Close Integration
Connect Close to Arahi's no-code AI Sales Agents and automate workflows in minutes.
About the Close integration
Inside Sales Software CRM with Calling & Emailing With Arahi AI, you can connect Close to Adversus, Clearbit, Contacts+ and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- CRM
- Authentication
- keys
Close automation use cases
- Lead enrichment at ingest
- When a new lead lands in Close, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
- Deal-stage alerts to Slack
- Route high-value deal movements from Close to a Slack channel the instant they cross a threshold.
- Meeting notes → Close contact record
- Log call summaries and next steps from Zoom or Meet straight into the matching Close contact.
- Duplicate contact deduping
- Flag and merge duplicate Close contacts as they appear instead of quarterly cleanup sprints.
Close workflow examples
- Create Call log in Close after Aircall rep dial
An Aircall outbound call ends and Create Call in Close records the duration, recording URL, and call outcome on the matching lead record.
Aircall outbound call ends triggers Create Call in Close.
- Create Lead in Close from HubSpot form
A HubSpot form submission fires Create Lead on Close with contact name, company, and form source so reps have the prospect in their dialer instantly.
HubSpot form submission runs Create Lead in Close.
- Send SMS Message from Zapier replies
A Zapier trigger matching 'schedule request' in Gmail fires Create SMS Message in Close so reps text the prospect a booking link within minutes.
Gmail schedule request triggers Create SMS Message from Close.
Close actions
- Create SMS Message
- This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content. it includes parameters such as local phone, remote phone, text, status, and source.
- 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.
- Create Lead
- This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.
- Create Task
- 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.
- 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.
- 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.