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Give your agent Close access during every call. Log, look up and follow up without leaving the conversation.

Close is the CRM many sales teams run their calls from. Connect your Close account and your agent can work the same records your team does. It can look up a lead, log a call with its notes, create a new lead from a caller's details, and set a follow-up task for your team. Everything lands in Close as it happens, so nothing is re-typed after the call ends.

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What your agent can do with Close

  • Create a new lead in Close from the details a caller gives
  • Log inbound and outbound calls against the right lead, with duration and notes
  • Create follow-up tasks with a due date for your team
  • Read recent notes on a lead so the agent can pick up where the last conversation ended
  • Send an SMS to a lead and log it in the lead's activity timeline

Close exposes 14 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

New lead from an inbound call

  1. Caller

    Hi, I'm Dana from Brightline Dental. We're looking for a cleaning contract for our two offices.

  2. Agent

    Happy to help, Dana. I've added Brightline Dental to our system as a new lead. Can I take a number to reach you on?

  3. Caller

    Sure, it's 415 555 0142.

  4. Agent

    Thanks. A member of our team will call you tomorrow morning to talk through the two offices.

Follow-up on an existing lead

  1. Caller

    Hi, it's Marcus Reid from Harbor Plumbing. Did anyone check on my quote?

  2. Agent

    Hi Marcus. I can see your account in our records and our last note from Tuesday says the quote for the water heater was sent. Would you like us to set up a call with the team?

  3. Caller

    Yes, Thursday afternoon if possible.

  4. Agent

    I've set a task for the team to call you Thursday at 2 pm. You'll get a confirmation shortly.

Outbound call to a lead

  1. Agent

    Good morning, this is calling from Greenfield Landscaping on behalf of Ortiz Realty. Am I speaking with Lena Ortiz?

  2. Caller

    Yes, this is Lena.

  3. Agent

    Thanks, Lena. You asked us to call about spring garden maintenance for your three properties. Is now a good time to go over the options?

  4. Caller

    Actually, could you call back Friday around 10?

  5. Agent

    Of course. I've noted that and logged the call. We'll reach out Friday at 10 am.

How to connect Close

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Close

    From Integrations in the dashboard, choose Close and enter the connection details from your Close account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Close actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All CRM & sales integrations

Questions, answered.

Does it work during the call or after it?

Both. Your agent can look up leads, create records and set tasks while the caller is on the line. It can also log the call with notes and duration once it ends.

What do I need to connect Close?

An active Close account. Enter your Close credentials from the Close settings in the AgentCalls dashboard. Your agent then uses the same permissions your team has.

Is Close included in my plan?

Integrations are included from the Growth plan. On a lower plan you can upgrade from the dashboard at any time.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Close.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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