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AI Agents with Close

Enhance Close CRM with GoZupees AI voice agents for inside sales automation

Inside Sales Acceleration

The GoZupees Close integration brings AI automation to the CRM purpose-built for inside sales teams. Close's built-in calling, email, and SMS capabilities combine with GoZupees AI agents to create a powerful automated sales machine.

Native Calling Integration

Close includes built-in VoIP calling, and GoZupees AI agents extend this capability with intelligent automation. Handle inbound qualification, execute outbound sequences, and ensure every prospect receives timely, personalized engagement.

Sales Sequences

Close's Sequences feature automates multi-touch outreach across email, call, and SMS. AI agents participate in these sequences, handling voice touchpoints while maintaining consistency with other channel communications.

Power Dialer Enhancement

Close's Power Dialer accelerates outbound calling, and AI agents can handle initial qualification before connecting to human reps. This hybrid approach maximizes contact rates while ensuring quality conversations.

Smart Views

Close's Smart Views automatically surface leads requiring attention. AI agents can work through Smart View queues, handling routine follow-ups and escalating complex situations to human sales reps.

Pipeline Visibility

Close's pipeline reporting includes AI agent activities alongside human performance. Track conversion rates, deal velocity, and revenue attribution with complete visibility into automated contributions.

Startup-Friendly Focus

Close's focus on startup and scale-up sales teams means rapid deployment and immediate productivity. No complex configuration—AI agents integrate naturally into existing Close workflows.

What This Integration Enables

  • Handle inbound lead qualification
  • Execute outbound call sequences
  • Send follow-up SMS messages
  • Update lead and contact records
  • Progress deals through pipeline
  • Log activities automatically
  • Trigger sequence steps

Use Cases

Inbound Qualification

Qualify inbound leads through conversation

Outbound Sequences

Execute outbound sales sequences

Power Dialer Support

Enhance Power Dialer with AI qualification

Smart View Processing

Work through prioritized Smart View queues

Pipeline Updates

Update sales pipeline from conversations

SMS Follow-Up

Send SMS follow-ups after calls

Activity Tracking

Automatically log all call activities

Sequence Triggers

Trigger sequence steps from call outcomes

Data Synced with Close

Object Fields Written
Leads name, contacts, status, opportunities, tasks
Contacts name, email, phone, title, custom_fields
Opportunities value, status, confidence, close_date
Activities type, direction, duration, note, sequence_id

Setup & Configuration

  1. 1 Connect Close account
  2. 2 Configure calling integration
  3. 3 Set up Sequences with AI steps
  4. 4 Configure Smart Views
  5. 5 Map pipeline stages
  6. 6 Enable activity logging
  7. 7 Test sequence execution

Security & Data Handling

  • SOC 2 Type II certified
  • GDPR compliant
  • SSO support
  • Data encryption
  • Role-based access
  • API security

Get Started with Close

Ready to automate your Close workflows with GoZupees AI voice agents? Book a demo to see how we can help streamline your operations.