Close + Salesforce Integration with AI Lead Qualification

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

See how it works

A new framework for building AI agents.

Combine Apps

Salesforce Integration

Build automations powered by V7 Go Agents

Connect Salesforce to Bloomerang with

Every new Close lead triggers an AI qualification that reads the prospect context, scores the opportunity, and creates or updates the Salesforce contact and account — ensuring your enterprise CRM stays current with every lead your sales team works in Close.

Data Source

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

CRM & Sales

Lead Management

Sales Analytics

Call Intelligence

AI Agent (by V7 Go)

AI Concierge Agent

Automatically coordinates tasks and multi-step workflows across tools and specialized automations.

Business

Multi-System Orchestration

Intelligent Delegation

Real-Time Monitoring

Destination

About

Salesforce

Connect Salesforce to V7 Go and automate CRM workflows, lead management, opportunity tracking, and customer relationship intelligence with AI-powered coordination.

CRM & Sales

Lead Scoring

Deal Management

Customer Insights

Example Workflow

Salesforce

Close Lead to Salesforce Contact

Popular workflows

Example

Input

New lead

AI Agent

Output

Input

New lead

New Lead

Emit new event when a new Lead is created

Lead Record

AI Agent

AI Concierge Agent

Analyze

Reading lead name, email, company, phone, and status from Close CRM

Qualifying the prospect: scoring based on company size indicators, lead source, and opportunity signals

Determining whether the Salesforce contact and account already exist or need to be created

Mapping Close lead fields to Salesforce contact schema with appropriate opportunity stage

Creating or updating the Salesforce contact and account with AI-generated qualification score and opportunity notes

Analysis complete

Output

Salesforce

Creates or updates the Salesforce contact and account with Close lead details, AI-generated qualification score, lead source, and opportunity stage — ready for enterprise pipeline review

Create Contact

Update Record

All actions triggered by agent

Automatically sync and qualify Close leads in Salesforce — with AI-extracted opportunity scoring, company mapping, and contact enrichment that keeps your enterprise CRM current.

Agent Library

A library of

Agents

Agents

Agents

for every workflow

More CRM sync agents

Popular workflows

Actions & Triggers

Build powerful

Salesforce workflows

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 automate actions in your apps

Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Create Attachment

Create Campaign

Create Case

Create Case Comment

Create Contact

Create Content Note

Get started

Ready to connect

and

Salesforce

Sync leads across CRMs automatically

V7 Go connects Close and Salesforce with AI agents that qualify leads and keep both CRMs current without manual entry. Book a demo.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

and

Salesforce

Sync leads across CRMs automatically

V7 Go connects Close and Salesforce with AI agents that qualify leads and keep both CRMs current without manual entry. Book a demo.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

and

Salesforce

Sync leads across CRMs automatically

V7 Go connects Close and Salesforce with AI agents that qualify leads and keep both CRMs current without manual entry. Book a demo.

30-minute session

Personalized setup

Live demonstration

Get started

Ready to connect

and

Salesforce

Sync leads across CRMs automatically

V7 Go connects Close and Salesforce with AI agents that qualify leads and keep both CRMs current without manual entry. Book a demo.

30-minute session

Personalized setup

Live demonstration

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

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 the Close and Salesforce integration work with V7 Go?

V7 Go monitors Close for new lead events. When a lead is created, V7 Go's AI agent reads the prospect details, qualifies the opportunity, checks whether the contact and account already exist in Salesforce, and either creates new records or updates existing ones — keeping both CRMs in sync without manual double-entry or batch exports.

What Close lead data gets synced to Salesforce?

V7 Go can sync lead name, email, company name, phone number, lead source, lead status, and AI-generated fields such as qualification score, inferred company size, and opportunity stage mapping. All fields are mapped to your Salesforce contact and account schema.

Is CRM data secure when syncing Close to Salesforce?

Yes. V7 Go is SOC 2 Type II and ISO 27001 certified. Close and Salesforce connect via API key and OAuth, and all lead and contact data is encrypted in transit and at rest. V7 Go processes records ephemerally and only writes to the Salesforce objects you have configured.

Can V7 Go prevent duplicate contacts when syncing Close leads to Salesforce?

Yes. V7 Go's AI agent performs a deduplication check against the attendee email and company name before writing to Salesforce. If a matching contact or account is found, V7 Go updates the existing record and logs the Close lead as an activity. If no match is found, it creates a new contact and account — preventing duplicate records automatically.

Can I set up Close to Salesforce lead sync without a developer?

Yes. V7 Go's no-code builder lets sales operations teams connect both CRMs, configure the field mapping, define qualification scoring logic, and set deduplication rules — without writing any code.

What does V7 Go cost for Close + Salesforce?

V7 Go pricing is usage-based. Contact the team for a quote aligned to your lead volume and CRM synchronisation requirements.

Partner program

Become a V7 Go CRM Sync Partner

Help sales teams build AI-powered Close-to-Salesforce lead synchronisation pipelines — and join the V7 Go partner ecosystem.