Integrations

Supercharge Close with Relevance AI

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.

Give your AI Agents Close Superpowers

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

Tools

Equip AI Agents with the Close Tools they need

Relevance AI integrates seamlessly with Close to enhance your customer relationship management workflows.

Close - Search Leads
Enables searching through Close CRM leads by specifying field names and search text, allowing targeted lead discovery and filtering
Close - Custom Action
Provides flexible API interaction with Close CRM through custom HTTP requests, supporting GET, POST, PUT, PATCH, and DELETE methods with configurable URLs and parameters
Close - Custom Action
Provides flexible API interaction with Close CRM through custom HTTP requests, supporting GET, POST, PUT, PATCH, and DELETE methods with configurable URLs and parameters
Close - Update Lead
Modifies existing lead information in Close CRM, including contact details, addresses, status, and custom fields for comprehensive lead management
Close - Create Lead
Creates new leads in Close CRM with detailed information including contact data, addresses, and custom fields for efficient lead entry and organization
Name
Close API Call
Description
Make an authorized request to a Close API
Parameters
["OAuth authentication", "HTTP methods (GET, POST, PUT, DELETE, PATCH)", "Custom headers", "Request body support", "API path configuration"]
Use Case
A sales team automates their lead management by using Close API calls to automatically update contact information and track deal stages, eliminating manual data entry and ensuring their CRM stays current with the latest customer interactions.
Quick Start

Connect Close to Relevance AI in minutes

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.

Get Started

Best Practices for Non-Technical Users

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.