Lead Enrichment Automation on Close, Powered by AI
Run Lead Enrichment on top of Close with an Vayan AI agent. Faster execution, fewer errors, zero manual busywork.
84 contacts enriched. Latest write-back:
Meeting notes
- • Title: VP of Operations · Series B (Mar 2024) · 80 FTE.
- • Stack: HubSpot, Stripe, Notion, Slack, Linear.
- • Buying signals: 2 ops hires last 60d, recent G2 review search.
How does Close work for lead enrichment automation?
Close works for lead enrichment automation by powering an Vayan AI agent that runs the workflow end-to-end inside your existing tools — no code, no custom build. The agent connects to Close alongside the other apps your team already uses, watches for the triggers that matter for lead enrichment, and takes the next step on its own while keeping a complete audit trail for review. AI enriches leads with company data, social profiles, technographics, and intent signals. Teams typically see near-complete for inbound records once the agent is in production. You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Read the meeting transcript end-to-end
- 2Extract decisions, commitments, and next steps
- 3Update the deal record and advance the stage if criteria met
- 4Notify the right teammate with the relevant context
Get started in three steps
Connect Your Close Account
Authorize Close via OAuth in one click. Vayan AI maps your contacts, deals, and custom fields automatically.
Set Up Sales Automation Rules
Define triggers — new lead, deal stage change, stale pipeline — and the AI actions to take in Close.
Launch & Track Revenue Impact
Your AI agent starts working inside Close. Track leads processed, deals influenced, and time saved on your dashboard.
Title: VP of Operations · Series B (Mar 2024) · 80 FTE.
Action items extracted; assignees notified in Slack.
Three deals moved to next stage; risks flagged for the AE.
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Agent2:47 PM
Updated Salesforce · Contacts with the meeting outcome.
- Agent2:46 PM
Advanced deal stage; the criteria for Proposal were met.
Reason: Budget confirmed and decision-maker identified per stage definition.
- Agent2:45 PM
Wrote meeting notes for Contact · Sam Okafor (Beacongrid).
- Agent2:44 PM
Read the transcript and extracted action items.
- Agent2:30 PM
Triggered by call end event in Granola.
Frequently asked questions
Most users connect Close and launch their first lead enrichment automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure lead enrichment-specific rules through a visual no-code builder.
All data exchanged between Close and Vayan AI during lead enrichment processing is encrypted in transit and at rest. We use OAuth tokens for Close access, never store raw credentials, and maintain full audit logs of every lead enrichment action.
Vayan AI connects natively with Close to handle the full lead enrichment workflow. The AI agent monitors Close events, processes lead enrichment tasks automatically, and writes results back to Close — no copy-pasting or tab-switching required.
The lead enrichment agent scales automatically as your Close activity grows. Whether you process 10 or 10,000 lead enrichment tasks per day from Close, the AI handles the volume without slowdowns or additional configuration.
No coding required. The no-code builder walks you through connecting Close and configuring lead enrichment rules visually. Your team can set up, modify, and manage Close-based lead enrichment workflows without any developer involvement.
When the AI hits an edge case during lead enrichment processing in Close, it escalates to your team with full context — the Close record, what was attempted, and why it needs review. Your lead enrichment pipeline never stalls or loses data.
Teams automating lead enrichment through Close typically save 10-20 hours per week on manual processing. The ROI dashboard tracks time saved, tasks completed, and error reduction so you can quantify exactly what Close-powered lead enrichment automation delivers.
Yes. You can create parallel lead enrichment workflows that respond to different Close events or conditions. For example, one lead enrichment flow for new Close records and another for updated ones — each with independent rules and actions.
Vayan AI connects to Close via one-click OAuth, then runs lead enrichment workflows that read and write Close data on a schedule or in response to triggers. You configure the rules once; the agent executes lead enrichment across every relevant Close record without developer involvement.
Close holds the data; AI supplies the judgment and throughput. Together they turn lead enrichment from a manual, inconsistent process into one that runs at machine speed with a consistent quality bar — freeing your team to focus on the Close-adjacent work that genuinely needs human attention.
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