Close
Sales productivity CRM with built-in calling, SMS, and email for managing leads, contacts, opportunities, and activities.
Three ways to use Close
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Close.
Bulk Update Tasks
Update multiple tasks at once matching filter criteria.
Create Contact
Create a new contact, optionally associated with an existing lead.
Create Email Template
Create a new reusable email template.
Create Lead
Create a new lead with optional contacts, addresses, and custom fields.
Create Lead Status
Create a new lead status.
Create Note
Create a note activity on a lead with plain text or HTML content.
Get started automating Close
Ready-to-use workflows
Prompts using Close
Turn closed-won Close deals into a full customer onboarding handoff
When a Close deal hits closed-won, spin up an Asana onboarding project, draft a welcome email, and post a Slack handoff brief so customer success picks up from day one.
Calendly bookings into Close with Apollo enrichment and Slack prep briefs
When a prospect books on Calendly, enrich them with Apollo, sync the lead in Close, and post a Slack prep brief so the rep walks in already researched.
Turn failed Stripe payments into Close recovery tasks
When a Stripe charge or invoice fails, open a same-day recovery task on the matching Close lead and ping your revenue channel in Slack.
Daily Slack nudge for stalled Close deals
Every weekday at 8am, find Close opportunities that have gone quiet, draft a re-engagement message per deal, and post one prioritized Slack thread per rep.
Sync Fathom calls to Close and post action items in Slack
Every 30 minutes, log new Fathom call recordings as Close notes, create tasks for each action item, and post a Slack recap so nothing falls through the cracks.
