What actions can I run in Close CRM?

70 actions are available, including "Get Activity Report", "Get Call", and "Get Current User", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Close CRM Integrations

Sales CRM built for closing deals with calling and email built in. When Close CRM records change, notify teams, update sheets, or kick off follow-ups.

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Watch ActivitiesWatches for activities.
Watch CallsWatches for calls.
Watch Custom ActivitiesWatches for custom activities.
Watch EmailsWatches for emails.
Watch Form SubmissionsWatches for form submissions.
Watch MeetingsWatches for meetings.
Watch NotesWatches for notes.
Watch SMSWatches for SMS.
Watch Whatsapp MessagesWatches for whatsApp Messages.
Get Activity ReportRetrieves activity report.
Get CallReturns a single call.
Get Current UserRetrieves current user.
Get Custom ActivityRetrieves custom activity.
Get Custom ReportRetrieves custom report.
Get EmailReturns a single email.
Get Email ThreadRetrieves email thread.
Get Form SubmissionRetrieves form submission.
Get GroupReturns a single group.
Get Lead Status ReportRetrieves lead status report.
Get MeetingReturns a single meeting.
Get Membership Pinned ViewsRetrieves membership pinned views.
Get NoteReturns a single note.
Get Opportunity Funnel StagesRetrieves opportunity funnel stages.
Get Opportunity Funnel TotalsRetrieves opportunity funnel totals.
Get Opportunity Status ReportRetrieves opportunity status report.
Get OrganizationReturns a single organization.
Get Sent Emails ReportRetrieves sent emails report.
Get SMSReturns a single SMS.
Get UserReturns a single user.
Get Whatsapp MessageRetrieves whatsApp Message.
List ActivitiesRetrieves a list of activities.
List Activity MetricsLists activity metrics.
List CallsRetrieves a list of calls.
List Custom ActivitiesLists custom activities.
List EmailsRetrieves a list of emails.
List Email ThreadsLists email threads.
List Form SubmissionsLists form submissions.
List GroupsRetrieves a list of groups.
List MeetingsRetrieves a list of meetings.
List NotesRetrieves a list of notes.
List SMSRetrieves a list of SMS.
List User AvailabilitiesLists user availabilities.
List UsersRetrieves a list of users.
List Whatsapp MessagesLists whatsApp Messages.
Add Group MemberAdds group member.
Bulk Update MembershipsPerforms bulk update memberships.
Create CallCreates a new call.
Create Custom ActivityCreates custom activity.
Create EmailCreates a new email.
Create GroupCreates a new group.
Create Meeting IntegrationCreates meeting integration.
Create MembershipCreates a new membership.
Create NoteCreates a new note.
Create SMSCreates a new SMS.
Create Whatsapp MessageCreates whatsApp Message.
Delete CallDeletes an existing call.
Delete Custom ActivityDeletes custom activity.
Delete EmailDeletes an existing email.
Delete Email ThreadDeletes email thread.
Delete Form SubmissionDeletes form submission.
Delete GroupDeletes an existing group.
Delete MeetingDeletes an existing meeting.
Delete MembershipDeletes an existing membership.
Delete NoteDeletes an existing note.
Delete SMSDeletes an existing SMS.
Delete Whatsapp MessageDeletes whatsApp Message.
Make an Api CallMakes API call.
Remove Group MemberRemoves group member.
Update CallUpdates an existing call.
Update Custom ActivityUpdates custom activity.
Update EmailUpdates an existing email.
Update GroupUpdates an existing group.
Update MeetingUpdates an existing meeting.
Update MembershipUpdates an existing membership.
Update Membership Pinned ViewsUpdates membership pinned views.
Update NoteUpdates an existing note.
Update OrganizationUpdates an existing organization.
Update SMSUpdates an existing SMS.
Update Whatsapp MessageUpdates whatsApp Message.

When to use Close CRM

Common scenarios where Close CRM automation saves time and reduces manual work.

Use Close CRM's "Watch Activities" trigger to react the instant an event occurs and push data into connected tools.
Automate "Get Call" in Close CRM as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Watch Custom Activities" from Close CRM with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Close CRM to WEXTL®

Field	Type	Help
API KeyRequired	password	Your Close API key (found under Settings > Developer > API Keys). Sent via HTTP Basic authentication.

Use in workflow automation

Start from Close CRM’s Watch Emails trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get Email Thread as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 79 ready-made steps for CRM work, and every run records what went in and what came back.

Close CRM workflow on the canvas: Watch Emails then Get Email Thread

Frequently asked questions

Common questions about automating Close CRM in your workflows.

Close CRM has 9 triggers, including "Watch Activities", "Watch Calls", and "Watch Custom Activities", and more. Use them to start workflows the moment Close CRM events fire — no polling required.

Field

Type

Help

API KeyRequired

password

Your Close API key (found under Settings > Developer > API Keys). Sent via HTTP Basic authentication.

Use in workflow automation

Start from Close CRM’s Watch Emails trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get Email Thread as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 79 ready-made steps for CRM work, and every run records what went in and what came back.

Close CRM Integrations

When to use Close CRM

How to connect

Use in workflow automation

Frequently asked questions

Close CRM Integrations

When to use Close CRM

How to connect

Connect Close CRM to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Close CRM to any app in workflows

Connect Close CRM to any app in workflows

Connect Close CRM to any app in workflows

Close CRM Integrations

Close CRM triggers and actions

When to use Close CRM

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Close CRM support?

What actions can I run in Close CRM?

Do I need to write code to automate this?

Is the integration secure?

Close CRM Integrations

Close CRM triggers and actions

When to use Close CRM

How to connect

Connect Close CRM to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Close CRM support?

What actions can I run in Close CRM?

Do I need to write code to automate this?

Is the integration secure?

Connect Close CRM to any app in workflows

Connect Close CRM to any app in workflows

Connect Close CRM to any app in workflows