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close-crm skill

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This skill helps you manage leads, contacts, opportunities, tasks, and activities in Close CRM, boosting sales efficiency with built-in calls and email.

npx playbooks add skill openclaw/skills --skill close-crm

Review the files below or copy the command above to add this skill to your agents.

Files (3)

SKILL.md

1.5 KB

---
name: close-crm
description: "Close CRM — manage leads, contacts, opportunities, tasks, and activities. Sales CRM with built-in calling and email."
homepage: https://www.agxntsix.ai
license: MIT
compatibility: Python 3.10+ (stdlib only — no dependencies)
metadata: {"openclaw": {"emoji": "📞", "requires": {"env": ["CLOSE_API_KEY"]}, "primaryEnv": "CLOSE_API_KEY", "homepage": "https://www.agxntsix.ai"}}
---

# 📞 Close CRM

Sales CRM with built-in calling and email — leads, contacts, opportunities, tasks.

## Features

- **Leads** — list, create, get details
- **Contacts** — manage contact info
- **Opportunities** — track deals and values
- **Tasks** — create and manage tasks
- **Activities** — view activity feed

## Requirements

| Variable | Required | Description |
|----------|----------|-------------|
| `CLOSE_API_KEY` | ✅ | API key/token for Close CRM |

## Quick Start

```bash
python3 {baseDir}/scripts/close-crm.py leads --limit 10
python3 {baseDir}/scripts/close-crm.py lead-create "Acme Corp" --contact-name John --contact-email [email protected]
python3 {baseDir}/scripts/close-crm.py opportunities
python3 {baseDir}/scripts/close-crm.py me
```

## Credits
Built by [M. Abidi](https://www.linkedin.com/in/mohammad-ali-abidi) | [agxntsix.ai](https://www.agxntsix.ai)
[YouTube](https://youtube.com/@aiwithabidi) | [GitHub](https://github.com/aiwithabidi)
Part of the **AgxntSix Skill Suite** for OpenClaw agents.

📅 **Need help setting up OpenClaw for your business?** [Book a free consultation](https://cal.com/agxntsix/abidi-openclaw)

Overview

This skill integrates with Close CRM to manage leads, contacts, opportunities, tasks, and activity streams from the command line or within automation flows. I built it to give sales teams fast access to common CRM operations—list, create, and fetch records—while supporting built-in calling and email features. It requires a Close API key to authenticate and operate.

How this skill works

The skill uses the Close CRM API to list and retrieve leads, contacts, opportunities, tasks, and activities. Commands let you create leads and contacts, query opportunities, and inspect the current user context. Authentication is handled via the CLOSE_API_KEY environment variable; the skill issues HTTP requests, parses responses, and returns structured results suitable for scripts or agent workflows.

When to use it

Quickly list or search leads from scripts or chat agents
Create a new lead and contact from inbound inquiries or webhooks
Pull opportunity lists and values for pipeline reviews
Create and assign tasks to follow up on deals
Fetch activity feeds to audit recent sales actions

Best practices

Set CLOSE_API_KEY as a secure environment variable, not inline in scripts
Limit API calls in loops; use pagination parameters like --limit to avoid rate limits
Validate contact emails and phone formats before creating records
Use descriptive task titles and due dates to ensure follow-up gets assigned
Log API responses for troubleshooting and monitor rate-limit headers

Example use cases

Run a scheduled script to export the top 50 leads for weekly sales outreach
Create a lead and associated contact from a chat conversation using a single command
Pull opportunities for a specific sales rep before a pipeline review meeting
Generate follow-up tasks automatically after a demo and assign them to an owner
Fetch a user’s recent activities to compile a status report for management

FAQ

What credential is required to use this skill?

You must provide a valid Close API key through the CLOSE_API_KEY environment variable to authenticate requests.

Can I create both a lead and its contact in one command?

Yes. The skill supports creating a lead and an associated contact together by supplying contact-name and contact-email parameters.