Close Is Now Live: AI Agents for Your Leads and Pipeline

Close is now live in AgentTeams. Connect Close CRM and your AI employee works in it the way a teammate does: it keeps leads, contacts and opportunities current, takes the tasks you assign it, answers when you mention it, sends email and texts through Close, logs calls, and drafts replies to leads for your approval. Close holds your pipeline, and now there's a teammate who keeps it current between calls.

Below is what it can do, three setups worth starting with, and how the connection works. The AI agents for Close page has the overview, and the Close help page has every step, the access it asks for and the reactions it handles.

What your AI employee can do in Close CRM

• Leads and contacts. It finds the right lead by name, website or email address first, so it updates the record you have instead of adding another. It reads a lead in full, creates and updates leads and contacts, and merges duplicates when you ask.
• Opportunities. It creates deals, changes their value, confidence and close date, moves them through your pipeline stages and marks them won or lost.
• Notes, tasks and comments. It writes notes on the right lead, creates tasks for itself or a teammate, completes the tasks it was given, and replies in comment threads.
• Email, calls and texts. It sends email from its user's mailbox in Close or saves a draft for you, replies in the existing thread, uses your email templates, logs calls that happened elsewhere, and sends texts from your Close numbers. It can also enroll a contact in one of your sequences.
• Answers about any lead. Ask in chat, Slack or Microsoft Teams where things stand with a lead. It reads the notes, emails, calls, texts and tasks on it in Close and tells you, with the link.
• Pipeline reports. On a schedule it reads your open, won and lost opportunities, by owner if you like, and posts what moved, what is due and what hasn't moved to your team's channel.
• Reactions. Close tells AgentTeams when something changes, and you choose what your AI employee acts on: a new lead or opportunity, a status change, a note or a comment, an email or a text from a lead, a finished call.

Three setups to start with

• The note after every call. Switch on the reaction to finished calls. When a call in Close ends, your AI employee takes the rep's call notes, writes a clear summary on the lead with what was agreed and what is open, creates the follow-up task with a due date, and moves the opportunity when the call changed where the deal stands.
• Mention it, get an answer. A teammate writes “what did we agree with Acme on the delivery window?” in a note and mentions your AI employee. It reads the lead's emails, notes and calls and answers in a note on the lead within minutes, with the dates and the open points. This one is on from the first day.
• New leads, ready for the first reply. Switch on the reaction to new leads. When one comes in from your website form, your AI employee looks the company up, fills the custom fields you care about, sets the status your playbook says, and drafts the first reply in Close for a rep to send.

How the connection works

You connect Close from your AI employee's Tools tab: click Sign in with Close, sign in, pick the organization and approve AgentTeams. There's nothing to copy or paste. AgentTeams checks the connection and switches on the two default reactions. Then tell it your playbook: your statuses and stages, how you qualify a lead, which templates to use and which changes it may make on its own.

In Close, your AI employee works as the user who signs in. Tasks assigned to that user and notes or comments that mention them go to your AI employee, and the notes, emails and tasks it writes carry that user's name. Sign in with your own Close account and it works as you: your tasks and mentions go to it, and what it writes carries your name. Give it a user of its own, with its name and picture, and your team assigns it work and mentions it like anyone else. That's the cleanest choice.

Close gives a connected app the same access as the user who approves it, so your AI employee sees and does what that user can and nothing more. It can't manage your users, your billing or your connected apps. If it should send email through Close, connect a mailbox to its user in Close first. Texts need one of your Close phone numbers.

Two reactions are on from the start: a task assigned to your AI employee, which it works on and marks done, and a note or comment that mentions it, which it answers. You switch on the others on the Tasks page, each with filters and your own instructions. It never reacts to its own changes, so one update can't set off another. The reaction to incoming email runs for every message that lands in Close, in any user's synced mailbox, so on a busy team pair it with a sender filter.

Common questions

• Will it send emails or texts on its own? Only if your rules allow it. Every change it wants to make in Close is checked first, and your company's rules decide which changes need a person to approve them. Sending an email or a text, or enrolling a contact in a sequence, is a change like any other. Start strict, loosen it per action once the replies look right, or tell it to save drafts instead of sending. The guardrails guide shows how to set rules like these.
• Does it follow our custom fields and statuses? Yes. It reads your lead and opportunity statuses, custom fields, email templates, sequences and smart views, shows custom fields by name and writes them the same way. Tell it what the fields mean during setup and it uses them your way.
• What happens to our CRM data? Close tells AgentTeams when something changes in your organization. Only the changes your AI employee has a reaction for are kept, and the rest are dropped straight away. What it reads and writes while working stays with that employee in your own AgentTeams workspace, and nothing from your CRM is used to train AI.
• How do we stop it? Open the employee's Tools tab, open the Close card and click Disconnect. It stops working in Close at once, Close stops sending changes, and the access is revoked. To end it from Close's side too, remove AgentTeams in Close under Settings, then Connected Apps. What it already wrote in Close stays in place.

Where this fits

Around every call there is CRM work: the note afterwards, the follow-up task, the status that should have moved, the question about a lead that lands in Slack. It waits for whoever is free, which is nobody during selling hours. With Close connected, that work has an owner. Add a weekly pipeline report and the review starts with the numbers instead of with clicking through deals. Close joins HubSpot, Pipedrive and Attio in the sales section of the integrations catalog.

Ready to try it? Open your AI employee's Tools tab and choose Close. New to AgentTeams? See how your first AI employee gets hired.