ACTION_ID: close_crm_lookup_lead
NAME: Close CRM: Lookup a Lead by Name
CATEGORY: CRM
CREDITS: 0

Find a Close lead by its name and return the lead ID. The ID is what every
other Close action keys on — contacts attach to a lead ID, not to a company
name — so this is usually the first Close step in a chain.

PREREQUISITE: Close CRM account connection — the user must create it in the Floqer UI
(Connections page); an agent cannot. Without it the action fails the row with
a connection / authentication error. Confirm it exists before configuring.

1. INPUTS

full_name (string, required)
  Full Name. Full Name of the Lead. Matched against the lead's name in
  Close.

2. OUTPUTS

lead_id (string) — The Id of the lead. Empty when no lead matched.

3. HOW TO CONFIGURE

Configure Action body
(PATCH /api/v1/workflows/{workflow_id}/sheets/{sheet_id}/actions/{action_instance_id}):

{
  "inputs": {
    "full_name": "{{input.company_name}}"
  }
}

Field-by-field:
  - full_name   The lead name to search for. Accepts `{{ref}}` tokens
                or a literal.

4. KEY NOTES

- Matching is by NAME, which is far weaker than an ID or domain match.
  Common company names can resolve to the wrong lead — normalise the name
  upstream with `formula` and treat the result as a best guess, not a
  guarantee.
- A miss is not an error. The row succeeds with an empty `lead_id`, so
  gate the downstream step on it rather than relying on cell status:
  `{{close_crm_lookup_lead_01ab.lead_id}} is not empty`.
- Use the empty branch to create the lead — see §5.

5. WHERE IT FITS IN A WORKFLOW

Pattern: enrichment -> close_crm_lookup_lead -> filter
(run_if: {{lookup.lead_id}} is empty) -> close_crm_create_lead, with the
non-empty branch going straight to close_crm_add_contact.

If you want that lookup-then-create in one step, use
close_crm_lookup_create_lead instead.

6. WHEN TO USE

Use close_crm_lookup_lead when you need the lead ID for a downstream
Close action, or to check whether a company is already in Close before
writing anything.

7. WHEN NOT TO USE

You want to create the lead when it is missing
  -> action-detail/close_crm_lookup_create_lead.txt

You already know the lead should be created
  -> action-detail/close_crm_create_lead.txt

Last updated: 2026-08-13.