Close integration
Revenue desks read leads and activity, and draft the next touch for each lead.
In the Koshra app catalog, not yet used in our own workspace · CRM and sales
How bots reach it
- Composio connection. Reached through a Composio connection, with a per-bot allowlist so each bot only sees the apps its role needs.
Roles that would use it
- pipeline_deskKeep the account and people list current, deduped and staged.
outbound_deskDraft the sequence for a named account and a named offer.
Connect Close from the app, then add it to the allowlist of each bot that needs it.
Rules
- No bot can use it until you add it to that bot's allowlist; bots start with no apps.
- Set its write tools to Ask, so each change waits on an approval card.
- Set its send tools to Ask, so each message waits on an approval card.
- Every tool call is checked against your Allow, Ask or Block rules first.
Official site: www.close.com
Also in this group: HubSpot, Twenty CRM, Clay, Apollo, Salesforce, Pipedrive, Attio, Zoho CRM
Also as Markdown for AI agents.
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