Close integration

Sales automation and CRM integration for Close. Use Close from Zoft voice agents, chat agents, workflows and AI employees.

API key
6 actions
3 triggers

Get early access Talk to sales

Starts withNew Lead Created
ZoftAgent or workflow decides what happens next
Then in CloseCreate Lead
AndCreate Contact

Illustrative flow built from Close’s real triggers and actions.

Zoft + Close

What Zoft can do with Close.

01Voice agentsA phone agent can use Close actions such as Create Lead and Create Contact during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Close while it talks to the customer.
03WorkflowsStart a workflow when “New Lead Created” happens in Close, or use Close as any step on the canvas.
04AI employeesAn AI employee can find and use Close actions on its own, and ask for your approval before it sends or changes anything important.

Actions 6

Things Zoft can do in Close.

Find LeadSearch for leads with advanced filtering options
Create LeadCreates a new lead.
Find ContactSearch for contacts by name, email, or other criteria with advanced filtering
Create ContactCreates a new contact.
Custom API CallMake a custom API call to a specific endpoint
Create OpportunityCreate a new opportunity.

Triggers 3

Events in Close that can start a workflow.

New Lead CreatedTriggers when a new lead is created.
New Contact AddedTriggers when a new contact is created.
New Opportunity AddedTriggers when a new opportunity is created.

Setup

Connect Close in three steps.

01ConnectChoose Close in Connections and paste an API key from your Close account.
02Put it to workAdd Close as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Close on Zoft, answered.

What can Zoft do with Close?

Zoft supports 6 actions and 3 triggers for Close. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Close to Zoft?

Choose Close in Connections and paste an API key from your Close account.

Can a voice agent or chat agent use Close?

Yes. Once Close is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Close without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Close to work in your operation.