What can an AI agent do with Close?

A Close AI agent 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 agent log activities automatically after calls?

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

Can the AI agent 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 agent 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

Close, run by an agent.

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

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What needs your approval

Close never changes anything without you.

Anything that creates, edits or deletes in Close waits for your approval. Approve a recurring task once and it runs unattended after that.

Connecting Close

About 5 minutes

Auth: API key
Setup: About 5 minutes

Where to get access

Create an API key at Settings → Developer → API Keys in your Close account.

help.close.com

Example tasks

Real work people hand to an agent that uses Close.

generate a daily pipeline digest showing stalled deals and at-risk opportunities
log call summaries as activities in Close after every sales call
alert reps in Slack when a lead has had no activity for more than 7 days
create new leads in Close from inbound form submissions or email inquiries