Close is a powerful CRM tool designed to streamline lead management and customer interactions. With Relevance AI, you can elevate your CRM experience by leveraging AI Agents to automate processes and extract valuable insights from your data.
Close provides a robust platform for managing leads and customer interactions. Relevance AI amplifies this by enabling intelligent AI Agents to automate tasks, analyze data, and drive insights from your CRM operations.
Intelligent Pipeline Orchestration
The AI agent automatically optimizes sales pipelines by analyzing interaction patterns and adjusting lead prioritization in real-time
Predictive Communication Mastery
Leverages historical data to determine optimal timing and channels for customer engagement, enhancing response rates and conversion potential
Dynamic Lead Qualification
Evaluates and scores leads in real-time based on behavior patterns, interaction history, and custom qualification criteria
Relevance AI integrates seamlessly with Close to enhance your customer relationship management workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Relevance AI account
- An Airtable account with access to the base and table you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Close and Relevance AI integration streamlines your customer relationship management by automating lead data handling through secure API interactions. With OAuth-based authentication, only authorized workflows can access your Close CRM data, ensuring security and compliance.
This integration simplifies essential CRM operations such as creating, updating, and searching leads, while also allowing for custom API calls. Relevance AI manages these operations in the background, so you can focus on building relationships without worrying about errors or data formatting issues.
Built-in validation and type conversion ensure that your workflows run smoothly, even when dealing with varying data formats. By implementing best practices like error handling and data management, you can optimize performance and maintain the integrity of your lead data.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Close + Relevance AI integration without writing code:
- Start with a clean Close CRM: Use clear lead names and consistent data formats for contacts and descriptions.
- Utilize pre-built API calls: Relevance AI provides templates for creating, updating, and searching leads—perfect for quick implementation.
- Connect securely: Ensure you have the correct OAuth credentials and permissions set up during integration.
- Test before scaling: Execute API calls on test leads first to avoid widespread data issues.
- Monitor API usage: Implement request throttling and batch operations to stay within rate limits and prevent throttling.
