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CRM & Support

Close

Available now Works in Simulated mode — no API key needed

List leads, Get lead, List opportunities. Read-only API access.

Command it in chat

Ask the Orbit Assistant about your Close data in plain English — it plans the API calls and answers clearly, not with raw JSON.

Automate it with skills

Put Close inside autonomous skills and playbooks that run on schedules, webhooks, or events — and chain it with your other tools.

Governed by default

Set action policies and member access, require approvals where needed, and review recorded activity. Supported autonomy modes depend on your plan.

3 built-in actions

Explore fictional results in workspace Simulated mode before connecting credentials. Real actions follow workspace approval policies; validate the actions you need with your own account.

List leads

list_leads

Read

Get lead

get_lead

Read

List opportunities

list_opportunities

Read

Explore before you connect

Explore Close in a workspace with fictional sample data before adding credentials. Workspace simulations may use AI Power; signup may require a beta invite.

Explore in a workspace