What can an AI teammate do with Close?

A Close AI teammate can list and read leads, pull contact details, fetch activity history, surface stalled opportunities, create new leads, and log call or email activity. It acts as an always-on sales ops layer - keeping your pipeline fresh and flagging deals that need attention. Write actions like creating leads or logging activity require your approval.

Will my AI teammate log activities automatically after calls?

Yes. You can instruct your teammate to create activity records in Close after calls or meetings. Write actions require your approval before they execute.

Can the AI teammate read custom fields on leads?

Yes. The get lead action returns the full lead record including any custom fields defined in your Close account.

How is this different from Close's built-in automation?

Close automation handles CRM-internal workflows. An AI teammate works across tools - it can read your Close pipeline, cross-reference with Gmail or Slack, and deliver deal summaries or alerts wherever your team works. It's your sales analyst, not another CRM rule.

CRM & sales

AI Teammate for Close

An AI teammate that tracks, updates, and drives your sales pipeline.

Your AI teammate for Close reads leads, contacts, opportunities, and activity history - an AI assistant for sales automation, pipeline tracking, call logging, and email sequences. It surfaces deal health, flags at-risk opportunities, and keeps your CRM data current without manual entry. Write actions always require your approval.

Close is built for high-velocity sales teams, and an AI teammate makes it faster - automatically surfacing stalled deals, logging activity, and keeping your pipeline accurate without reps living in the CRM. Connect Close to turn your sales data into proactive insight, not just a record system.

Connect Close Visit Close

What your AI teammate can do with Close

Read-only actions run automatically. Write actions require your approval.

Read-only actions

list leads

Browse and filter leads across your Close pipeline

get lead

Read full lead details including contacts and activity

list contacts

Search and view contacts associated with your leads

get activities

Fetch call, email, and SMS activity history for any lead

list opportunities

View open and closed opportunities with pipeline stage and value

Write actions (require approval)

create lead

Add new leads to your Close CRM with contact details

create activity

Log a call, note, or email activity against a lead record

Example workflows with Close

Real tasks you can run on a schedule or on demand.

task

generate a daily pipeline digest showing stalled deals and at-risk opportunities

task

log call summaries as activities in Close after every sales call

task

alert reps in Slack when a lead has had no activity for more than 7 days

task

create new leads in Close from inbound form submissions or email inquiries

How to connect Close

Create a free m8tes account.

Connect Close

Click Connect and complete the OAuth flow or enter your API key.

Create a task

Give your AI teammate a task that uses Close. It handles the rest.

Close AI teammate: FAQ

Common questions about using an AI teammate with Close.

Build an AI teammate for Close

Connect Close to an autonomous AI teammate that reads data, runs tasks on schedule, and delivers structured output.

AI teammates — all integrations
Build a teammate that uses Close alongside your other tools.

Related integrations

Teams that use Close also connect these.

HubSpot

CRM & sales

Salesforce

CRM & sales

Gmail

Communication

Slack

Communication

Start using Close today

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