> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcargo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 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**.

***

## Close actions

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

### 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.

***

## Close data models

Create data models from Close to trigger automated workflows.

### Available extractors

<AccordionGroup>
  <Accordion title="Fetch leads" icon="building">
    Pull lead records with incremental sync.
  </Accordion>

  <Accordion title="Fetch contacts" icon="user">
    Pull contact records with incremental sync.
  </Accordion>

  <Accordion title="Fetch opportunities" icon="handshake">
    Pull opportunity records.
  </Accordion>

  <Accordion title="Fetch tasks" icon="check">
    Pull task records.
  </Accordion>

  <Accordion title="Activity extractors" icon="chart-line">
    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
  </Accordion>
</AccordionGroup>