Close

This page outlines how to use the Close integration to manage your sales CRM in Cargo.

Close is a sales CRM built for high-velocity sales teams, featuring built-in calling, email, and automation. Cargo’s native integration with Close allows you to manage leads, contacts, and activities directly from your workflows.

How to set up Close

Close uses OAuth to establish the connection with Cargo. During connection, you’ll be redirected to Close to authorize Cargo.

Once the connector is created, you can:

• Set up Close data models — Create data models from your Close leads, contacts, and activities to trigger Plays.
• Use Close in workflows — Choose Close from the node catalog within a Play, Tool, or Agent.

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Close actions

Close actions support Leads and Contacts, with full support for custom fields on both object types.

Insert lead

Create a new lead in Close.

Use cases

• Lead capture – Create leads from inbound sources
• Data sync – Push leads from other systems
• Pipeline building – Add qualified prospects

Configuration

Field	Description
Mappings	Map standard lead fields
Custom mappings	Map custom field values

Insert contact

Create a new contact associated with a lead.

Use cases

• Contact creation – Add contacts to existing leads
• Multi-contact leads – Build out account contacts

Configuration

Field	Description
Associated lead ID	The lead to attach contact to
Email address	Contact’s email
Phone number	Contact’s phone
Mappings	Map standard contact fields
Custom mappings	Map custom field values

Update leads

Update existing lead records.

Configuration

Field	Description
Matching Property Name	Field to match on
Matching Value	Value to match against
Mappings	Map fields to update
Custom mappings	Map custom fields to update

Update contacts

Update existing contact records.

Configuration

Field	Description
Matching Property Name	Field to match on
Matching Value	Value to match against
Mappings	Map fields to update
Custom mappings	Map custom fields to update

Upsert leads

Create new leads or update existing ones.

Configuration

Field	Description
Matching Property Name	Field to match on
Matching Value	Value to match against
Mappings	Map lead fields
Custom mappings	Map custom field values

Upsert contacts

Create new contacts or update existing ones.

Configuration

Field	Description
Matching Property Name	Field to match on
Matching Value	Value to match against
Associated lead ID	Lead to attach contact to
Email address	Contact’s email
Phone number	Contact’s phone
Mappings	Map contact fields
Custom mappings	Map custom field values

Search leads

Retrieve leads matching filter criteria.

Configuration

Field	Description
Filter	Define filter conditions
Sort	Sort results
Limit	Maximum records to return

Search contacts

Retrieve contacts matching filter criteria.

Configuration

Field	Description
Filter	Define filter conditions
Sort	Sort results
Limit	Maximum records to return

Delete leads

Delete leads matching specified criteria.

Delete contacts

Delete contacts matching specified criteria.

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Close data models

Create data models from Close to trigger automated workflows.

Available extractors

Fetch leads

Pull lead records with incremental sync.

Fetch contacts

Pull contact records with incremental sync.

Fetch opportunities

Pull opportunity records.

Fetch tasks

Pull task records.

Activity extractors

Pull various activity types: - Lead created activities - Call activities - Email activities - Email thread activities - Meeting activities - Note activities - SMS activities - Task completed activities - Lead status change activities - Opportunity status change activities