Close

CRM

Neotask runs your entire Close CRM through OpenClaw — 48 actions covering leads, contacts, opportunities, and communications, all through conversation.

What You Can Do

Close CRM has 48 actions available through Neotask and OpenClaw — the most complete CRM automation in the platform.

| Category | Key Actions | Sales Automation Use Case |

|----------|-------------|---------------------------|

| Search & Query | search, lead_search, activity_search, opportunity_search, aggregation | Pipeline reports and lead discovery through conversation |

| Leads | fetch, create, update, delete leads | Capture and qualify leads from any channel automatically |

| Contacts | fetch, create, update, delete contacts | Keep contact records accurate without manual entry |

| Opportunities | fetch, create, update, delete opportunities; list pipelines | Manage deal flow and stage progression automatically |

| Tasks | create, update tasks | Auto-create follow-up tasks when leads go cold |

| Communications | create_call, create_sms, create_email/sms templates | Log calls and send sequences without touching Close |

| Templates | fetch, create, update, delete email/SMS templates | Maintain your outreach library through conversation |

| Statuses | create, update, delete lead/opportunity statuses | Keep pipeline stages clean and consistent |

| Smart Views | fetch, update smart views | Surface the right leads at the right time automatically |

| Workflows | create workflows | Build automation rules through conversation |

Every action runs autonomously or requires your approval — you decide.

Try Asking

  • "Show me all opportunities in the Proposal stage that haven't had activity in over 5 days"
  • "Create a lead for Acme Corp with contact Sarah Chen, VP of Engineering — she expressed interest in our API product"
  • "What was our total pipeline value added last week broken down by rep?"
  • "Create a follow-up task for every lead that opened our last email but didn't reply"
  • "Update all opportunities in the 'Contract Sent' stage that are 30+ days old to 'At Risk' status"
  • "Generate a report: how many calls did each rep make this month?"
  • "Create an email template called 'Q2 Check-in' with subject line and body for inactive leads"
  • "Search for all leads that contain the word 'enterprise' and have no opportunity attached"

    • Pro Tips

  • Schedule a daily 8am automation that surfaces your highest-priority leads from Close and posts them to your Slack channel — no CRM login required.
  • Enable approval gates specifically on delete operations — deleting leads and opportunities in Close is irreversible.
  • Connect Close CRM with your email and calendar in an app group so meetings booked outside Close are automatically logged as activities.
  • Multi-agent teams excel at inbound lead processing: one agent searches for similar existing leads, another enriches the contact record, and a third assigns a follow-up task.
  • Use the aggregation action for pipeline analytics: "What's our average deal size by industry?" returns real data from Close without building custom reports.

    • Works Well With