opportunity_events
Opportunity Events
Triggers when an opportunity is created, updated, or deleted in Close.
opportunity_events
Triggers when an opportunity is created, updated, or deleted in Close.
lead_events
Triggers when a lead is created, updated, or deleted in Close.
task_events
Triggers when a task is created, updated, or deleted in Close.
contact_events
Triggers when a contact is created, updated, or deleted in Close.
activity_events
Triggers when an activity (email, call, note, SMS, meeting) is created, updated, or deleted in Close.
Manage leads, contacts, opportunities, and sales pipeline in Close CRM. Create, read, update, and delete leads and contacts with custom fields. Track and log activities including emails, calls, SMS, meetings, notes, and WhatsApp messages. Send emails and manage email threads and templates. Create and manage tasks, opportunities with configurable statuses and pipelines, and email sequences for automated outreach. Search and filter leads with advanced queries and Smart Views. Generate sales reports and exports. Manage custom fields, custom activities, custom objects, scheduling links, connected email accounts, users, roles, and organization settings. Perform bulk operations on leads and other objects. Subscribe to webhooks for real-time event notifications on CRM data changes.
Common questions about connecting Close to AI agents with Metorial.