How does the integration work? We connect securely to Close via its API. When an event happens in Close, such as a new lead being created, a deal moving stages, or a contact replying to an email, our platform automatically triggers the appropriate workflow: assign tasks, enrich lead data, schedule follow-ups, notify the right sales rep, or sync information with other systems.
What can I automate?
Lead capture, enrichment, and qualification
Automated email, SMS, and follow-up sequences
Lead routing and task assignment for sales reps
Deal stage updates and pipeline management workflows
Contract generation and post-sale onboarding triggers
Data syncing with marketing, billing, or support tools, etc.
Is my data secure? Yes. We use encrypted API connections and follow industry-standard security practices, including SOC 2–aligned controls, to ensure your sales data and customer information remain protected.
Will this change how I use Close? Not at all. Your team will continue working inside Close as usual. Our platform runs in the background, automating repetitive steps and ensuring your sales workflows move faster and more reliably.
What do I need to get started? You’ll need a Close account with API access. Our team provides onboarding and integration support to help you connect your systems and launch your first workflows quickly.
How can I try it? Schedule a quick demo with our team, and we’ll walk you through connecting Close and launching your first automated workflow in just a few days.
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