> ## Documentation Index
> Fetch the complete documentation index at: https://docs.openmic.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Close CRM Integration

> Connect your OpenMic assistant to Close CRM for sales pipeline management and lead tracking during live calls.

The **Close CRM** integration lets your OpenMic agents search, create, and update leads and contacts in Close CRM directly from live calls.

***

## Prerequisites

1. **An active Close CRM account**.
2. **An OpenMic account** with at least one agent created.
3. Access to the **OpenMic Dashboard**.

***

## Step 1: Connect Your Close CRM Account

1. Go to **Integrations** in your [OpenMic Dashboard](https://app.openmic.ai).
2. Locate the **Close CRM** card.
3. Click **Connect Close CRM**.
4. Log in and approve access.

***

## Step 2: Add Close CRM Tools to an Agent

1. Navigate to **Dashboard → Simple Agents**.

2. Select or create an agent.

3. Open the **Custom Functions** tab.

4. Click **Add Function** and choose from:
   * **Close CRM Lead Get** — Search for a lead by name, phone, email, or other info
   * **Close CRM Lead Create** — Create a new lead with contact details
   * **Close CRM Lead Update** — Update lead name, description, or status
   * **Close CRM Contact Create** — Add a new contact to an existing lead
   * **Close CRM Contact Update** — Update contact name, phone, email, or title

5. For **Lead Create**, a **Test Phone Number** field is available for web call testing.

***

## Step 3: Configure Your System Prompt

```text theme={null}
You are a sales assistant for [Your Company Name]. You manage leads and contacts in Close CRM.

Today's date and time is {{now.est}}.

Your Approach:
When a caller reaches out, use `get_closecrm_lead` to search for them. If they're new, create a lead with `create_closecrm_lead`. If you learn new details during the call, update the lead with `update_closecrm_lead` or add a new contact with `create_closecrm_contact`.

Key Rules:
- Always search for existing leads before creating new ones
- Update lead status as the conversation progresses
- Add contacts to existing leads rather than creating duplicate leads
```

<Warning>
  **Always include today's date in your system prompt** when your agent handles time-sensitive information.
  See [Dynamic Variables](/dynamic-variables) for all timezone options.
</Warning>

***

## Available Tools

### Close CRM Lead Get

Search for a lead by name, phone, email, or other identifying information.

***

### Close CRM Lead Create

Create a new lead with optional contact information. The agent collects lead name, contact details, and phone from the caller.

***

### Close CRM Lead Update

Update an existing lead's name, description, or status.

***

### Close CRM Contact Create

Add a new contact to an existing lead. Collects name, phone, email, and title.

***

### Close CRM Contact Update

Update an existing contact's name, phone, email, or title.