Supercharge Close with Relevance AI
Inside Sales Software CRM with Calling & Emailing. Manage leads, opportunities, and customer relationships with built-in communication tools.
What your agents can do with Close
Pre-built Close tool steps, ready to drop into any agent or tool. Each step lists the inputs your agent fills in when it runs.
Create Lead
Creates a lead.
Update Lead
Updates a lead.
Search Leads
Search leads with a given field and word.
Custom Action
Makes an arbitrary call to the Close API.
New Lead
Emit new event when a new Lead is created
New Opportunity
Emit new event when a new Opportunity is created
New Lead Status Change
Emit new event when a Lead's status is changed
New Custom Event
Emit new event when the configured types of events are triggered.
Custom API call
Need something the pre-built steps don't cover? Call any Close API endpoint directly with your connected account, using an API tool step.
Connect Close in four steps
You don't need to be a developer to set up this integration.
Open Relevance AI
Sign in to Relevance AI, or create a free account to get started.
Connect your Close account
Add your Close API key under Integrations. Access Close.com Home > Settings > Developer and create an API Key for Pipedream.
Create a new tool
Create a tool, the reusable building block your agents run.
Add a Close tool step
Pick a Close tool step, configure its inputs, and your agents can start using it.
Built for enterprise teams
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.
Security & data privacy
- Data residency
- PII masking
- Audit logs
- No training on your data
Access & controls
- Role-based access control
- SSO / SAML
- Human-in-the-loop approvals
- Version control
Monitoring & oversight
- Real-time monitoring
- Full agent tracing
- Cost visibility
- OTEL & Delta Share export
Put Close to work in your agents
Connect Close alongside 2,000+ other integrations and let your agents run the busywork.