Close Integration — Automate Close with AI on Beauto
Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
Category: crm, drip emails · 6 actions available
What you can automate with Close
Beauto connects Close with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Close events, enrich Close data with AI, or sync Close with the rest of your stack — without writing code.
- Sync Close data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Close events and route the output anywhere
- Schedule recurring Close tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Close actions Beauto supports
- 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, du
- 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 ema
- Create SMS Message — 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)
- 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_complet
- 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
- 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