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App · CRM Systems · 20 actions

Create and update Close leads, contacts, opportunities and tasks, search your pipeline, and log notes onto a lead's timeline.

Actions

ActionWhat it does
Create contactAdd a person to a lead, with their contact details.
Create leadCreate a lead - a company or person you are selling to - and optionally its first contact and address in the same step.
Create noteLog a note on a lead's timeline - what was said on a call, what a workflow decided, anything the next person should read.
Create opportunityOpen a deal on a lead.
Create taskAdd a to-do to a lead and optionally assign it to someone.
Delete contactRemove a contact from its lead.
Delete leadDelete a lead and everything on it - its contacts, opportunities, tasks and activity history.
Delete opportunityDelete a deal.
Delete taskDelete a task.
Get contactRead one contact by id, with every email address, phone number and URL on it.
Get leadRead one lead by id, with its contacts, opportunities and addresses.
Get opportunityRead one deal by id, with its value, status and note.
List contactsList contacts, either across the organization or just the ones on a lead.
List leadsList the leads in your Close organization, or search them by text.
List opportunitiesList deals, filtered by lead, status, owner or free text.
List tasksList the tasks people and workflows created, optionally only one lead's or one person's. The rows Close generates itself, such as missed calls, are left out - they cannot be edited or deleted.
Update contactChange a contact's details.
Update leadChange a lead's name, description, website or status.
Update opportunityChange a deal's value, status, owner or note.
Update taskChange a task, reassign it, or mark it done by turning Completed on.

Create contact

Add a person to a lead, with their contact details.

Inputs

Leadlead_idtextRequired
The lead's id, like lead_abc123. Use List leads to find one, or paste the lead's Close URL and Lodol will read the id out of it.
Full namenametext
The person's name.
Job titletitletext
Their role, such as VP of Sales.
Email addressesemailstext
One per line, or separated by commas.
Email labelemail_typetext
How to label the email addresses above. Defaults to Office.One of: office, home, other.
Phone numbersphonestext
One per line, or separated by commas. Close stores these best in international form, like +19045551234.
Phone labelphone_typetext
How to label the phone numbers above. Defaults to Office.One of: office, mobile, home, direct, fax, other.
Linksurlstext
Profile or website links, one per line. Their LinkedIn profile, for example.

Outputs

contactobject
contact_idtext
lead_idtext
nametext
statustext
Status of the action execution ("success" on success).
urltext
Example output
{
  "contact": {
    "display_name": "John Smith",
    "emails": [
      {
        "email": "john@example.com",
        "type": "office"
      }
    ],
    "id": "cont_sNIdBgQpYWjqZCzTHmZBLtLLQZLoNbZQXVGdLxKRvBt",
    "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
    "name": "John Smith",
    "phones": [
      {
        "phone": "+19045551234",
        "type": "mobile"
      }
    ],
    "title": "President"
  },
  "contact_id": "cont_sNIdBgQpYWjqZCzTHmZBLtLLQZLoNbZQXVGdLxKRvBt",
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "name": "John Smith",
  "status": "success",
  "url": "https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/"
}

Create lead

Create a lead - a company or person you are selling to - and optionally its first contact and address in the same step.

Inputs

Company namenametextRequired
The company or person this lead represents.
Descriptiondescriptiontext
Any background worth keeping on the lead.
Websiteurltext
The lead's website.
Lead statusstatus_idtext
Which status to put the lead in. Leave empty to use the organization's default status.
Contact namecontact_nametext
Add a first contact to the lead. Leave this and the email and phone below empty to create the lead on its own.
Contact job titlecontact_titletext
The contact's role, such as VP of Sales.
Contact email addressescontact_emailstext
One per line, or separated by commas. All of them are given the label below.
Email labelemail_typetext
How to label the email addresses above. Defaults to Office.One of: office, home, other.
Contact phone numberscontact_phonestext
One per line, or separated by commas. Close stores these best in international form, like +19045551234.
Phone labelphone_typetext
How to label the phone numbers above. Defaults to Office.One of: office, mobile, home, direct, fax, other.
Address line 1address_line1text
Street address. Leave empty for no address.
Address line 2address_line2text
Suite, floor or room.
Citycitytext
City.
State or regionstatetext
State, province or region.
Postcodezipcodetext
Postal or ZIP code.
Countrycountrytext
Two-letter country code, such as US or GB.

Outputs

leadobject
lead_idtext
nametext
statustext
Status of the action execution ("success" on success).
status_labeltext
urltext
Example output
{
  "lead": {
    "date_created": "2024-03-04T18:31:22.514000+00:00",
    "description": "Best. Show. Ever.",
    "display_name": "Bluth Company",
    "id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
    "name": "Bluth Company",
    "status_id": "stat_1ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk",
    "status_label": "Potential",
    "url": "http://thebluthcompany.tumblr.com/"
  },
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "name": "Bluth Company",
  "status": "success",
  "status_label": "Potential",
  "url": "https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/"
}

Create note

Log a note on a lead's timeline - what was said on a call, what a workflow decided, anything the next person should read.

Inputs

Leadlead_idtextRequired
The lead's id, like lead_abc123. Use List leads to find one, or paste the lead's Close URL and Lodol will read the id out of it.
NotenotetextRequired
What to record, in plain text.
Contactcontact_idtext
The contact on this lead that this relates to. Leave empty to leave it against the lead as a whole.
Happened atactivity_atdate and time
When this actually happened, if it was not now. Close files the note on the timeline at this moment.

Outputs

activityobject
lead_idtext
notetext
note_idtext
statustext
Status of the action execution ("success" on success).
urltext
Example output
{
  "activity": {
    "_type": "Note",
    "date_created": "2026-09-05T09:12:44.101000+00:00",
    "id": "acti_kwWA3rZLpVKtBLNqvYJqLQpKZbNRLNqAKuGkTKfFxHv",
    "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
    "note": "Left a voicemail about the renewal."
  },
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "note": "Left a voicemail about the renewal.",
  "note_id": "acti_kwWA3rZLpVKtBLNqvYJqLQpKZbNRLNqAKuGkTKfFxHv",
  "status": "success",
  "url": "https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/"
}

Create opportunity

Open a deal on a lead. Leave the status empty to use your organization's default one.

Inputs

Leadlead_idtextRequired
The lead's id, like lead_abc123. Use List leads to find one, or paste the lead's Close URL and Lodol will read the id out of it.
Notenotetext
A short note describing the deal.
Opportunity statusstatus_idtext
Which status - and so which pipeline - the deal sits in. Choosing a status whose type is Won makes Close set the date won by itself.
Pipelinepipeline_idtext
Which pipeline the deal belongs to. Only needed when no status is chosen above - a status already names its pipeline.
Deal valuevaluenumber
How much the deal is worth, in your Close organization's currency - 1500.50 for $1,500.50. Close stores this in cents; Lodol converts it for you, and returns both the cents and the decimal amount.At least 0.
Value periodvalue_periodtext
Whether the value above is one-off or recurring.One of: one_time (One time), monthly, annual.
Confidence (%)confidencenumber
How likely the deal is to close, from 0 to 100.From 0 to 100.
Ownerowner_idtext
Who owns the deal. Leave empty to leave it as it is.
Contactcontact_idtext
The contact on this lead that this relates to. Leave empty to leave it against the lead as a whole.

Outputs

lead_idtext
opportunityobject
opportunity_idtext
statustext
Status of the action execution ("success" on success).
status_labeltext
urltext
valuenumber
value_decimalnumber
value_formattedtext
Example output
{
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "opportunity": {
    "confidence": 90,
    "id": "oppo_bJoqD4dVwUqZLzKlPKKxKZbNRLNqAKuGkTKfFxHvRZa",
    "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
    "note": "Renewal conversation started.",
    "status_id": "stat_4ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk",
    "status_label": "Active",
    "status_type": "active",
    "value": 150050,
    "value_currency": "USD",
    "value_period": "monthly"
  },
  "opportunity_id": "oppo_bJoqD4dVwUqZLzKlPKKxKZbNRLNqAKuGkTKfFxHvRZa",
  "status": "success",
  "status_label": "Active",
  "url": "https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/",
  "value": 150050,
  "value_decimal": 1500.5,
  "value_formatted": "$1,500.50 monthly"
}

Create task

Add a to-do to a lead and optionally assign it to someone.

Inputs

Leadlead_idtextRequired
The lead's id, like lead_abc123. Use List leads to find one, or paste the lead's Close URL and Lodol will read the id out of it.
TasktexttextRequired
What needs doing, in one line.
Assign toassigned_totext
Who should own this. Leave empty to leave it unassigned.
Due datedue_datedate
The day the task should appear in the assignee's inbox. Leave empty for a task with no date.
Priorityprioritytext
Close offers exactly these two - there is no low priority.One of: high, medium.

Outputs

is_completetrue/false
lead_idtext
statustext
Status of the action execution ("success" on success).
taskobject
task_idtext
texttext
urltext
Example output
{
  "is_complete": false,
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "status": "success",
  "task": {
    "_type": "lead",
    "date": "2026-09-18",
    "id": "task_aRUZXCm9lMb2LwipTPhfFoFbCsUnaoQh1ncQ7WLnjlI",
    "is_complete": false,
    "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
    "priority": "high",
    "text": "Connect with the account manager"
  },
  "task_id": "task_aRUZXCm9lMb2LwipTPhfFoFbCsUnaoQh1ncQ7WLnjlI",
  "text": "Connect with the account manager",
  "url": "https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/"
}

Delete contact

Remove a contact from its lead. The lead itself stays. This is permanent.

Inputs

Contactcontact_idtextRequired
The contact's id, like cont_abc123. Use List contacts to find one.

Outputs

contact_idtext
deletedtrue/false
statustext
Status of the action execution ("success" on success).
Example output
{
  "contact_id": "cont_sNIdBgQpYWjqZCzTHmZBLtLLQZLoNbZQXVGdLxKRvBt",
  "deleted": true,
  "status": "success"
}

Delete lead

Delete a lead and everything on it - its contacts, opportunities, tasks and activity history. This is permanent.

Inputs

Leadlead_idtextRequired
The lead's id, like lead_abc123. Use List leads to find one, or paste the lead's Close URL and Lodol will read the id out of it.

Outputs

deletedtrue/false
lead_idtext
statustext
Status of the action execution ("success" on success).
Example output
{
  "deleted": true,
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "status": "success"
}

Delete opportunity

Delete a deal. The lead and its contacts stay. This is permanent - to record a deal that did not happen, move it to a Lost status instead.

Inputs

Opportunityopportunity_idtextRequired
The opportunity's id, like oppo_abc123. Use List opportunities to find one.

Outputs

deletedtrue/false
opportunity_idtext
statustext
Status of the action execution ("success" on success).
Example output
{
  "deleted": true,
  "opportunity_id": "oppo_bJoqD4dVwUqZLzKlPKKxKZbNRLNqAKuGkTKfFxHvRZa",
  "status": "success"
}

Delete task

Delete a task. This is permanent - to record that it was done, mark it completed with Update task instead.

Inputs

Tasktask_idtextRequired
The task's id, like task_abc123. Use List tasks to find one.

Outputs

deletedtrue/false
statustext
Status of the action execution ("success" on success).
task_idtext
Example output
{
  "deleted": true,
  "status": "success",
  "task_id": "task_aRUZXCm9lMb2LwipTPhfFoFbCsUnaoQh1ncQ7WLnjlI"
}

Get contact

Read one contact by id, with every email address, phone number and URL on it.

Inputs

Contactcontact_idtextRequired
The contact's id, like cont_abc123. Use List contacts to find one.

Outputs

contactobject
contact_idtext
lead_idtext
nametext
statustext
Status of the action execution ("success" on success).
urltext
Example output
{
  "contact": {
    "display_name": "John Smith",
    "emails": [
      {
        "email": "john@example.com",
        "type": "office"
      }
    ],
    "id": "cont_sNIdBgQpYWjqZCzTHmZBLtLLQZLoNbZQXVGdLxKRvBt",
    "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
    "name": "John Smith",
    "phones": [
      {
        "phone": "+19045551234",
        "type": "mobile"
      }
    ],
    "title": "President"
  },
  "contact_id": "cont_sNIdBgQpYWjqZCzTHmZBLtLLQZLoNbZQXVGdLxKRvBt",
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "name": "John Smith",
  "status": "success",
  "url": "https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/"
}

Get lead

Read one lead by id, with its contacts, opportunities and addresses.

Inputs

Leadlead_idtextRequired
The lead's id, like lead_abc123. Use List leads to find one, or paste the lead's Close URL and Lodol will read the id out of it.

Outputs

leadobject
lead_idtext
nametext
statustext
Status of the action execution ("success" on success).
status_labeltext
urltext
Example output
{
  "lead": {
    "date_created": "2024-03-04T18:31:22.514000+00:00",
    "description": "Best. Show. Ever.",
    "display_name": "Bluth Company",
    "id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
    "name": "Bluth Company",
    "status_id": "stat_1ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk",
    "status_label": "Potential",
    "url": "http://thebluthcompany.tumblr.com/"
  },
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "name": "Bluth Company",
  "status": "success",
  "status_label": "Potential",
  "url": "https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/"
}

Get opportunity

Read one deal by id, with its value, status and note.

Inputs

Opportunityopportunity_idtextRequired
The opportunity's id, like oppo_abc123. Use List opportunities to find one.

Outputs

lead_idtext
opportunityobject
opportunity_idtext
statustext
Status of the action execution ("success" on success).
status_labeltext
urltext
valuenumber
value_decimalnumber
value_formattedtext
Example output
{
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "opportunity": {
    "confidence": 90,
    "id": "oppo_bJoqD4dVwUqZLzKlPKKxKZbNRLNqAKuGkTKfFxHvRZa",
    "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
    "note": "Renewal conversation started.",
    "status_id": "stat_4ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk",
    "status_label": "Active",
    "status_type": "active",
    "value": 150050,
    "value_currency": "USD",
    "value_period": "monthly"
  },
  "opportunity_id": "oppo_bJoqD4dVwUqZLzKlPKKxKZbNRLNqAKuGkTKfFxHvRZa",
  "status": "success",
  "status_label": "Active",
  "url": "https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/",
  "value": 150050,
  "value_decimal": 1500.5,
  "value_formatted": "$1,500.50 monthly"
}

List contacts

List contacts, either across the organization or just the ones on a lead. Close offers no text search here - use List leads to find the lead first.

Inputs

Leadlead_idtext
Only return records belonging to this lead. Leave empty for the whole organization.
How manylimitnumber
How many records to return (1-100).From 1 to 100. Default: 25.
Skipoffsetnumber
How many records to skip before the first one returned. Use it with How many to read a second or third page.At least 0.

Outputs

countnumber
has_moretrue/false
lead_idtext
recordslist
statustext
Status of the action execution ("success" on success).
Example output
{
  "count": 1,
  "has_more": false,
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "records": [
    {
      "display_name": "John Smith",
      "emails": [
        {
          "email": "john@example.com",
          "type": "office"
        }
      ],
      "id": "cont_sNIdBgQpYWjqZCzTHmZBLtLLQZLoNbZQXVGdLxKRvBt",
      "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
      "name": "John Smith",
      "phones": [
        {
          "phone": "+19045551234",
          "type": "mobile"
        }
      ],
      "title": "President"
    }
  ],
  "status": "success"
}

List leads

List the leads in your Close organization, or search them by text. Leave the search empty to page through everything newest first.

Inputs

Searchquerytext
Find leads whose company name, contacts, emails, phone numbers or notes contain this text. Leave empty to list every lead instead.
Matchsearch_modetext
How to match the search text. Only applies when a search is given.One of: full_words (All of these words, anywhere), phrase (This exact phrase).
How manylimitnumber
How many records to return (1-100).From 1 to 100. Default: 25.
Skipoffsetnumber
How many leads to skip before the first one returned. Only applies when listing - Close's search pages by a cursor that expires in 30 seconds, so a search returns one page. Raise How many instead.At least 0.

Outputs

countnumber
has_moretrue/false
recordslist
searchedtrue/false
statustext
Status of the action execution ("success" on success).
Example output
{
  "count": 1,
  "has_more": false,
  "records": [
    {
      "date_created": "2024-03-04T18:31:22.514000+00:00",
      "description": "Best. Show. Ever.",
      "display_name": "Bluth Company",
      "id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
      "name": "Bluth Company",
      "status_id": "stat_1ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk",
      "status_label": "Potential",
      "url": "http://thebluthcompany.tumblr.com/"
    }
  ],
  "searched": false,
  "status": "success"
}

List opportunities

List deals, filtered by lead, status, owner or free text. Every row carries the deal value both as Close stores it (in cents) and as a decimal amount.

Inputs

Leadlead_idtext
Only return records belonging to this lead. Leave empty for the whole organization.
Statusstatus_idtext
Only return deals in this exact status.
Won, lost or activestatus_typetext
Only return deals of this kind. Use this rather than a status when you want every won deal across all pipelines.One of: active (Active (still open)), won, lost.
Ownerowner_idtext
Only return deals owned by this person.
Searchquerytext
Free-text search across the deals, the same syntax the Close search bar takes.
Order byorder_bytext
Which field to sort on.One of: date_created (Created), date_updated (Last updated), date_won (Date won), value (Deal value).
Orderordertext
Which end of the list to start from.One of: asc (Oldest first), desc (Newest first).
How manylimitnumber
How many records to return (1-100).From 1 to 100. Default: 25.
Skipoffsetnumber
How many records to skip before the first one returned. Use it with How many to read a second or third page.At least 0.

Outputs

countnumber
has_moretrue/false
recordslist
statustext
Status of the action execution ("success" on success).
Example output
{
  "count": 1,
  "has_more": false,
  "records": [
    {
      "confidence": 90,
      "id": "oppo_bJoqD4dVwUqZLzKlPKKxKZbNRLNqAKuGkTKfFxHvRZa",
      "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
      "note": "Renewal conversation started.",
      "status_id": "stat_4ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk",
      "status_label": "Active",
      "status_type": "active",
      "value": 150050,
      "value_currency": "USD",
      "value_decimal": 1500.5,
      "value_period": "monthly"
    }
  ],
  "status": "success"
}

List tasks

List the tasks people and workflows created, optionally only one lead's or one person's. The rows Close generates itself, such as missed calls, are left out - they cannot be edited or deleted.

Inputs

Leadlead_idtext
Only return records belonging to this lead. Leave empty for the whole organization.
Assigned toassigned_totext
Only return tasks owned by this person.
Completedis_completetrue/false
Turn on for finished tasks only, off for outstanding ones. Leave unset for both.
How manylimitnumber
How many records to return (1-100).From 1 to 100. Default: 25.
Skipoffsetnumber
How many records to skip before the first one returned. Use it with How many to read a second or third page.At least 0.

Outputs

countnumber
has_moretrue/false
recordslist
statustext
Status of the action execution ("success" on success).
Example output
{
  "count": 1,
  "has_more": false,
  "records": [
    {
      "_type": "lead",
      "date": "2026-09-18",
      "id": "task_aRUZXCm9lMb2LwipTPhfFoFbCsUnaoQh1ncQ7WLnjlI",
      "is_complete": false,
      "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
      "priority": "high",
      "text": "Connect with the account manager"
    }
  ],
  "status": "success"
}

Update contact

Change a contact's details. Giving any email address, phone number or link replaces every one the contact already had of that kind - Close has no way to add just one - so include the existing ones alongside the new one. Leave a field empty to leave that list untouched.

Inputs

Contactcontact_idtextRequired
The contact's id, like cont_abc123. Use List contacts to find one.
Full namenametext
A new name for the contact.
Job titletitletext
Their role, such as VP of Sales.
Email addressesemailstext
Replaces all of the contact's email addresses. One per line, or separated by commas.
Email labelemail_typetext
How to label the email addresses above. Defaults to Office.One of: office, home, other.
Phone numbersphonestext
Replaces all of the contact's phone numbers. One per line, or separated by commas.
Phone labelphone_typetext
How to label the phone numbers above. Defaults to Office.One of: office, mobile, home, direct, fax, other.
Linksurlstext
Replaces all of the contact's links. One per line.

Outputs

contactobject
contact_idtext
lead_idtext
nametext
statustext
Status of the action execution ("success" on success).
urltext
Example output
{
  "contact": {
    "display_name": "John Smith",
    "emails": [
      {
        "email": "john@example.com",
        "type": "office"
      }
    ],
    "id": "cont_sNIdBgQpYWjqZCzTHmZBLtLLQZLoNbZQXVGdLxKRvBt",
    "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
    "name": "John Smith",
    "phones": [
      {
        "phone": "+19045551234",
        "type": "mobile"
      }
    ],
    "title": "President"
  },
  "contact_id": "cont_sNIdBgQpYWjqZCzTHmZBLtLLQZLoNbZQXVGdLxKRvBt",
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "name": "John Smith",
  "status": "success",
  "url": "https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/"
}

Update lead

Change a lead's name, description, website or status. Fields left empty keep the value they already had.

Inputs

Leadlead_idtextRequired
The lead's id, like lead_abc123. Use List leads to find one, or paste the lead's Close URL and Lodol will read the id out of it.
Company namenametext
A new name for the lead.
Descriptiondescriptiontext
Replace the lead's description.
Websiteurltext
Replace the lead's website.
Lead statusstatus_idtext
Which status to put the lead in. Leave empty to use the organization's default status.

Outputs

leadobject
lead_idtext
nametext
statustext
Status of the action execution ("success" on success).
status_labeltext
urltext
Example output
{
  "lead": {
    "date_created": "2024-03-04T18:31:22.514000+00:00",
    "description": "Best. Show. Ever.",
    "display_name": "Bluth Company",
    "id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
    "name": "Bluth Company",
    "status_id": "stat_1ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk",
    "status_label": "Potential",
    "url": "http://thebluthcompany.tumblr.com/"
  },
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "name": "Bluth Company",
  "status": "success",
  "status_label": "Potential",
  "url": "https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/"
}

Update opportunity

Change a deal's value, status, owner or note. Moving it to a status whose type is Won makes Close record the date won by itself.

Inputs

Opportunityopportunity_idtextRequired
The opportunity's id, like oppo_abc123. Use List opportunities to find one.
Notenotetext
A short note describing the deal.
Opportunity statusstatus_idtext
Which status - and so which pipeline - the deal sits in. Choosing a status whose type is Won makes Close set the date won by itself.
Deal valuevaluenumber
How much the deal is worth, in your Close organization's currency - 1500.50 for $1,500.50. Close stores this in cents; Lodol converts it for you, and returns both the cents and the decimal amount.At least 0.
Value periodvalue_periodtext
Whether the value above is one-off or recurring.One of: one_time (One time), monthly, annual.
Confidence (%)confidencenumber
How likely the deal is to close, from 0 to 100.From 0 to 100.
Ownerowner_idtext
Who owns the deal. Leave empty to leave it as it is.
Contactcontact_idtext
The contact on this lead that this relates to. Leave empty to leave it against the lead as a whole.

Outputs

lead_idtext
opportunityobject
opportunity_idtext
statustext
Status of the action execution ("success" on success).
status_labeltext
urltext
valuenumber
value_decimalnumber
value_formattedtext
Example output
{
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "opportunity": {
    "confidence": 90,
    "id": "oppo_bJoqD4dVwUqZLzKlPKKxKZbNRLNqAKuGkTKfFxHvRZa",
    "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
    "note": "Renewal conversation started.",
    "status_id": "stat_4ZdiZqcSIkoGVnNOyxiEY58eTGQmFNG3LPlEVQ4V7Nk",
    "status_label": "Active",
    "status_type": "active",
    "value": 150050,
    "value_currency": "USD",
    "value_period": "monthly"
  },
  "opportunity_id": "oppo_bJoqD4dVwUqZLzKlPKKxKZbNRLNqAKuGkTKfFxHvRZa",
  "status": "success",
  "status_label": "Active",
  "url": "https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/",
  "value": 150050,
  "value_decimal": 1500.5,
  "value_formatted": "$1,500.50 monthly"
}

Update task

Change a task, reassign it, or mark it done by turning Completed on.

Inputs

Tasktask_idtextRequired
The task's id, like task_abc123. Use List tasks to find one.
Tasktexttext
Replace what the task says.
Assign toassigned_totext
Who should own this. Leave empty to leave it unassigned.
Due datedue_datedate
The day the task should appear in the assignee's inbox. Leave empty for a task with no date.
Priorityprioritytext
Close offers exactly these two - there is no low priority.One of: high, medium.
Completedis_completetrue/false
Turn on to mark the task done.

Outputs

is_completetrue/false
lead_idtext
statustext
Status of the action execution ("success" on success).
taskobject
task_idtext
texttext
urltext
Example output
{
  "is_complete": false,
  "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
  "status": "success",
  "task": {
    "_type": "lead",
    "date": "2026-09-18",
    "id": "task_aRUZXCm9lMb2LwipTPhfFoFbCsUnaoQh1ncQ7WLnjlI",
    "is_complete": false,
    "lead_id": "lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O",
    "priority": "high",
    "text": "Connect with the account manager"
  },
  "task_id": "task_aRUZXCm9lMb2LwipTPhfFoFbCsUnaoQh1ncQ7WLnjlI",
  "text": "Connect with the account manager",
  "url": "https://app.close.com/lead/lead_IIDHIStmFcFQZZP0BRe99V1MCoXWz2PGCm6EDmR9v2O/"
}

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