What to Ask Leina to Do with Close
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Combine a selected lead and its contact records.
Read Close lead [lead ID] and list its contacts. Summarize the returned lead details and contact information.
Record supplied follow-up text under the selected lead.
Create a Close task for lead [lead ID] with text “[follow-up task]”. Report the returned task record.
Read an identified opportunity’s sales fields.
Read Close opportunity [opportunity ID]. Summarize its returned status, value, and related lead fields.
Get Started with Close
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Connect Your Account
Connect a Close API key.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Close Capabilities
This connection reads and manages Close leads, contacts, tasks, and opportunities.
- Leads and Contacts
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Read and manage lead and contact records.
- List Leads
- Get Lead
- Tasks and Opportunities
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Inspect sales opportunities and record requested follow-up tasks.
- List Tasks
- Get Task
View All 16 Actions
- List Leads
- Get Lead
- Create Lead
- Update Lead
- List Contacts
- Get Contact
- Create Contact
- Update Contact
- List Tasks
- Get Task
- Create Task
- Update Task
- List Opportunities
- Get Opportunity
- Create Opportunity
- Update Opportunity
Frequently Asked Questions
Can I attach a contact to a lead?
Yes. Contact creation requires the lead ID and contact name and supports additional contact fields.
Does creating a task send an email or call?
No. It records a lead-scoped task. Email and calling operations are not included in this connection.
Can I update an existing opportunity?
Yes. Provide its opportunity ID and the specific writable fields you want to change.
Your AI employee for Close
Tell Leina what you need in your team chat. Include the source, destination, and expected result.