For AI agents: a documentation index is available at the root level at /llms.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.

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Integrations Close MCP Server

Close MCP Tools

See full list here: https://developer.close.com/mcp/tools

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Close Onboarding
Connect your Email and Calendar
Close Mobile App
Desktop App
Import Data into Close
Other ways to get your data into Close
Migration from another CRM
Migration from Pipedrive
Importing Leads and Contacts from a file
Importing Opportunities from a file
Importing Other Data into Close
Updating existing Leads and Contacts
Finding and Merging Duplicates
Avoiding Lead Duplicates
Steps To Import Your Data Successfully
Leads
Lead statuses
Lead assignment
Editing, Merging, and Deleting Leads
Contacts
Calling
Assigning Numbers
Call Routing and Phone Menus
Outbound Caller ID
Calling Setup
Call Assistant
Call Reports
Increase Call Connection Rates
Porting your number
Bring Your Own Carrier (BYOC)
Initiating calls from the web app
Group Numbers
Call Coaching
Regulatory Bundles
German Regulatory Documents
Call Tasks
Call and SMS blocking in Close
SMS and MMS
SMS Deliverability
A2P 10DLC
A2P 10 DLC - Want AI to do this for you?
A2P 10DLC - What to do when my A2P SMS registration is rejected?
A2P 10DLC - Stay Compliant
A2P 10DLC Compliance boost with AI
Power & Predictive Dialing
Using the Power Dialer
Using the Predictive Dialer
Emailing
Email configuration
Managing unsubscribe requests
Set up outbound email without inbound email tracking
Forwarding email to Close
Email Filtering
Chloe
Voice Agent Setup
Compliance
Prompt Training
Skills
Playbooks
Knowledge Sources
Use Cases
Using Voice Agents
Reporting
FAQ
Troubleshooting
Chat
Workflows
Workflow Steps
Workflow Overview & Reporting
Notetaker
Enrichment
Opportunities
Opportunities List View
Opportunity Pipeline View
Opportunity Pipelines & Statuses
Inbox
Notes
Scheduling Links
Custom Activities
Custom Fields
Meetings
Book a Meeting
Outcomes
Playbooks
Note Templates and Summary Guidance
Using Playbooks on Calls
Playbooks and Chloe
Forms
Auto Updates
Custom Objects
Conversations
Lead Filtering and Smart Views
Create a Smart View
Building a Calling Smart View
Bulk Email and Workflow Smart View Tips
Lead Filtering Tips
Lead Filtering Tutorials
Calculations in Smart Views
Reports
Activity Overview Report
Activity Comparison Report
Opportunity Funnels Report
Status Change Report
Explorer
Sent Email Report
Tasks
Designing a Cold Outbound Cadence
Inbound Lead Response
Using Workflows for Newsletters
Lead Scoring
Simplify Your Workflows with Automated Senders
Assign Leads to Users via Round-Robin
Build a Sales Process
Designing your sales pipeline
Automating Close with Zapier
Create a new Lead once a Calendly meeting is booked
Perform an action when a Workflow ends
Creating additional SMS notifications for users
Enforcing required fields in Close via Zapier
Create an Opportunity when Status is changed to Qualified
Creating a multi-channel sales workflow in Close
Avoiding Lead Rot and Consolidating Smart Views
Parent/Child Lead Hierarchy
Keyboard shortcuts
Automatically set Opportunity Confidence based on pipeline status
Integrations
Find IDs in Close
Analysis and Reporting
Segment
Communication
WhatsApp
Zoom
Slack
Docusign
GetAccept
Help Scout
Marketing
Facebook Lead Ads
Mailchimp
Organizational Tools
Calendly
SavvyCal
Prospecting
LeadFuze
LinkMatch
Dripify
HubSpot to Close
Zapier
Google Forms
SimpleTexting
Migration from API keys to OAuth
Dedicated Email Servers
Mailgun
SendGrid
Integration links
ChatGPT
Close MCP Server
Close MCP Tools
Helpdesk integration
Integrations by type
API Keys & OAuth
Create OAuth Apps
Verify Your Email Address
Account Settings
Roles & Permissions
Admin user role
Super User role
User role
Restricted User role
Lead Visibility
Plans and Billing
Groups
Managing users and cancellation
Customer Support Plans & Business Hours
Variable Usage Costs (Calling, SMS, Phone Numbers, AI Tools)
Managing your Usage balance
AI Credits
Exporting data
Single Sign-On (SSO) with Google
Two-factor authentication (2FA)
GDPR and EU data privacy
Secondary organizations
Close IPs
System Requirements and Supported Browsers
Date and Time Formats
Windows Screen Issue
Reset your password
Clearing the Configuration File
Reinstalling the Close app
Restarting the Close app
Opening links in the Desktop App
Download the Beta Version of Desktop App
Spell check
Data security and privacy
Security Vulnerability Disclosure Policy
Tasks not syncing with Google Calendar
Email Deliverability
Connecting Microsoft 365 in managed tenants (Entra admin guide)
Email Sending Limits
Requirements for bulk email senders
Which IP addresses need access to my SMTP/IMAP server?
Office365 connected accounts
Script installation & setup
Call Quality
Diagnosing Calling Problems
Troubleshooting headset issues
Enabling Quality of Service (QoS)
Reporting call quality issues
Browser Notification Troubleshooting
Open Source Acknowledgments
Close Support Tools
Record bugs or errors
Console Error Logs
Network Logs

Product

Overview Communication Automation Integrations Reporting SMS Calling Security Forms

Pricing & Use Cases

Pricing Close vs Other CRMs Customer Stories

Resources

Sales Blog Sales Resources Webinars On-Demand Demo Sales Tools

Company

About Careers Partner with Close Brand Guidelines Terms Privacy GDPR CCPA

Get Help

+1-833-GO-CLOSE Help Center API Documentation Download the Close App Product Updates System Status