Integration

Close
automation.

23 automated actions available through Cerebral OS. Connect Close to any workflow, Cerebral, or Map — with full governance, audit trail, and dry-run safety on every execution.

23 actions · comms · governed execution

Execution trace
live
23
actions
100%
governed
<200ms
latency
23
Automated actions
10
Read operations
13
Write operations
2,800+
Compatible Maps
Actions

What you can do
with Close.

Every action below is available as a verb in Cerebral OS — callable from a Cerebral, a Map, or the Runtime API. All executions are governed, audited, and dry-run safe.

Create Contact
close:create_contact
Create a new contact within a lead.
Write Medium risk
Create Lead
close:create_lead
Create a new lead (company/organization) in Close.
Write Medium risk
Create Note
close:create_note
Create a note activity for a lead.
Write Medium risk
Create Opportunity
close:create_opportunity
Create a new opportunity (deal) for a lead.
Write Medium risk
Create Task
close:create_task
Create a task activity for a lead.
Write Medium risk
Delete Contact
close:delete_contact
Permanently delete a contact. This action cannot be undone.
Write High risk
Delete Lead
close:delete_lead
Permanently delete a lead and all associated data (contacts, opportunities, activities).
Write High risk
Delete Opportunity
close:delete_opportunity
Permanently delete an opportunity. This action cannot be undone.
Write High risk
Get Contact
close:get_contact
Fetch a single contact with all details including emails, phones, and custom fields.
Read Low risk
Get Lead
close:get_lead
Fetch a single lead (company/organization) with contacts and custom fields.
Read Low risk
Get Opportunity
close:get_opportunity
Fetch a single opportunity (deal) with all details.
Read Low risk
List Activities
close:list_activities
List activities with filtering options.
Read Low risk
List Contacts
close:list_contacts
Search and list contacts with filtering options.
Read Low risk
List Leads
close:list_leads
Search and list leads with filtering options.
Read Low risk
List Lead Statuses
close:list_lead_statuses
List all available lead statuses in the organization.
Read Low risk
List Opportunities
close:list_opportunities
Search and list opportunities with filtering options.
Read Low risk
List Opportunity Statuses
close:list_opportunity_statuses
List all available opportunity statuses in the organization.
Read Low risk
List Users
close:list_users
List all users in the Close organization.
Read Low risk
Log Call
close:log_call
Log a call activity for a lead.
Write Medium risk
Send Email
close:send_email
Send an email to a contact and log it as an activity in Close.
Write Medium risk
Update Contact
close:update_contact
Update an existing contact's information.
Write Medium risk
Update Lead
close:update_lead
Update an existing lead's information.
Write Medium risk
Update Opportunity
close:update_opportunity
Update an existing opportunity's information.
Write Medium risk
How it works

Every Close action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Close — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first
Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.
Dry-run safe
Simulate any Close action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Close action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Close integration

23 actions.
Governed by default.

Connect Close to any workflow in minutes. Dry-run every action before it touches production. Full audit trail on everything.

Connect Close free Browse all integrations →