Integration & MCP for Close CRM
Integrate and automate your Close CRM workflows across 2,580 tools. Take full control—use your favorite LLM to orchestrate Close CRM and make your data and tools truly work for you, not the other way around.
CRM and Sales tools
Elevate Sales Efficiency with Close CRM Integration
Connecting Close CRM via Boost.space removes operational barriers by centralizing sales data and automating workflows, which empowers sales teams to manage leads, opportunities, and follow-ups more efficiently. This integration enhances collaboration and streamlines sales operations, leading to improved conversion rates. By consolidating data and processes, the business is better prepared for true AI-readiness, enabling informed decision-making and strategic advancements.
Supported MCP tools
Connect insights. Empower action. With MCP, Close CRM becomes the engine for truly collaborative work.
Can play scenarios
Can list scenarios
So you can execute these actions with Close CRM MCP:
Watch new call activity
Triggers when a new call activity is logged.
Watch new contact
Triggers when a new contact is created.
Watch new email activity
Triggers when a new email activity is created.
Watch new export
Triggers when a new export is created.
Watch new inbox item
Triggers when a new inbox item is created.
Watch new lead
Triggers when a new lead is created.
Watch new smart view
Triggers when a new smart view is created.
Watch lead status changed
Triggers when an existing lead's status has been changed.
Watch meeting status changed
Triggers when a meeting is created, started, completed or canceled.
Watch membership activated / deactivated
Triggers when a new membership is activated or deactivated.
Watch new note activity
Triggers when a new note activity is created.
Watch new opportunity
Triggers when a new opportunity is created.
Watch opportunity status changed
Triggers when an existing opportunity status has been changed.
Watch new sms activity
Triggers when a new SMS activity is created.
Watch new task
Triggers when a new task is created.
Watch email sequence created / updated
Triggers when an email sequence is created or updated.
Create an email sequence
Creates a new email sequence.
Log a call activity
Logs a completed call activity.
Create a contact
Creates a new contact.
Create an email activity
Creates a new email activity.
Create an export
Creates a new export.
Create a lead
Creates a new lead.
Create a note activity
Creates a new note activity.
Create an opportunity
Creates a new opportunity.
Create a smart view
Creates a new smart view.
Create an sms activity
Creates a new SMS activity.
Create a task
Creates a new task.
Export an activity report to csv
Exports an activity report to the CSV file.
Get an activity report
Gets an activity report for your organization.
Get a call activity
Gets a single call activity.
Get an email sequence
Gets an existing email sequence.
Get an opportunity status change report
Gets an opportunity status change report for your organization.
Get a random user
Gets a random user from your organization.
Get a sent emails report
Gets a report about sent emails grouped by template for your organization.
Get a lead status change report
Gets a lead status change report for your organization.
Get a user
Gets a user by ID.
Merge two leads
Merges one lead into another lead.
Delete a call activity
Deletes a call activity.
Delete an email activity
Deletes an email activity.
Subscribe a contact to email sequence
Subscribes a contact to an email sequence.
Update a contact
Updates a contact.
Update an email sequence
Updates an existing email sequence.
Update a phone number
Updates a phone number.
Update a lead
Updates a lead.
Update a note activity
Updates a note activity.
Update an opportunity
Updates an opportunity.
Update a smart view
Updates a smart view.
Update a task
Updates a task.
Create a custom activity
Creates a new custom activity.
Delete a contact
Deletes a contact.
Delete a lead
Deletes a lead.
Delete an opportunity
Deletes an opportunity.
Delete a note acivity
Deletes a note activity.
Delete an sms activity
Deletes an SMS activity.
Delete a smart view
Deletes a smart view.
Delete a task
Deletes a task.
Delete a custom activity
Deletes an existing custom activity.
Get a contact
Gets a single contact.
Get a lead
Gets a single lead.
Get an email activity
Gets a single email activity.
Get an export
Gets a single export.
Get an opportunity
Gets a single opportunity.
Get a note activity
Gets a single note activity.
Get an sms activity
Gets a single SMS activity.
Get a smart view
Gets a single smart view.
Get a task
Gets a single task.
Get a custom activity
Retrieves an existing custom activity.
Make an api call
Performs an arbitrary authorized API call.
Update a custom activity
Updates an existing custom activity.
List activities
Gets a list of activities.
List call activities
Gets a list of call activities.
List contacts
Gets a list of contacts.
List email activities
Gets a list of email activities.
List exports
Gets a list of exports.
Search opportunities
Searches for opportunities or lists them all.
List roles
Gets a list of roles.
Search tasks
Searches for tasks or lists them all.
List users
Gets a list of users.
List note activities
Gets a list of note activities.
List email sequences
Get a list of email sequences.
List smart views
Gets a list of smart views.
List sms activities
Gets a list of SMS activities.
Search leads
Searches for leads via advanced filters.
How to use MCP with Close CRM
Create scenario with on-demand trigger
Generate your MCP API Key
Insert MCP API Key in your favourite LLM in instructions
Integrating Close CRM with Boost.space MCP offers a streamlined approach to managing sales operations by centralizing valuable sales data, automating workflows, and harnessing AI-driven insights. This integration facilitates unique workflows by pulling together leads, opportunities, and follow-up actions into a cohesive system, reducing the need for manual data entry and minimizing errors. Automated actions such as sending reminders for follow-ups, updating lead statuses, and generating reports are executed seamlessly, allowing sales teams to focus more on strategy and engagement. The AI-powered impact is evident in its analytics, where predictive metrics and insights are delivered, enhancing decision-making and boosting conversion rates. With this integration, businesses can connect Close CRM with thousands of apps, ensuring a comprehensive view and control of their sales pipeline.
