Close

Close AI Integration

CRM & Sales

With Close connected, your assistants can answer questions from your leads, contacts, opportunities, call logs, and synced emails. Ask which leads were called this week but didn't answer, or how many touches you've had with Acme Corp.

Access Mode
Read & Write
Setup Time
~5 minutes
Auth Method
API Key
Available soon Read-only by default

Connect Close to JoySuite

Your assistants look up Close leads, call logs, and opportunities when someone asks.

Available soon. Setup takes about 5 minutes once it's ready.
Join Waitlist

What you can do

Seeing every lead you called this week who didn't answer usually means scrolling the activity feed or building a smart view.

Find leads by call outcome

"Show me all leads that were called this week but didn't answer"

List the leads called this week who didn't pick up.

Find high-confidence opportunities

"Find opportunities with confidence above 75% closing this month"

See opportunities above a confidence level that are due to close this month.

Prepare for a call

"Pull up all activity for Acme Corp. How many touches have we had?"

Pull every touch with an account, calls and emails included, before you dial.

Compare call volume week to week

"What's my team's call volume this week compared to last?"

Ask how this week's call volume compares with last week's.

Find outreach that isn't converting

"Show me leads with 5+ calls but no opportunity created"

See leads with many calls and no opportunity created.

Check Slack for mentions of your leads

"What Slack messages mention leads in my pipeline?"

Find Slack messages that mention leads in your pipeline.

What Your Assistants Can Access

JoySuite securely connects to Close, making these resources available to your assistants.

🎯

Leads

Access lead records, status, and company information.

Lead Name Status Company Address Owner
👤

Contacts

View contact information within lead records.

Name Title Email Phone Lead
💰

Opportunities

Access deal records, confidence, and value.

Opp Name Value Confidence Status Owner
📞

Activities

View calls, emails, SMS, and engagement history.

Type Direction Duration Date Lead
📧

Emails

Access email communications synced with Close.

Subject From To Date Lead
📝

Tasks

View tasks and follow-up reminders.

Text Due Date Assigned To Lead Completed

Connector Commands

Use these specialized commands to interact with your Close data directly in conversations.

/close lead

Get Lead

Retrieve lead details, contacts, and activities.

/close opportunity

Get Opportunity

View opportunity details and timeline.

/close search

Search Leads

Search leads with filters and criteria.

/close calls

Get Call Log

Retrieve call history for a lead or time period.

/close emails

Get Emails

Access email communications for a lead.

/close pipeline

View Pipeline

Get opportunity pipeline by status or owner.

Commands respect your permissions and access settings.

Connect Close to Your Other Tools

See how Close works with your other connected tools.

📞
+
💬

Close + Slack Integration

See what your team said in Slack about a lead next to its Close record.

📞
+
📧

Close + Gmail/Outlook Integration

Bring emails from Gmail or Outlook into answers about a Close lead.

📞
+
📅

Close + Google Calendar Integration

Match Close activities to meetings in Google Calendar or Outlook.

📞
+
📊

Close + Analytics Integration

Combine Close data with your BI tools to answer questions about sales performance.

Permissions & Access Control

You control exactly what JoySuite can access within Close.

Default

Read Access

Read-only is the default for every connector. Your assistants can search and retrieve data, and they change nothing in Close unless your IT team turns on write access.

  • Search and query records
  • View record details and history
  • Access related records and associations
  • View reports and dashboards
Requires IT approval

Write Access

Write access is off by default. It's available only where your IT team explicitly approves and enables it.

  • Create new records
  • Update existing records
  • Add notes and activities
  • Manage associations
For your IT team Security & safety How JoySuite works with your LMS

Frequently asked questions

Does JoySuite store my Close data?

No. JoySuite connects to Close via API and queries data in real-time. Your sales data stays in Close. JoySuite reads it from Close when you ask a question and doesn't keep a copy.

What Close permissions does JoySuite need?

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.

Can I limit which Close data JoySuite can access?

Yes. During configuration, you choose which data types are available to your AI assistants. You can restrict access based on your security requirements.

How long does setup take?

About 5 minutes. Generate an API key in Close, enter it in JoySuite, choose your settings, and start asking questions about your sales data.

Can multiple team members connect their Close accounts?

Yes. Each team member can connect using their own API key, and JoySuite respects individual permissions and visibility settings.

Related Connectors

Other connectors people use with Close.

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HubSpot

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Salesforce

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Slack

Slack

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Connect Close when it launches

Join the waitlist and we'll tell you when the Close connector is available.

Join Waitlist