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close-automation

Automate Close CRM lead, call, SMS, task, note, and activity operations.

Updated Mar 18, 2026
Search Tags:#crm#task-management#sms#close#composio#lead-management#call-logging
One-click install
npx skills add https://github.com/dr-code/beacon --skill close-automation-dr-code
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: close-automation
Source: https://github.com/dr-code/beacon/tree/main/plugins/all-skills/skills/close-automation
Command: npx skills add https://github.com/dr-code/beacon --skill close-automation-dr-code

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill reduces manual CRM work by automating Close CRM operations—creating and updating leads, logging calls and SMS, managing tasks, and tracking notes—so teams spend less time on repetitive data entry and more time on selling.

Core Features & Use Cases

  • Create and manage leads: Create company leads with nested contacts and set custom field values using API IDs.
  • Log calls and SMS: Record call activities and SMS messages against leads with direction, status, duration, and notes.
  • Task and note management: Create follow-up tasks, retrieve notes, and delete activities when necessary.
  • Operational patterns: Emphasizes searching tools first for current schemas, resolving lead_id/contact_id, handling custom field IDs, and respecting Close API rate limits.
  • Use Case: Add a new lead for a prospect, log an outbound sales call, send a follow-up SMS, and create a due task for the account owner.

Quick Start

Create a new lead named Acme Corp with a primary contact, confirm the Rube MCP Close connection is active, then log an outbound call and create a follow-up task against the lead.

Frequently Asked Questions about close-automation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate Close CRM lead creation and call logging?▼

Automate Close CRM lead creation and call logging by using this Skill to create company leads with nested contacts and record call activities against specific lead IDs, including direction, status, duration, and notes.

Can I log SMS messages and create follow-up tasks in Close CRM automatically?▼

Yes, you can log SMS messages and create follow-up tasks in Close CRM automatically. This Skill records SMS activities against leads and creates due tasks for specific account owners to streamline sales workflows.

Do I need a Rube MCP connection to manage Close CRM tasks and notes?▼

Yes, you need an active Rube MCP connection with the Close toolkit and authenticated Close API access to manage Close CRM tasks, retrieve notes, and perform activity cleanup operations.

How do I update custom field values when creating Close CRM leads?▼

Update custom field values when creating Close CRM leads by searching for current tool schemas first, resolving the correct lead_id and contact_id, and applying your specific custom field API IDs during the lead creation process.

What are the limitations of automating Close CRM operations?▼

Limitations of automating Close CRM operations include respecting Close API rate limits and requiring correct lead_id, contact_id, and custom field IDs for actions. This Skill also requires authenticated API access and cannot bypass standard API constraints.

Can I delete activities and clean up data in Close CRM through automation?▼

Yes, you can delete activities and clean up data in Close CRM through automation. This Skill supports activity deletion alongside lead management, call logging, SMS recording, and task assignment operations.

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