Close + TaskAGI
Automate your Close CRM sales workflow
Connect Close to TaskAGI and automate lead management, email tracking, and call logging. Save hours on repetitive sales tasks every week.
Automate your Close CRM sales workflow
Connect Close to TaskAGI and automate lead management, email tracking, and call logging. Save hours on repetitive sales tasks every week.
Actions you can perform with Close
Retrieve leads from Close CRM
Create a new lead in Close CRM
Update an existing lead in Close CRM
Retrieve contacts from Close CRM
Create a new contact in Close CRM
Retrieve opportunities from Close CRM
Create a new opportunity in Close CRM
Retrieve tasks from Close CRM
Create a new task in Close CRM
Send an email through Close CRM
Log a phone call in Close CRM
Search across all records in Close CRM
Real-world automations you can build today
New leads automatically flow into Close and trigger follow-up workflows.
Keep contact data in sync across Close and your other tools in real-time.
Record call outcomes and notes to Close without manual entry.
Send tracked emails from workflows and monitor opens and clicks in Close.
Get started in minutes
Add your Close API credentials to authenticate TaskAGI with your account.
Choose which Close actions you need—lead creation, contact sync, email sending, or call logging.
Create workflows that trigger on events and automatically manage your Close pipeline.
Turn on your workflow and watch tasks run automatically without any manual work.
Start building powerful AI agents that connect Close with 365+ other apps.
Get Started Free
