Connect Close and Gmail

Both apps 93Close 50Gmail 43

• Trigger
  New Contact in Contact Smart View

  Triggers when a new contact appears in the selected contact Smart View.

• Trigger
  New Lead in Smart View

  Triggers when a new lead appears in the selected Close lead Smart View, newest leads first.

• Trigger
  New Note

  Triggers when a new note is added to a lead in Close.

• Action
  Add Address to Lead

  Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead.

• Action
  Add User

  Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership.

• Action
  Create Bulk Action

  Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status.

• Action
  Create Bulk Email

  Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status.

• Action
  Create Bulk Workflow Subscription Action

  Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status.

• Action
  Create Contact

  Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields.

• Action
  Create Custom Activity

  Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity.

• Action
  Create Export

  Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done.

• Action
  Create Lead

  Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values.

• Action
  Create Lead Smart View

  Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View.

• Action
  Create Note

  Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments.

• Action
  Create Opportunity

  Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields.

• Action
  Create SMS

  Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers.

• Action
  Create Task

  Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date.

• Action
  Create WhatsApp Message

  Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments.

• Action
  Delete Email

  Deletes an email activity from Close.

• Action
  Delete Email Address From Contact

  Removes one email address from a Close contact, keeping the contact's other email addresses.

• Action
  Delete Logged Call

  Deletes a logged Call activity from Close.

• Action
  Export Activity Report to CSV

  Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text.

• Action
  Find Call

  Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify.

• Action
  Find Connected Account

  Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts.

• Action
  Find Custom Activity

  Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify.

• Action
  Find Custom Objects

  Returns the custom object records attached to a lead, optionally limited to one custom object type.

• Action
  Find Group

  Returns the Close groups whose name matches the name you supply, along with the first match.

• Action
  Find Lead

  Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text.

• Action
  Find Meetings

  Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply.

• Action
  Find Note

  Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify.

• Action
  Find Number of Leads in Smart View

  Returns the number of leads that currently match a lead Smart View in Close.

• Action
  Find Opportunities

  Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges.

• Action
  Find Task

  Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date.

• Action
  Find WhatsApp Messages

  Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify.

• Action
  Find Workflow Subscription

  Returns the workflow (sequence) subscriptions for a workflow, contact or lead.

• Action
  Merge Two Leads

  Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed.

• Action
  Resubscribe Email

  Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again.

• Action
  Run Activity Overview Report

  Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range.

• Action
  Run Opportunity Funnel Report

  Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user.

• Action
  Run Sent Email Report

  Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user.

• Action
  Run Status Change Report

  Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses.

• Action
  Select Random User

  Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment.

• Action
  Unsubscribe Email

  Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere.

• Action
  Update Call

  Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values.

• Action
  Update Custom Activity

  Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values.

• Action
  Update Lead

  Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values.

• Action
  Update Lead Smart View

  Renames a lead Smart View in Close or replaces the filter that decides which leads it lists.

• Action
  Update Note

  Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed.

• Action
  Update Opportunity

  Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields.

• Trigger
  Email Sent

  Fires when an email is sent from the mailbox (optionally filtered by query).

• Trigger
  New Gmail Message

  Fires when a new email arrives (optionally filtered by query/labels).

• Action
  Add Label To Email

  Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).

• Action
  Batch Delete Messages

  Tool to permanently delete multiple Gmail messages in bulk, bypassing Trash with no recovery possible. Use when you need to efficiently remove large numbers of emails (e.g., retention enforcement, mailbox hygiene). Use GMAIL_MOVE_TO_TRASH instead when reversibility may be needed. Always obtain explicit user confirmation and verify a sample of message IDs before executing. High-volume calls may trigger 429 rateLimitExceeded or 403 userRateLimitExceeded errors; apply exponential backoff.

• Action
  Batch Modify Messages

  Modify labels on multiple Gmail messages in one efficient API call. Supports up to 1,000 messages per request for bulk operations like archiving, marking as read/unread, or applying custom labels. High-volume calls may return 429 rateLimitExceeded or 403 userRateLimitExceeded; apply exponential backoff.

• Action
  Create Email Draft

  Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.

• Action
  Create Label

  Creates a new label with a unique name in the specified user's gmail account.

• Action
  Delete Draft

  Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.

• Action
  Delete Label

  Permanently DELETES a user-created Gmail label from the account (not from a message). WARNING: This action DELETES the label definition itself, removing it from all messages. System labels (INBOX, SENT, UNREAD, etc.) cannot be deleted. To add/remove labels from specific messages, use GMAIL_ADD_LABEL_TO_EMAIL action instead.

• Action
  Delete Message

  Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.

• Action
  Delete Thread

  Tool to immediately and permanently delete a specified thread and all its messages. This operation cannot be undone. Use threads.trash instead for reversible deletion.

• Action
  Fetch Emails

  Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

• Action
  Fetch Message By Message Id

  Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.

• Action
  Fetch Message By Thread Id

  Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.

• Action
  Forward Message

  Forward an existing Gmail message to specified recipients, preserving original body and attachments. Verify recipients and content before forwarding to avoid unintended exposure. Bulk forwarding may trigger 429/5xx rate limits; keep concurrency to 5–10 and apply backoff. Messages near Gmail's size limits may fail; reconstruct a smaller draft if needed.

• Action
  Get Attachment

  Retrieves a specific attachment by id from a message in a user's gmail mailbox, requiring valid message and attachment ids.

• Action
  Get Contacts

  Fetches contacts (connections) for the authenticated google account, allowing selection of specific data fields and pagination.

• Action
  Get Draft

  Retrieves a single Gmail draft by its ID. Use this to fetch and inspect draft content before sending via GMAIL_SEND_DRAFT. The format parameter controls the level of detail returned.

• Action
  Get Filter

  Tool to retrieve a specific Gmail filter by its ID. Use when you need to inspect the criteria and actions of an existing filter.

• Action
  Get Label

  Gets details for a specified Gmail label. Use this to retrieve label information including name, type, visibility settings, message/thread counts, and color.

• Action
  Get People

  Retrieves either a specific person's details (using `resource name`) or lists 'other contacts' (if `other contacts` is true), with `person fields` specifying the data to return.

• Action
  Get Profile

  Retrieves key gmail profile information (email address, message/thread totals, history id) for a user.

• Action
  Import Message

  Tool to import a message into the user's mailbox with standard email delivery scanning and classification. Use when you need to add an existing email to a Gmail account without sending it through SMTP. This method doesn't perform SPF checks, so it might not work for some spam messages.

• Action
  Insert Message

  Tool to insert a message into the user's mailbox similar to IMAP APPEND. Use when you need to add an email directly to a mailbox bypassing most scanning and classification. This does not send a message.

• Action
  List Drafts

  Retrieves a paginated list of email drafts from a user's gmail account. use verbose=true to get full draft details including subject, body, sender, and timestamp.

• Action
  List History

  Tool to list Gmail mailbox change history since a known startHistoryId. Use for incremental mailbox syncs. Persist the latest historyId as a checkpoint across sessions; without it, incremental sync is unreliable. An empty history list in the response is valid and means no new changes occurred.

• Action
  List Labels

  Retrieves a list of all system and user-created labels for the specified gmail account.

• Action
  List Smime Info

  Lists S/MIME configs for the specified send-as alias. Use when you need to retrieve all S/MIME certificate configurations associated with a specific send-as email address.

• Action
  List Threads

  Retrieves a list of email threads from a gmail account, identified by `user id` (email address or 'me'), supporting filtering and pagination.

• Action
  Modify Thread Labels

  Adds or removes specified existing label ids from a gmail thread, affecting all its messages; ensure the thread id is valid.

• Action
  Move Thread To Trash

  Moves the specified thread to the trash. Any messages that belong to the thread are also moved to the trash.

• Action
  Move To Trash

  Moves an existing, non-deleted email message to the trash for the specified user.

• Action
  Patch Label

  Patches the specified label.

• Action
  Remove Label

  Permanently deletes a specific, existing user-created gmail label by its id for a user; cannot delete system labels.

• Action
  Reply To Thread

  Sends a reply within a specific gmail thread using the original thread's subject, requiring a valid `thread id` and correctly formatted email addresses. supports attachments via the `attachment` parameter with valid `s3key`, `mimetype`, and `name`.

• Action
  Search People

  Searches contacts by matching the query against names, nicknames, emails, phone numbers, and organizations, optionally including 'other contacts'.

• Action
  Send Draft

  Sends the specified, existing draft to the recipients in the to, cc, and bcc headers.

• Action
  Send Email

  Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.

• Action
  Settings Send As Get

  Tool to retrieve a specific send-as alias configuration for a Gmail user. Use when you need to get details about a send-as email address including display name, signature, SMTP settings, and verification status. Fails with HTTP 404 if the specified address is not a member of the send-as collection.

• Action
  Untrash Message

  Tool to remove a message from trash in Gmail. Use when you need to restore a previously trashed email message.

• Action
  Untrash Thread

  Tool to remove a thread from trash in Gmail. Use when you need to restore a deleted thread and its messages.

• Action
  Update Draft

  Updates (replaces) an existing Gmail draft's content in-place by draft ID. This action replaces the entire draft content with the new message - it does not patch individual fields. All fields are optional; if not provided, you should provide complete draft content to avoid data loss.

• Action
  Update Label

  Tool to update the properties of an existing Gmail label. Use when you need to modify label name, visibility settings, or color.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.