Close Tools
Close 是一个 CRM 平台，旨在帮助企业管理和简化销售流程，包括通话、电子邮件自动化和预测拨号器。
让 AI 智能体使用 Close Tools
Aident Loadout 让 Claude Code、Codex、Cursor 和其他受支持的智能体调用 Close Tools。可选择 6 个受支持的操作。 可在 Audit 中审核每次执行。
通过 Aident Vault 连接一次 Close Tools。智能体无需获取底层凭证即可使用受支持的操作。
分类
Crm价格与支付
- 价格
- 在 Loadout 中免费。使用个人连接的账号时，服务提供商可能收费。
- 统一支付
- 暂不支持。需要时请连接服务提供商账号。
包含的操作
- 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…