close

Compare original and translation side by side

🇺🇸

Original

English

🇨🇳

Translation

Chinese

Close Skill

Manage sales with Close's communication-focused CRM for inside sales teams.

使用Close这款专注于沟通的CRM管理内部销售团队的销售工作。

Quick Install

快速安装

bash

curl -sSL https://canifi.com/skills/close/install.sh | bash

Or manually:

bash

cp -r skills/close ~/.canifi/skills/

bash

curl -sSL https://canifi.com/skills/close/install.sh | bash

或者手动安装：

bash

cp -r skills/close ~/.canifi/skills/

Setup

配置

Configure via canifi-env:

bash

undefined

通过canifi-env进行配置：

bash

undefined

First, ensure canifi-env is installed:

首先，确保已安装canifi-env：

curl -sSL https://canifi.com/install.sh | bash

canifi-env set CLOSE_API_KEY "your_api_key"

undefined

canifi-env set CLOSE_API_KEY "your_api_key"

undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.

你的凭证，由你掌控。Canifi LifeOS尊重你的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:

Complete the Browser Automation Setup using CDP mode
Login to the service manually in the Playwright-controlled Chrome window
Claude will use your authenticated session without ever seeing your password

如果你不想与Claude Code共享凭证：

使用CDP模式完成浏览器自动化设置
在Playwright控制的Chrome窗口中手动登录该服务
Claude将使用你的已认证会话，全程不会获取你的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:

bash

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

如果你愿意共享凭证，可以将其存储在本地：

bash

canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"

注意：存储在canifi-env中的凭证仅能在你的本地机器上访问，绝不会被传输。

Capabilities

功能特性

Lead Management: Create and manage leads with full activity history
Email Automation: Send automated email sequences and track opens
Built-in Calling: Make calls directly from CRM with call recording
Smart Views: Filter and segment leads with custom smart views
Reporting: Access sales reports and team performance metrics

线索管理：创建并管理线索，保留完整的活动历史
邮件自动化：发送自动化邮件序列并追踪打开情况
内置通话功能：直接从CRM发起通话并支持通话录音
智能视图：通过自定义智能视图筛选和细分线索
报表功能：访问销售报表和团队绩效指标

Usage Examples

使用示例

Create Lead

创建线索

User: "Create a new lead in Close for DataFlow Inc"
Assistant: Creates lead with company information

用户："为DataFlow Inc在Close中创建一条新线索"
助手：创建包含公司信息的线索

Log Call

记录通话

User: "Log a 15-minute call with the DataFlow lead"
Assistant: Creates call activity with duration

用户："记录与DataFlow线索的15分钟通话"
助手：创建包含时长的通话活动记录

Start Sequence

启动序列

User: "Add this lead to the follow-up email sequence"
Assistant: Enrolls lead in email sequence

用户："将这条线索添加到跟进邮件序列中"
助手：将线索纳入邮件序列

View Smart View

查看智能视图

User: "Show me all hot leads from the past week"
Assistant: Returns leads matching smart view criteria

用户："展示过去一周的所有高优先级线索"
助手：返回符合智能视图条件的线索

Authentication Flow

认证流程

Get API key from Close settings
Use Basic Auth with API key as username
Leave password empty
All requests authenticated with header

从Close设置中获取API密钥
使用基础认证，将API密钥作为用户名
留空密码
所有请求通过请求头进行认证

Error Handling

错误处理

Error	Cause	Solution
401 Unauthorized	Invalid API key	Verify API key
404 Not Found	Lead doesn't exist	Check lead ID
429 Rate Limited	Too many requests	Implement throttling
400 Bad Request	Invalid data format	Validate request

错误	原因	解决方案
401 Unauthorized	API密钥无效	验证API密钥
404 Not Found	线索不存在	检查线索ID
429 Rate Limited	请求过于频繁	实现流量限制
400 Bad Request	数据格式无效	验证请求数据

Notes

注意事项

Built for inside sales teams
Native calling and SMS included
Email open and click tracking
No free tier, 14-day trial
Power dialer for high-volume calling
Predictive dialer in higher tiers

为内部销售团队打造
包含原生通话和短信功能
支持邮件打开与点击追踪
无免费版本，提供14天免费试用
支持高容量呼叫的自动拨号器
高级版本包含预测拨号器