Connect Call Tools PCC and Close to power AI-driven automation

Creates a new Contact

Add a single tag to a existing contact.

Updates a contact and sets do not contact to true to prevent calls and messages.

Gets the calendar event type object by ID so you can check details like its name.

Retrieve a single contact using a Contact ID

Get only the most recent note for a specific contact ID. This will only return 1 note.

Get a single text value that summarizes all notes for a single contact ID. This string includes utc time stamps for each note

Gets a Tag object by ID

Gets a users custom settings which can be used to store api keys, external CRM IDs, or user specific values to be used in automations and Zaps.

Search for Contacts by phone number. Depending on your Call Tools account settings multiple contacts may have the same phone number. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Search for Contacts by multiple fields. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Triggers when a new Call is created or completed.

Triggers when a Custom Object is created or updated.

Triggers when a new Export is created or completed.

Triggers when a new lead is created.

Triggers when a new lead is added to a Smart View.

Triggers when a new membership is added to or removed from your Close organization.

Triggers when a new Note is created.

Triggers when a new opportunity is added.

Triggers when a new inbound SMS is created or an outbound SMS is sent.

Adds an address to a lead.

Delete logged call.

Deletes a single email address from an existing contact.

Merges one lead into another lead.

Creates a new bulk action. You can choose from "Update the Lead Status," "Update a Custom Field," and "Clear a Custom Field".

Creates a new bulk workflow subscription action.

Creates a new Contact.

Creates a new Custom Object.

Creates a new export of leads, opportunities, or contacts, based on a lead search query, that will be emailed to your email address.

Creates a New Lead

Find the total number of leads in a given Smart View.

Runs an opportunity report for your organization. This report will return the data that you see at the top of the "Opportunities" page in Close.

Runs a sent email report for your organization.

Creates a new Lead Smart View.

Runs a status change report for your organization.

Select a random user from your organization.

Turn on and off call forwarding for a specific number.

Updates an existing Call.

Updates an exisiting Custom Activity.

Updates an existing Lead.

Updates an existing Opportunity.

Updates an existing Lead Smart View.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find a Connected Account you can use to send emails.

Finds an existing Custom Activity.

Find an existing Group.

Find existing Meetings.

Find an existing Opportunity.

Find an existing task.

Find existing WhatsApp Messages.

Find or Create Custom Activity

Find or Create Lead

Find or Create Opportunity

Find or Create WhatsApp Message

Creates a new do not contact entry and optionally updates existing phone numbers and email addresses accordingly. Check Call Tools account settings "DNC Phone Number cascades to Contact" and "DNC Email Address cascades to Contact" if you want a do not call update on a phone number or email address to cause a DNC status on the whole contact.

Update a existing contact.

Updates a contact and sets it as ready to contact. This is a setting that live filters can filter by

Gets a single call disposition object by ID so you can get details such as name.

Gets a Contact Disposition object by ID to see details such as name.

Return all the notes for a specific contact ID.

Gets a phone number object by ID

Gets a user object by ID to view details such as name or email.

Search for Contacts by multiple fields. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Finds a phone number object by phone number and optionally contact id

Search for Contacts by phone number. Depending on your Call Tools account settings multiple contacts may have the same phone number. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Triggers when a new call or voicemail transcript is added to Close.

Triggers when a new Contact is added to a Contact Smart View.

Triggers when a Custom Activity is published (saved).

Triggers when a new incoming Email is created or an outgoing Email is sent.

Triggers when a new item is created in your Inbox, Done, or Future folder

Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.

Triggers when a Meeting is scheduled, started, completed, canceled, or declined.

Triggers when a new event is created.

Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.

Triggers when a contact is subscribed to a workflow, when a workflow subscription is paused, resumed, finished, has reached its goal, or has encountered an error.

Triggers when a new task is created or completed.

Triggers when a new inbound WhatsApp message is created or an outbound WhatsApp message is sent.

Creates a new WhatsApp message.

Delete an email on a lead.

Exports an activity overview or an activity comparison report to a CSV file.

Runs an activity overview report for your organization.

Creates a new bulk email.

Creates a new call.

Creates a new Custom Activity.

Creates a new email.

Adds a new user to your Close organization.

Creates a new note.

Runs an Opportunity Funnel report for your organization.

Creates a new opportunity.

Subscribes a contact to a Workflow.

Creates a new SMS.

Creates a new Task.