Looking for a Close AI integration? JoySuite connects to your Close CRM, giving AI assistants access to leads, opportunities, calls, and email data. Ask questions in natural language, surface sales insights instantly, and help your team close fasterβwithout digging through call logs or building smart views.
Your sales CRM is full of valuable lead and call data, but finding specific information means scrolling through activity feeds and building smart views.
"Show me all leads that were called this week but didn't answer"
No more scrolling through call logs.
"Find opportunities with confidence above 75% closing this month"
Let AI surface your best deals.
"Pull up all activity for Acme Corp. How many touches have we had?"
Get full context in seconds.
"What's my team's call volume this week compared to last?"
Get metrics without building reports.
"Show me leads with 5+ calls but no opportunity created"
Identify outreach that isn't converting.
"What Slack messages mention leads in my pipeline?"
Combine sales data with other tools.
No smart views required. Connect in 5 minutes.
JoySuite securely connects to Close, making these resources available to your AI assistants.
Access lead records, status, and company information.
View contact information within lead records.
Access deal records, confidence, and value.
View calls, emails, SMS, and engagement history.
Access email communications synced with Close.
View tasks and follow-up reminders.
Use these specialized commands to interact with your Close data directly in conversations.
Retrieve lead details, contacts, and activities.
View opportunity details and timeline.
Search leads with filters and criteria.
Retrieve call history for a lead or time period.
Access email communications for a lead.
Get opportunity pipeline by status or owner.
Combine Close data with other connected systems for deeper insights.
Surface Close lead and opportunity details in Slack conversations. Get instant sales context without leaving your chat.
Connect Close with additional email platforms for complete communication history across all channels.
Link Close activities with Google Calendar or Outlook for seamless meeting scheduling and tracking.
Connect Close data with analytics and BI tools for advanced reporting and sales performance insights.
You control exactly what JoySuite can access within Close.
No. JoySuite connects to Close via API and queries data in real-time. Your sales data stays in CloseβJoySuite just makes it searchable through AI.
Read access by default for searching and viewing records. Write access is optional and enables features like creating leads and logging activities. You control permissions during setup.
Yes. During configuration, you choose which data types are available to your AI assistants. You can restrict access based on your security requirements.
About 5 minutes. Generate an API key in Close, enter it in JoySuite, choose your settings, and start asking questions about your sales data.
Yes. Each team member can connect using their own API key, and JoySuite respects individual permissions and visibility settings.
These connectors work great alongside Close.
Give your AI assistants access to your Close data. Get started in minutes.
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