Connect Close to Gmail
Automate Close and Gmail with AI
Close CRM powers the call queue while Gmail carries the follow up thread, and both should stay on one contact record. Operator.io connects Close and Gmail through OpenClaw so sends and replies log on the Close lead, sequences can hand off to Gmail drafts with Close fields filled, and chat returns Gmail threads beside Close opportunity status. Hand it a lead email and it merges Close history with recent Gmail messages.
It reaches both apps directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh, so there is no Zap to build and no API keys to paste.
What your agent can do with Close and Gmail
What your agent does in Close
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...
What your agent does in Gmail
Modify email labels
Adds and/or removes specified Gmail labels for a message; ensure `message_id` and all `label_ids` are valid (use 'listLabels' for custom label IDs).
Batch delete Gmail messages
Tool to permanently delete multiple Gmail messages in bulk, bypassing Trash with no recovery possible. Use when you need to efficiently remove large numbers of emails (e.g., retention enforcement, mailbox hygiene). Use GMAIL_MOVE_TO_TRAS...
Batch modify Gmail messages
Modify labels on multiple Gmail messages in one efficient API call. Supports up to 1,000 messages per request for bulk operations like archiving, marking as read/unread, or applying custom labels. High-volume calls may return 429 rateLim...
Create email draft
Creates a Gmail email draft. While all fields are optional per the Gmail API, practical validation requires at least one of recipient_email, cc, or bcc and at least one of subject or body. Supports To/Cc/Bcc recipients, subject, plain/HT...
Create Gmail filter
Tool to create a new Gmail filter with specified criteria and actions. Use when the user wants to automatically organize incoming messages based on sender, subject, size, or other criteria. Note: you can only create a maximum of 1,000 fi...
Create label
Creates a new label with a unique name in the specified user's Gmail account. Returns a labelId (e.g., 'Label_123') required for downstream tools like GMAIL_ADD_LABEL_TO_EMAIL, GMAIL_BATCH_MODIFY_MESSAGES, and GMAIL_MODIFY_THREAD_LABELS...
How it works
Tell the agent what you want to happen between Close and Gmail, for example to watch one and act in the other, or to keep the two in step. It reads what it needs from Close, works out what to do, and runs the matching action in Gmail without you mapping a single field.
You can have it run once, on a schedule, or whenever something changes. Ask it for a status any time and it reads the latest from both apps back to you in the same chat.
Common questions about Close and Gmail
- How do I connect Close and Gmail to Operator?
- You authorize Close and Gmail once each from your Operator dashboard. Operator holds both connections and refreshes the access tokens for you, so your agent keeps working across them without you signing in again.
- What can my agent do across Close and Gmail?
- You describe the outcome in plain language and your agent works between the two, reading from one and acting in the other. It picks the right Close and Gmail actions on its own, so you do not map fields or pick triggers.
- Can my agent keep Close and Gmail in sync?
- Yes. It can watch Close and act in Gmail, or keep both in step, reading from one and running the matching update in the other. This runs on demand when you ask or on a schedule you set.
- Do I need to build a workflow or write code?
- No. There is no workflow to build, no fields to map, and no API keys to paste. Operator manages both connections, and you give the agent instructions in plain language.
Close and Gmail integrations
Put your agent on Close and Gmail
Sign in, connect both apps, and hand your agent the work. The same setup reaches every app in the catalog. Your first week is free.
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