Create Lead: Close action

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Company Name name	string	Required	Company Name. Example: Acme Inc
Website url	string	Optional	Website. Example: https://acme.com
Description description	string	Optional	Description
Contact Name contact_name	string	Optional	Contact Name. Example: John Doe
Contact Email contact_email	string	Optional	Contact Email. e.g. "john@acme.com"
Contact Phone contact_phone	string	Optional	Contact Phone. e.g. "+15551234567"
Status ID status_id	string	Optional	Lead status ID from your Close pipeline

Sample request

{
  "name": "e.g. Acme Inc",
  "url": "e.g. https://acme.com",
  "description": "{{trigger.description}}",
  "contact_name": "e.g. John Doe",
  "contact_email": "john@acme.com"
}

Returns

{
  "id": "lead_abc123",
  "contacts": [
    {
      "id": "cont_abc",
      "name": "John Doe"
    }
  ],
  "status_id": "stat_abc123",
  "display_name": "Acme Inc"
}

Use these fields in downstream nodes for routing, logging, or error handling.

FAQ

Questions about Create Lead.

What does the Create Lead action do in Close?

Creates a new lead (company-level record) in Close CRM with contacts, addresses, custom fields. Close's lead-first model means each company is one lead, with multiple contacts nested. The standard hook for "B2B form submission → push to Close" sync workflows.

What inputs does Create Lead require?

Required: Company Name. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if Close returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Create Lead support batch operations?

Yes. Run Create Lead inside a Loop node to process arrays. Tiny Command handles Close's rate limits automatically so you don't have to throttle manually.

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