Close CRM integration with AI agents
Close is a CRM built for inside sales teams, with calls, e-mail, SMS and sequences built in. Companies that do a lot of outbound prospecting use it. The agent reaches Close through the iTeam app catalog, using the official API, to read and update leads, opportunities, activities and tasks.
What AI agents do with Close
Calls logged without typing
After each call, the agent reads the recording or the note, updates the lead in Close and creates the next task with a date.
Daily queue by priority
Every morning the rep receives the list of who to call first, based on recent engagement and opportunity size.
Forgotten opportunity
The agent finds opportunities with no activity for days and nudges the owner with a summary of the last contact.
Weekly forecast for the manager
On Friday, the manager receives what could close, what slipped and which deals changed in value.
Connect Close once. The agents use it within your rules.
- In the app catalogAvailable in the iTeam app catalog, with the app’s own login and permissions per agent.
- Each agent gets the right accessYou decide what each agent can read or do in Close, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Close and what it cost, all on record.
Ready-made AI teams for this work
Outbound prospecting team
It finds the accounts that fit, reads what they are doing right now and writes a first message that sounds like it came from a person.
Lead qualification team
Every form, ad and WhatsApp lead gets a quick reply, a few good questions and, if it fits, a meeting on your seller's calendar.
WhatsApp sales team
It answers product questions, puts the quote together and follows up with the buyer who said "let me think about it".
Often used together with Close
Questions about Close and AI agents
Does iTeam integrate with Close?
Yes, through the iTeam app catalog, using the official Close API.
Can the agent change an opportunity's stage?
If you allow it. Many companies let the agent suggest and the rep confirm. Everything is recorded in the audit trail.
Does it make calls?
Calls stay with the rep. The agent prepares the call and records what happened.
