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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.

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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.

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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
FieldDescription
MappingsMap standard lead fields
Custom mappingsMap custom field values

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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
FieldDescription
Associated lead IDThe lead to attach contact to
Email addressContact’s email
Phone numberContact’s phone
MappingsMap standard contact fields
Custom mappingsMap custom field values

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Update leads

Update existing lead records. Configuration
FieldDescription
Matching Property NameField to match on
Matching ValueValue to match against
MappingsMap fields to update
Custom mappingsMap custom fields to update

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Update contacts

Update existing contact records. Configuration
FieldDescription
Matching Property NameField to match on
Matching ValueValue to match against
MappingsMap fields to update
Custom mappingsMap custom fields to update

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Upsert leads

Create new leads or update existing ones. Configuration
FieldDescription
Matching Property NameField to match on
Matching ValueValue to match against
MappingsMap lead fields
Custom mappingsMap custom field values

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Upsert contacts

Create new contacts or update existing ones. Configuration
FieldDescription
Matching Property NameField to match on
Matching ValueValue to match against
Associated lead IDLead to attach contact to
Email addressContact’s email
Phone numberContact’s phone
MappingsMap contact fields
Custom mappingsMap custom field values

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Search leads

Retrieve leads matching filter criteria. Configuration
FieldDescription
FilterDefine filter conditions
SortSort results
LimitMaximum records to return

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Search contacts

Retrieve contacts matching filter criteria. Configuration
FieldDescription
FilterDefine filter conditions
SortSort results
LimitMaximum records to return

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Delete leads

Delete leads matching specified criteria.

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Delete contacts

Delete contacts matching specified criteria.

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Close data models

Create data models from Close to trigger automated workflows.

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Available extractors

Pull lead records with incremental sync.
Pull contact records with incremental sync.
Pull opportunity records.
Pull task records.
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