Close integration

CRM and support connector, available on Zeplik

Close is available as an integration on Zeplik, the AI assistant that works across every model in one chat. Connect Close and Zeplik can act on your customer relationships and support for you: Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive. You stay in the conversation while the assistant does the work in Close directly.

Zeplik exposes 1 read action and 5 write actions for Close. Read actions run automatically; write actions stay off until you enable write access in Settings, so nothing is changed in Close without your consent.

Connect Close on Zeplik

Try Close on Zeplik

Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

What Zeplik can do with Close

Read from Close (1)

Runs automatically in any conversation.

  • Get note

    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 ranges. the tool returns details such as note content, creation and update dates, and any associated attachments.

Act in Close (5)

Runs only after you enable write access.

  • Create sms

    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. it includes parameters such as local phone, remote phone, text, status, and source.

  • Create call

    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 optional support for contact id, phone, duration, note, recording url, and user id.

  • Create lead

    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, website url, lead status, contacts, and addresses. it operates by sending a request to the api endpoint /lead/ on the close crm platform.

  • Create task

    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 the provided text, due date, and is complete flags.

  • Delete call

    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 activity using its unique call id and cannot be undone.

How to connect Close

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try Close immediately.

  2. Connect Close

    Open Settings and go to Connectors, then press Connect on Close. You can also connect from the Close page in the app.

  3. Add your Close API key

    Paste your Close API key when prompted. Zeplik stores it securely on the server and starts working with Close right away.

Frequently asked questions

Can I use Close with Zeplik?
Yes. Close is available as an integration on Zeplik. Connect it once and the AI assistant can work with your Close account inside any conversation.
What can Zeplik do with Close?
Once connected, Zeplik has 1 read and 5 write actions for Close. Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive.
How do I connect Close to Zeplik?
You connect Close by pasting your own Close API key in Settings under Connectors. There is no separate app to install.
Does Zeplik change things in Close without asking?
No. Zeplik reads from Close by default. Any action that changes data in Close requires write access, which stays off until you enable it in Settings under Connectors.
How much does connecting Close cost?
Connecting Close is free. You only spend Zeplik credits when the assistant runs, and new accounts start with free credits.

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