What can I automate with the Close integration?

Create and update Close leads, contacts, opportunities and tasks, search your pipeline, and log notes onto a lead's timeline. Lodol supports 20 actions for Close, which you can combine with any other app in a workflow.

How do I connect Close to Lodol?

Authenticate Close once from your workspace and every action and trigger it supports becomes available to drop into a workflow. There is no glue code to write or maintain.

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Close

CRM Systems

Create and update Close leads, contacts, opportunities and tasks, search your pipeline, and log notes onto a lead's timeline.

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20 actions

Actions

Steps your workflow can run in Close.

List leadsList the leads in your Close organization, or search them by text. Leave the search empty to page through everything newest first.

Get leadRead one lead by id, with its contacts, opportunities and addresses.

Create leadCreate a lead - a company or person you are selling to - and optionally its first contact and address in the same step.

Update leadChange a lead's name, description, website or status. Fields left empty keep the value they already had.

Delete leadDelete a lead and everything on it - its contacts, opportunities, tasks and activity history. This is permanent.

List contactsList contacts, either across the organization or just the ones on a lead. Close offers no text search here - use List leads to find the lead first.

Get contactRead one contact by id, with every email address, phone number and URL on it.

Create contactAdd a person to a lead, with their contact details.

Update contactChange a contact's details. Giving any email address, phone number or link replaces every one the contact already had of that kind - Close has no way to add just one - so include the existing ones alongside the new one. Leave a field empty to leave that list untouched.

Delete contactRemove a contact from its lead. The lead itself stays. This is permanent.

List opportunitiesList deals, filtered by lead, status, owner or free text. Every row carries the deal value both as Close stores it (in cents) and as a decimal amount.

Get opportunityRead one deal by id, with its value, status and note.

Create opportunityOpen a deal on a lead. Leave the status empty to use your organization's default one.

Update opportunityChange a deal's value, status, owner or note. Moving it to a status whose type is Won makes Close record the date won by itself.

Delete opportunityDelete a deal. The lead and its contacts stay. This is permanent - to record a deal that did not happen, move it to a Lost status instead.

List tasksList the tasks people and workflows created, optionally only one lead's or one person's. The rows Close generates itself, such as missed calls, are left out - they cannot be edited or deleted.

Create taskAdd a to-do to a lead and optionally assign it to someone.

Update taskChange a task, reassign it, or mark it done by turning Completed on.

Delete taskDelete a task. This is permanent - to record that it was done, mark it completed with Update task instead.

Create noteLog a note on a lead's timeline - what was said on a call, what a workflow decided, anything the next person should read.