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