Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
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.
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.
This tool creates a new SMS activity in Close CRM. It is primarily used to log SMS communications, including sent messages, received messages, and draft messages. The tool requires an internal phone number (local_phone) which must be an SMS-enabled phone number owned by your Close organization. Note: Actually sending SMS messages (status 'outbox' or 'scheduled') requires A2P 10DLC compliance.
This tool creates a new task in Close.com. Tasks are used to track to-do items and can be associated with leads. The tool will create a task with the specified parameters using the provided text, due_date, and is_complete flags.
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.
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.
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.
6 actions are available for agents to invoke on your behalf. Every call runs through Close's own authorization, scoped to the account you connect.
Sign in to your Dench workspace and open Integrations.
Find Close and click Connect — you'll authorize access through Close's own sign-in flow. No API keys or code required.
Ask an agent to use Close in chat, or call it from an automation.
Manage or disconnect the connection any time from workspace settings.
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.
The Close integration currently exposes 6 actions, including Create Call, Create Lead, Create SMS Message, Create Task, Delete Call, and Get Notes. Agents invoke them on your behalf from chat or from automations.
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.
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.