How do I connect Close to Operator?

Connecting Close is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Close and you never reauthorize by hand.

Can my agent keep my Close records up to date?

Yes. It can create and update contacts, companies, and deals, log activity against them, and pull a record back when you ask. A common setup is to have it log notes after a call or add new leads automatically, so Close stays current without the manual data entry.

Do I need to write code or manage Close API keys?

No. Operator manages the Close connection and token refresh, so there are no API keys to paste and nothing to deploy.

Can my agent use Close together with my other apps?

Yes. The same agent reaches every app you connect, so it can move between Close and tools like Hubspot, Salesforce, Pipedrive in one job, reading from one and acting in another without you wiring anything between them.

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Connect Close to OpenClaw on Operator.io

Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.

CRM6 actions

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Automate Close with AI

Hand Close to an OpenClaw agent running on Operator. You write what you want in a chat and it turns that into real Close actions like create call, create lead, create sms message, without you opening the app.

Your agent reaches Close directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.

What your agent can do with Close

Your agent can call any of these Close actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.

Create Call

Creates 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, rec...

Create Lead

Creates 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,...

Create SMS Message

This 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...

Create Task

This 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.

Delete Call

This 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.

Get Notes

This 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, creatio...

How to connect Close

You authorize Close once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Close without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.

When you are ready, the get started guide walks through standing up your OpenClaw agent.

Common questions about Close

How do I connect Close to Operator?: Connecting Close is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Close and you never reauthorize by hand.
Can my agent keep my Close records up to date?: Yes. It can create and update contacts, companies, and deals, log activity against them, and pull a record back when you ask. A common setup is to have it log notes after a call or add new leads automatically, so Close stays current without the manual data entry.
Do I need to write code or manage Close API keys?: No. Operator manages the Close connection and token refresh, so there are no API keys to paste and nothing to deploy.
Can my agent use Close together with my other apps?: Yes. The same agent reaches every app you connect, so it can move between Close and tools like Hubspot, Salesforce, Pipedrive in one job, reading from one and acting in another without you wiring anything between them.