Use Close with
Sokko.
Connect Close and tell Sokko what to do. It runs the actions you ask for and reacts to what happens. No workflows, no code.
Works with 1,000+ tools · No code required
Actions
Everything Sokko can do in Close
Every Close action Sokko can run. Ask for one in a sentence and it's done.
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, recording_url, and user_id.
Create Email
Create or log a Close email activity. Draft creates an unsent activity. Scheduled and outbox are send-capable modes that can deliver email externally; inbox, sent, and error log outcomes. Setting followup_date can also create a follow-up task if no reply is received.
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, add addresses, and set the lead status. Contacts and addresses can be nested in the lead creation request. The tool returns comprehensive lead information including the lead ID, direct URL to view in Close CRM, associated contacts with their IDs, addresses, status information, and creation/update timestamps. Note: Activities, tasks, and opportunities must be created separately after lead creation.
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 SMS-enabled phone number owned by your Close organization. Note: Actually sending SMS messages (status 'outbox' or 'scheduled') requires A2P 10DLC compliance.
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 Contact
Retrieve one Close contact by ID, optionally limiting returned fields.
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, creation and update dates, and any associated attachments.
Get Opportunity
Retrieve one Close opportunity by ID with optional field projection.
List Activities
Lists one page of Close email or call activities using documented filters.
List Custom Activity Types
This tool lists the custom activity types defined in a Close organization, returning each type's id and name. Use it to find the custom activity type id that filters a custom activity trigger, or before creating a custom activity instance of a given type.
List Custom Object Types
This tool lists the custom object types defined in a Close organization, returning each type's id and name. Use it to find the custom object type id that filters a custom activity trigger, or before creating a custom activity instance of a given type.
List Opportunities
List Close opportunities with aggregate values and offset pagination.
Who Am I
Return the identity (email, name) of the connected Close account.
Get connected
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Add Sokko to Slack
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Connect your tools
Sokko works with 1,000+ apps and any MCP server.
Martin
9:53 AM
@Sokko
What can you do with Close?
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Put Sokko to work
@mention Sokko in any channel and it gets going. Minutes, not a weekend.
Questions, answered.
Sokko is an AI assistant that lives in your Slack. Connect your apps, ask for what you need in plain language, and Sokko takes the work off your plate.
Sign up to Sokko, ask Sokko to connect to Close, and approve the connection when prompted. From then on you can ask Sokko to do things in Close whenever you need.
No. There's nothing to build or configure. You ask Sokko in Slack the same way you'd ask a colleague, and Sokko handles the rest.
Yes. Ask once and tell Sokko when to repeat it, like every Monday at 9am, and it becomes a routine that runs without you.
Read and act on data in Close, and trigger workflows when something changes there. Tell Sokko the outcome you want and it handles the rest.
Yes. Sokko connects to 1,000+ apps and any MCP server, so you can ask for tasks that span Close and the rest of your stack in a single request.