Integrations · CRM & Sales
Put an AI employee to work in Close.
A CRM built for inside sales teams that call and email all day. Your AI employee connects to it over Close's web API, works at the approval level you set, and logs every action it takes.
What an AI employee can do in Close
- Your calling agent logs each call outcome on the Close lead the moment the call ends.
- It works the follow-up queue so no lead waits more than a day for a second touch.
- It writes a one-line summary of every conversation for the rep who picks it up next.
An example in Close
A home solar installer's inside sales desk misses a return call while every rep is on the phone. The agent picks it up, finds the homeowner's Lead in Close, and answers the question they called about: whether the site survey is still on for Thursday. It confirms the survey, notes that the homeowner wants the battery option priced, and logs the Call with a short summary. It updates the Lead status, creates a Task for the assigned rep to price the battery, and the Lead shows up in the rep's follow-up Smart View. In the CRM, the homeowner's record carries the call and the pricing request.
What stays with your people
Your reps price the system, handle the financing talk and close the sale.
The connection
- How it connects
- Over Close's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.
- What it reads and writes in Close
- Lead, Contact, Opportunity, Call, Task, Smart View.
- Approval level
- Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.
- On the record
- Every call it makes to Close is logged with what it did and when, so a person can pick up where it left off.
Industries that often run Close
Questions about Close
- Will it use Close's built-in calling?
- AgentWorks builds the agent to answer and place calls through your business phone line and log each one in Close as a Call, so your reps see it where they already work.
- Can it change lead statuses?
- Yes, using the statuses you already have and the rules you give it. Anything outside those rules is left for a rep.
- Does it send emails from Close?
- It drafts follow-ups on the Lead, and they wait for a rep's approval unless you turn that off.
