delete one Close SMS activity by ID.
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Download File
Download bytes from a provider-issued Close Files API URL.
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Get Activity Custom Field
Retrieve one Close activity custom-field definition by ID.
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Get Call
Retrieve one Close call activity by ID with optional field projection.
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Get Contact
Retrieve one Close contact by ID, optionally limiting returned fields.
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Get Created Activity
Retrieve one Close lead-creation activity with optional field projection.
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Get Email
Retrieve one Close email activity by ID with optional field projection.
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Get Event
Retrieve one Close event-log record by event ID.
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Get Lead
Retrieve one Close lead by ID with optional field projection.
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Get Lead Custom Field
Retrieve one Close lead custom-field definition by ID.
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Get Note by ID
Retrieve one Close note activity by ID with optional field projection.
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Get Notes
This tool retrieves a list of note activities from Close. It allows users to fetch notes with optional filtering parameters, including filtering by lead_id, user_id, and date ranges. The tool returns details such as note content, creation and update dates, and any associated attachments.
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Get Opportunity
Retrieve one Close opportunity by ID with optional field projection.
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Get Sequence
Retrieve one Close sequence by ID with its workflow configuration.
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Get Shared Custom Field
Retrieve one Close shared custom-field definition by ID.
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Get SMS
Retrieve one Close SMS activity by ID with optional field projection.
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Get Task
Retrieve one Close task by ID with optional field projection.
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Get User
Retrieve one Close organization user by ID with optional field projection.
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List Activities
Lists one page of Close email or call activities using documented filters.
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List Contacts
List Close contacts with lead filtering, projection, and offset pagination.
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List Custom Activities
List Close custom activity instances with filters and offset pagination.
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List Custom Activity Types
This tool lists the custom activity types defined in a Close organization, returning each type's id and name. Use it to find the custom activity type id that filters a custom activity trigger, or before creating a custom activity instance of a given type.
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List Custom Object Types
This tool lists the custom object types defined in a Close organization, returning each type's id and name. Use it to find the custom object type id that filters a custom activity trigger, or before creating a custom activity instance of a given type.
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List Custom Objects
List custom object instances attached to a Close lead, optionally by type.
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List Events
List Close change events with filters, projection, and cursor pagination.
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List Lead Custom Fields
List Close lead custom-field definitions with projection and pagination.
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List Lead Statuses
List the configured lead statuses for the connected organization.
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List Leads
List or text-search Close leads with field projection and offset pagination.
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List Opportunities
List a page of Close opportunities with offset pagination. Aggregate values may be included in the response.
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List Opportunity Custom Fields
List Close opportunity custom-field definitions with projection and pagination.
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List Opportunity Statuses
List the configured opportunity statuses for the connected organization.
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List Outcomes
List Close call and meeting outcomes with projection and offset pagination.
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List Pipelines
List pipelines and their ordered opportunity statuses.
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List Sequence Subscriptions
List Close sequence subscriptions. At least one of sequence_id, contact_id, or lead_id is required collectively.
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List Sequences
List Close sales sequences with offset pagination.
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List Tasks
List Close tasks using task, assignee, lead, date, and pagination filters. When task_type is omitted, Close returns only lead tasks; pass all to include every type.
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List Unified Activities
List one page of Close activities across all types and matching filters.
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List Users
List users in the connected Close organization with offset pagination.
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List Webhook Subscriptions
List webhook subscriptions configured for the Close organization.
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Search Data
Search Close objects using the structured Advanced Filtering query language.
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Update Activity Custom Field
Update mutable settings of one Close activity custom-field definition.
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Update Contact
Update standard and custom fields on one existing Close contact.
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Update Custom Activity
Update standard and custom fields on one Close custom activity instance.
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Update Email
Update an existing Close email activity. Draft edits remain unsent unless status changes. Setting status to scheduled or outbox can deliver the email externally, either later or immediately.
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Update Lead Custom Field
Update a Close lead custom-field definition. Type changes may convert existing values. Close can return converting_to_type while that conversion runs and omits it after conversion completes.
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Update Note
Update the mutable content and metadata of one Close note activity.
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Update Opportunity
Update standard and custom fields on one Close opportunity.
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Update Sequence
Update a Close sequence name or replace its entire ordered step list. Supplying steps removes any existing steps omitted from the list.
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Update Task
Update assignment, actionable date, or completion state on a Close task; lead tasks can also update text.
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Who Am I
Return the identity (email, name) of the connected Close account.
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How the Close integration works
The Close integration connects your Dench AI CRM directly to Close, so agents can read and act on your Close data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
70 actions are available for agents to invoke on your behalf, and 45 triggers can start a Dench automation the moment something changes in Close. Every call runs through Close's own authorization, scoped to the account you connect.
Set up Close in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Close and click Connect — you'll authorize access through Close's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Close in chat, or wire a Close trigger into an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Close integration work with Dench?
The Dench Close integration connects your AI CRM to Close, so AI agents can work with your Close data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Close via Dench?
The Close integration currently exposes 70 actions, including Create Call, Create Contact, Create Custom Activity, Create Custom Field, Create Email, and Create Lead. Agents invoke them on your behalf from chat or from automations.
Can Dench react to events in Close automatically?
Yes. The Close integration provides 45 triggers — such as Bulk Delete Completed, Bulk Delete Created, Bulk Delete Updated, and Bulk Edit Completed — that can start a Dench automation the moment something happens in Close.
Do I need to write code to connect Close to Dench?
No. You connect Close from your Dench workspace using Close's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Close integration secure?
Connections are authorized through Close's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Close connection from your workspace settings at any time.