V7

Connect

to AI agents.

Automatically capture and surface your firm’s best relationship paths, so you can focus on closing deals.

Data Source

Inside Sales Software CRM with Calling & Emailing

AI Agent

AI Business Development Cycle Analysis Agent

Analyze your entire deal pipeline with AI. Extract deal metrics, track progression, identify risks, and forecast revenue from all your business development data.

CRM Records

Email Threads

Spreadsheets

Destination

Select app below

Explore 400+ more

Featured workflows

A library of

Close Workflows

ready to operate

Select from a library of pre-built AI agents to power your Close workflows.

Popular workflows

From

Akkio

with

Agents

Recording completed

From

Akkio

with

Agents

Recording completed

From

Akkio

with

Agents

Recording completed

From

Akkio

with

Agents

Recording completed

From

Addressfinder

with

Agents

Recording completed

From

Addressfinder

with

Agents

Recording completed

From

Addressfinder

with

Agents

Recording completed

From

Addressfinder

with

Agents

Recording completed

Example workflow

Close example workflow

Let AI handle tasks across multiple tools

Popular workflows

Example

Input

Recording completed

AI Agent

Output

Input

Recording completed

AI Agent

AI Business Development Cycle Analysis Agent

Analyzing recorded video

Output

Waiting for analysis

Let the agent run first

Input

Recording completed

AI Agent

Output

Input

Recording completed

AI Agent

AI Business Development Cycle Analysis Agent

Analyzing recorded video

Output

Waiting for analysis

Let the agent run first

Actions & Triggers

Use

to build powerful automations across multiple tools

Popular workflows

Workflow triggers from Close

New Custom Event

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

New Custom Event

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

New Custom Event

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

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 Status Change

Emit new event when a Lead

New Lead Status Change

Emit new event when a Lead

New Lead Status Change

Emit new event when a Lead

New Lead

Emit new event when a new Lead is created

New Lead

Emit new event when a new Lead is created

New Lead

Emit new event when a new Lead is created

New Lead

Emit new event when a new Lead is created

New Opportunity

Emit new event when a new Opportunity is created

New Opportunity

Emit new event when a new Opportunity is created

New Opportunity

Emit new event when a new Opportunity is created

New Opportunity

Emit new event when a new Opportunity is created

AI agents can perform automated actions in the app

Create Lead

Creates a lead.

Create Lead

Creates a lead.

Create Lead

Creates a lead.

Create Lead

Creates a lead.

Custom Action

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

Custom Action

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

Custom Action

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

Custom Action

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

Search Leads

Search leads with a given field and word.

Search Leads

Search leads with a given field and word.

Search Leads

Search leads with a given field and word.

Search Leads

Search leads with a given field and word.

Update Lead

Updates a lead.

Update Lead

Updates a lead.

Update Lead

Updates a lead.

Update Lead

Updates a lead.

Partner program

Grow your software with Go

Develop your own integration as an app partner in our ecosystem.

Sales Playbooks

Compliance Policies

Product Specs

Market Insights

Competitor Briefs

Pricing Guidelines

Brand Guidelines

Proposal Templates

Security Standards

Onboarding Guides

HR Policies

Legal Checklists

Finance Procedures

Audit Trails

Risk Registers

Customer FAQs

API Documentation

UX Guidelines

Incident Reports

Release Notes

Procurement Rules

Vendor Scores

CRM Definitions

KPI Glossary

Meeting Protocols

Board Summaries

Data Dictionaries

Workflow Maps

Training Modules

Negotiation Tips

Culture Principles

Change Playbooks

Project Templates

Support Scripts

Governance Models

Compliance Policies

Partner program

Grow your software with Go

Develop your own integration as an app partner in our ecosystem.

Sales Playbooks

Compliance Policies

Product Specs

Market Insights

Competitor Briefs

Pricing Guidelines

Brand Guidelines

Proposal Templates

Security Standards

Onboarding Guides

HR Policies

Legal Checklists

Finance Procedures

Audit Trails

Risk Registers

Customer FAQs

API Documentation

UX Guidelines

Incident Reports

Release Notes

Procurement Rules

Vendor Scores

CRM Definitions

KPI Glossary

Meeting Protocols

Board Summaries

Data Dictionaries

Workflow Maps

Training Modules

Negotiation Tips

Culture Principles

Change Playbooks

Project Templates

Support Scripts

Governance Models

Compliance Policies

Partner program

Grow your software with Go

Develop your own integration as an app partner in our ecosystem.

Sales Playbooks

Compliance Policies

Product Specs

Market Insights

Competitor Briefs

Pricing Guidelines

Brand Guidelines

Proposal Templates

Security Standards

Onboarding Guides

HR Policies

Legal Checklists

Finance Procedures

Audit Trails

Risk Registers

Customer FAQs

API Documentation

UX Guidelines

Incident Reports

Release Notes

Procurement Rules

Vendor Scores

CRM Definitions

KPI Glossary

Meeting Protocols

Board Summaries

Data Dictionaries

Workflow Maps

Training Modules

Negotiation Tips

Culture Principles

Change Playbooks

Project Templates

Support Scripts

Governance Models

Compliance Policies

Partner program

Grow your software with Go

Develop your own integration as an app partner in our ecosystem.

Sales Playbooks

Compliance Policies

Product Specs

Market Insights

Competitor Briefs

Pricing Guidelines

Brand Guidelines

Proposal Templates

Security Standards

Onboarding Guides

HR Policies

Legal Checklists

Finance Procedures

Audit Trails

Risk Registers

Customer FAQs

API Documentation

UX Guidelines

Incident Reports

Release Notes

Procurement Rules

Vendor Scores

CRM Definitions

KPI Glossary

Meeting Protocols

Board Summaries

Data Dictionaries

Workflow Maps

Training Modules

Negotiation Tips

Culture Principles

Change Playbooks

Project Templates

Support Scripts

Governance Models

Compliance Policies

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

Get started

Ready to build

the best

automations

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

automations

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

automations

30-minute session

Personalized setup

Live demonstration

Get started

Ready to build

the best

automations

30-minute session

Personalized setup

Live demonstration

Knowledge

Integrations

Tables

Slides