Close + Close Integration with AI Deal Intelligence

A new framework for building AI agents. Meet AI Skills in V7 Go.

See how it works

A new framework for building AI agents.

MCP

Your MCP for

Automate Deal Intelligence between Close and Close with AI. Within Close CRM, AI deal intelligence + rep coaching layer

Your app

Connect Close to V7 Go and automate lead qualification, sales pipeline management, and call activity tracking with intelligent AI-powered workflows.

Operations

Lead Management

Sales Analytics

Call Intelligence

AI Engine (MCP)

V7 Go

Automate Within Close CRM, AI deal intelligence + rep coaching layer. Deliver business value.

Operations

Agentic AI

Document Automation

Workflow Orchestration

Example Workflow

Deal Intelligence Example

Popular workflows

Example

Input

Opportunity Status Changed

AI Agent

Output

Input

Opportunity Status Changed

New Event

Emit new event when an event with subscribed event source triggered on a target.

Deal Update

AI Agent

AI Concierge Agent

Analyze & Act

Gather context from both systems about the transaction

Analyze communication preferences and historical patterns

Compose personalized message tailored to recipient

Route to appropriate handler based on complexity

Create follow-up and escalation protocols

Analysis complete

Output

create-activity-close, update-opportunity-close

All actions triggered by agent

See how Close and Close work together

Agent Library

A library of

Agents

Agents

Agents

for every workflow

Meet the agents powering Deal Intelligence

Popular workflows

AI Concierge Agent

AI Concierge Agent | Orchestrate Complex Workflows | V7 Go

Business

Multi-System Coordination

Intelligent Task Delegation

Context-Aware Decision Making

Add to workflow

Market Competition Analysis Agent

AI Market Competition Analysis Agent | Automate CI | V7 Go

Business

Continuous Website & Messaging Monitoring

SEC Filing Analysis

Product Feature & SWOT Analysis

Add to workflow

Business Performance Analysis Agent

Business Performance Analysis Agent | Automate KPI Reporting | V7 Go

Business

Automated KPI Calculation

Multi-Source Data Consolidation

Trend & Outlier Identification

Add to workflow

AI Concierge Agent

AI Concierge Agent | Orchestrate Complex Workflows | V7 Go

Business

Multi-System Coordination

Intelligent Task Delegation

Context-Aware Decision Making

Add to workflow

Business Performance Analysis Agent

Business Performance Analysis Agent | Automate KPI Reporting | V7 Go

Business

Automated KPI Calculation

Multi-Source Data Consolidation

Trend & Outlier Identification

Add to workflow

Market Competition Analysis Agent

AI Market Competition Analysis Agent | Automate CI | V7 Go

Business

Continuous Website & Messaging Monitoring

SEC Filing Analysis

Product Feature & SWOT Analysis

Add to workflow

Actions & Triggers

Build powerful automations with

Pick from 100+ triggers and actions available.

Connect triggers from Zoom to powerful actions in your other business apps.

Popular workflows

Workflow triggers

New Custom Event

Emit new event when the configured types of events are triggered.

New Lead Status Change

Emit new event when a Lead

New Lead

Emit new event when a new Lead is created

New Opportunity

Emit new event when a new Opportunity is created

Agents trigger automated actions in your apps

Create Lead

Creates a lead.

Custom Action

Makes an arbitrary call to the Close API. for all options.

Search Leads

Search leads with a given field and word.

Update Lead

Updates a lead.

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Using V7 Go to automate our diligence process led to a 35% productivity increase.
Centerline
The experience with V7 has been fantastic. Very customized level of support.
Alaris
V7 enables us to process complex documents at scale through an intuitive and powerful UI
Pinsent Masons
V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .
Star Mountain

Get started

Ready to supercharge

your

Transform your Sales / CRM workflow

V7 Go + Close + Close delivers intelligent automation that grows with your business.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to supercharge

your

Transform your Sales / CRM workflow

V7 Go + Close + Close delivers intelligent automation that grows with your business.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to supercharge

your

Transform your Sales / CRM workflow

V7 Go + Close + Close delivers intelligent automation that grows with your business.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to supercharge

your

Transform your Sales / CRM workflow

V7 Go + Close + Close delivers intelligent automation that grows with your business.

30-minute session

Personalized setup

Live demonstration

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Have questions?

Find answers.

Any more questions?

Talk to sales

How does V7 Go handle Opportunity Status Changed from Close?

V7 Go uses AI to analyze each Opportunity Status Changed in real time, extracting key business signals and context. The ai-concierge-agent agent applies deep reasoning to your specific workflow, then automatically triggers actions in Close. This happens within seconds of the trigger event.

Can I customize the Deal Intelligence logic?

Absolutely. You can customize prompts, business rules, and decision thresholds through V7 Go's intuitive configuration interface. Define which signals matter most, how to prioritize, and what actions to take. The AI learns from your domain expertise.

What happens if the AI can't decide on a next action?

V7 Go flags uncertain cases for human review with full reasoning shown. Your team reviews and approves, which trains the agent for similar future scenarios. This human-in-the-loop approach builds trust and continuously improves decision quality.

How does Close get updated with the results?

Once the AI completes its analysis, V7 Go automatically executes the configured Close actions—whether that's creating records, sending messages, updating fields, or triggering downstream processes. All updates are logged with full audit trails for compliance.

What if my data is sensitive or confidential?

V7 Go processes data within your secure infrastructure. Sensitive fields can be masked or excluded from AI analysis. All data handling follows enterprise security standards with encryption in transit and at rest. Your data never leaves your control.

How quickly does Deal Intelligence ROI show up?

Most teams see productivity gains within days—fewer manual tasks, faster decisions, better accuracy. Revenue impact (from faster sales, better CS outcomes, or fewer compliance issues) typically compounds over weeks and months. V7 Go provides detailed impact dashboards to track your wins.

Partner program

Become a V7 Go Revenue Growth MCP Partner

Join our revenue partner ecosystem and help your clients build intelligent pipeline management, deal coaching, and sales automation workflows.