Close

Last updated: September 3, 2025

The CloseCRM integration lets Zams create and update sales records, search your database, automate outreach sequences, and log activities—all through natural language. Use it to speed up lead intake, keep contact data current, manage deals, and run quick reports without leaving Zams.

Connection Method

  • Authentication Type: OAuth 2.0

  • Requirements:

    • An active Close account with API access

    • Permissions to read/write the objects you plan to use (Leads, Contacts, Opportunities, etc.)

  • Connect in Zams

    1. Open Integrations → Close.

    2. Click Connect and complete the OAuth sign-in.

    3. Approve requested scopes. Once connected, actions appear in your agents.

Note

Your CRM role and permission sets control which objects/fields Zams can access.

Available Functionalites

Leads

Funcionality

Description

Create Lead

Add a new lead (company or person) with optional contacts, status, URLs, description, and addresses.

Get /Update Lead

Retrieve or change selected fields on an existing lead.

Search Leads

Quick free-text search (e.g., name:Acme status:"Good Fit").

Advanced Lead Filtering

Field-based filters with AND/OR logic, related-object conditions, counts, sorting, and pagination.

Contacts

Funcionality

Description

Create Contact (on a Lead)

Add a contact (name, title, emails, phones, URLs) under a lead.

Get / Update Contact

Retrieve or edit a contact’s details.

Opportunities (Deals)

Funcionality

Description

Create Opportunity

Create a deal for a lead (value, stage/status, pipeline, close date, confidence).

Search / Filter Opportunities

Find deals by lead, pipeline, status, owner, dates, or query string.

Sales Settings Lookup

Get pipelines and opportunity statuses for guidance in creation/updates.

Activities, Notes, and Email

Funcionality

Description

Log Note

Create a note activity on a lead.

Send / Draft Email

Create email activities (draft or send), with recipients, CC/BCC, and optional templates.

Search Activities

Find activities (notes, emails, calls, meetings) by lead, user, type, and time range.

Top Leads by Meetings

Quick report of leads with the most meeting activities (date and user filters supported).

Sequences (Outreach Automation)

Funcionality

Description

Manage Sequences

List, create, get, and update sequences (steps for email/call follow-ups, timing windows, templates).

Manage Subscriptions

Subscribe a contact to a sequence, list subscriptions, and update status (active/paused/finished).

Email Templates & Threading

Use email templates and select threading behavior (continue thread or start new).

Example of Use

  • Create and qualify a lead

“@Close Create a lead for Acme Energy with a contact Taylor Brooks, title Procurement Manager, email taylor@acmeenergy.com. Set lead status to Qualified.”

  • Update a deal

“@Close Move the Q3 Renewal – Globex opportunity to Negotiation and set the expected close date to Sep 28.”

  • Log a note and send a follow-up

“@Close Add a note to Initech—‘Great demo, wants pricing by Friday’—and send a follow-up email to sam@initech.com using the ‘Pricing Intro’ template.”

  • Run a quick report

“@Close Show my top 5 leads by number of meetings in the last 30 days.”

  • Enroll a contact in a sequence

“@Close Subscribe maria@contoso.com to the Post-Demo Nurture sequence from my sender account.”

Tip

When creating Opportunities, include value, status/stage, and pipeline (or ask Zams to list pipelines/statuses first) to avoid back-and-forth.