Pick a template → connect your tools → go live in 2 minutes.
An Aircall outbound call ends and Create Call in Close records the duration, recording URL, and call outcome on the matching lead record.
Aircall: Outbound call ends
Vayan AI: Match & assign
Close: Create call log record
A Zapier trigger matching 'schedule request' in Gmail fires Create SMS Message in Close so reps text the prospect a booking link within minutes.
Gmail: Schedule request email received
Vayan AI: Match & assign
Close: Create SMS message
An event occurs in Close or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Close and other tools — no manual work required.
Close simplifies workflows, while Vayan AI empowers these tasks with AI Sales Agents.
When a new lead lands in Close, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
Route high-value deal movements from Close to a Slack channel the instant they cross a threshold.
Log call summaries and next steps from Zoom or Meet straight into the matching Close contact.
Flag and merge duplicate Close contacts as they appear instead of quarterly cleanup sprints.
Ready-to-use Close actions you can add to your agents instantly.
Custom API calls to Close with full control for advanced use cases.
Sign in to your Vayan AI account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes Vayan AI to access your API using API Key.
Choose "Close" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure API Key authentication, ensuring only authorized workflows access your Close data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Inside Sales Software CRM with Calling & Emailing With Vayan AI, you can connect Close to Adversus, Clearbit, Contacts+ and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a crm tool, Close connects with other crm apps like Adversus, Clearbit, Contacts+, Flexie through Vayan AI's integration platform. Build multi-step automations that combine Close with AI-powered decision making, data transformation, and cross-app orchestration.
Every item is a real, named endpoint from Close's API. Your agent can watch events and run 6 actions — no glue code.
Things the agent can do
This tool creates a new sms message in close. the tool allows sending immediate sms messages or logging received sms messages using the provided phone numbers and message content…
Creates a new call record in close.com. this tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead id, direction, and …
This tool creates a new lead in close crm. it allows users to create a lead with basic company information and optional contact details, including company name, description, webs…
This tool creates a new task in close.com. tasks are used to track to-do items and can be associated with leads. the tool will create a task with the specified parameters using t…
This tool allows you to delete a specific call activity in close.com. it is useful for removing incorrectly logged calls or cleaning up call records. the action deletes a call ac…
This tool retrieves a list of note activities from close. it allows users to fetch notes with optional filtering parameters, including filtering by lead id, user id, and date ran…
Curated for Close's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with Close.
