Sales CRM for SMBs with built-in calling, email, and pipeline management designed for high-velocity sales teams. Header: Authorization: Basic {base64(api_key +
The Close skill integrates with the Close CRM API to manage sales pipelines for SMBs, enabling high-velocity sales teams to handle leads, contacts, opportunities, activities, and tasks all in one place. It supports built-in calling, email tracking, and pipeline management, allowing users to automate outreach workflows and monitor sales activities such as calls, emails, and meetings linked to specific leads. This skill provides real-time access to sales data, including lead status, opportunity values, and task assignments, facilitating accurate revenue forecasting and sales team performance tracking.
This skill is designed for sales operations managers, growth leads, and agency strategists who need to streamline and automate sales outreach and pipeline management for SMB clients. It suits performance marketers tasked with integrating sales data into broader marketing analytics and sales enablement specialists focused on optimizing team workflows and follow-up sequences. The skill is particularly useful for teams relying on multi-channel engagement—calls, emails, and task reminders—to maintain consistent contact with prospects and accelerate deal closure.
Practitioners typically begin by syncing lead and contact data, using search queries to identify prospects and importing detailed contact information including emails and phone numbers. Next, they create or update opportunities with accurate deal values and status types to track sales progress and forecast revenue. Task creation and management follow, enabling the assignment of follow-up actions with due dates linked directly to leads. Finally, users monitor sales activities such as calls and emails logged against each lead to maintain visibility into engagement and adjust outreach strategies based on performance metrics.
How do I authenticate API requests? Use Basic Auth with your API key encoded in base64 and included in the Authorization header. Can I filter sales activities by type and date? Yes, you can query activities by type (Email, Call, Meeting) and date ranges to analyze specific outreach efforts. What rate limits should I expect? Standard plans allow about 100 requests per minute, with headers indicating remaining quota and retry timing on limit hits.
Attach the Close skill to a Metaflow agent task to automate interactions with your sales CRM, such as fetching leads, creating contacts, or logging sales activities. The skill handles authentication via API key and supports precise queries for pipeline and task management, enabling seamless integration into your sales operations workflows. Once connected, you can expect structured data on leads, opportunities, and tasks to flow into your Metaflow environment, ready for advanced automation and reporting workflows.
For broader context, see our roundup of claude marketing skills, and read best Claude skills for marketing agencies for related setup guidance.