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Blocks

Close

Sales CRM built for startups and SMBs to close more deals.

Integrate with Close CRM to manage leads, contacts, opportunities, and sales activities. Close is a powerful sales CRM designed for inside sales teams with built-in calling, email automation, and advanced reporting. Perfect for high-velocity sales teams that need a CRM that works as hard as they do.

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Block Preview

Sales CRM built for startups and SMBs to close more deals.

Usage

Add the block to your workflow and connect it to the upstream step.
Connect the required credentials or OAuth provider before running.
Fill in required inputs and optional parameters for the run.
Run a test execution, inspect outputs, and iterate before deploying.
Deploy the close block with monitoring enabled in production.

Inputs (UI)

Close Account

oauth-input

Placeholder: Select Close account

Layout: full

Provider: close

Operation

dropdown

Layout: full

Options: List Leads, Get Lead, Create Lead, Update Lead

Lead ID

short-input

Placeholder: Enter lead ID

Layout: full

Condition: operation = ["get_lead","update_lead","create_contact","create_opportunity"]

Lead Name

short-input

Placeholder: Acme Corporation

Layout: full

Condition: operation = ["create_lead","update_lead"]

Contact Name

short-input

Placeholder: John Doe

Layout: full

Condition: operation = "create_contact"

Email

short-input

Placeholder: john@example.com

Layout: half

Condition: operation = ["create_contact","send_email"]

Phone

short-input

Placeholder: +1234567890

Layout: half

Condition: operation = "create_contact"

Opportunity Value

short-input

Placeholder: 50000

Layout: half

Condition: operation = "create_opportunity"

Opportunity Status

short-input

Placeholder: active

Layout: half

Condition: operation = "create_opportunity"

Task Description

long-input

Placeholder: Follow up with prospect about demo

Layout: full

Condition: operation = "create_task"

Due Date

short-input

Placeholder: 2025-12-31

Layout: half

Condition: operation = "create_task"

Email Subject

short-input

Placeholder: Following up on our conversation

Layout: full

Condition: operation = "send_email"

Email Body

long-input

Placeholder: Hi, I wanted to follow up...

Layout: full

Condition: operation = "send_email"

Call Duration (seconds)

short-input

Placeholder: 300

Layout: half

Condition: operation = "log_call"

Call Note

long-input

Placeholder: Discussed pricing and next steps

Layout: full

Condition: operation = "log_call"

Custom Fields (JSON)

code

Placeholder: {"custom_field_1": "value1"}

Layout: full

Condition: operation = ["create_lead","update_lead","create_contact","create_opportunity"]

Inputs (API)

credential

string

Required

operation

string

Required

leadId

string

Optional

leadName

string

Optional

contactName

string

Optional

email

string

Optional

phone

string

Optional

opportunityValue

number

Optional

opportunityStatus

string

Optional

taskText

string

Optional

dueDate

string

Optional

emailSubject

string

Optional

emailBody

string

Optional

callDuration

number

Optional

callNote

string

Optional

customFields

json

Optional

Outputs

Primary response type:

{
  "data": "json"
}

Tool Access

close_api