Close Tools
Close es una plataforma de CRM diseñada para ayudar a las empresas a gestionar y optimizar sus procesos de ventas, incluidas las llamadas, la automatización del correo electrónico y los marcadores predictivos.
Categoría
Precios y pago
- Precio
- Gratis en Loadout. El proveedor puede cobrar al usar una cuenta conectada personalmente.
- Pago unificado
- No compatible actualmente. Conecta una cuenta del proveedor cuando sea necesario.
Usa Close Tools con agentes de IA
Aident Loadout permite que Claude Code, Codex, Cursor y otros agentes compatibles llamen a Close Tools. Elige entre 6 Actions compatibles. Revisa cada ejecución en Audit. Conecta Close Tools una vez mediante Aident Vault. Tu agente puede usar las Actions compatibles sin recibir la credencial subyacente.
Actions incluidas
- Close Create CallCreates 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.
- Close Create LeadCreates 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. Co…
- Close Create SmsThis 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 Clo…
- Close Create TaskThis 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.
- Close Delete CallThis 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.
- Close Get NoteThis 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 att…
Casos de uso relacionados
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