How do I connect Close and Slack to Operator?

You authorize Close and Slack 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 Slack?

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 Slack actions on its own, so you do not map fields or pick triggers.

Can my agent keep Close and Slack in sync?

Yes. It can watch Close and act in Slack, 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.

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Connect Close to Slack

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Automate Close and Slack with AI

Close CRM activity should surface in Slack when a reply or meeting booked changes the day's numbers. Operator.io points OpenClaw at Close and Slack so positive replies, calls logged, or opportunities won post to the sales channel you watch, and Slack asks for pipeline totals return live Close counts. Ask who booked meetings today and it reads Close and answers in Slack.

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 Slack

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 Slack

Add call participants
Registers new participants added to a Slack call.
Add emoji
Adds a custom emoji to a Slack workspace given a unique name and an image URL; subject to workspace emoji limits.
Add an emoji alias
Adds an alias for an existing custom emoji in a Slack Enterprise Grid organization.
Add Enterprise user to workspace
Adds an Enterprise user to a workspace. Use when you need to assign an existing Enterprise Grid user to a specific workspace with optional guest restrictions.
Add reaction to message
Adds a specified emoji reaction to an existing message in a Slack channel, identified by its timestamp; does not remove or retrieve reactions.
Add a remote file
Adds a reference to an external file (e.g., Google Drive, Dropbox) to Slack for discovery and sharing, requiring a unique `external_id` and an `external_url` accessible by Slack.

All 145 Slack actions →

How it works

Tell the agent what you want to happen between Close and Slack, 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 Slack 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 Slack

How do I connect Close and Slack to Operator?: You authorize Close and Slack 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 Slack?: 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 Slack actions on its own, so you do not map fields or pick triggers.
Can my agent keep Close and Slack in sync?: Yes. It can watch Close and act in Slack, 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 Slack integrations

Slack

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Put your agent on Close and Slack

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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