Close, without leaving the thread.
Ask for the lead, read what happened, move the opportunity or queue the sequence, and Cedric proposes the change in Close before it runs.
100K credits ($50) on sign up. No card needed.
- Close keeps the calls, emails and texts on the lead; the question is usually what happened and what is next.
- Ask with a saved view or in plain words: leads untouched for two weeks, everything on one company, the opportunities closing this month.
- Cedric reads the activity history on a lead, calls, notes, emails and texts, and summarizes it before the next conversation.
- Opportunities move through stages with value, confidence and close date, and tasks get created, completed or reassigned, on your yes.
- Bulk edits and deletions are hard to undo, so Cedric confirms them, and calls or emails still send through your connected accounts.
What can a Close AI agent do?
Reading first. Cedric searches leads, contacts and companies in Close using your saved views or an ad-hoc query, and pulls the activity history tied to a lead: the calls, notes, emails and text messages, in order. He lists team members, groups, pipelines and custom field definitions, which is how a request like "the leads in Sarah's group with no activity since August" is answered against your own setup. For a date range he pulls activity counts and opportunity summaries, the numbers a Monday review usually needs.
Then the record. Cedric creates and updates lead records, contact details, addresses and custom fields. He tracks opportunities through pipeline stages, including value, confidence and expected close date. He creates, completes and reassigns tasks and reminders for reps, and adds leads to or removes them from email sequences and follow-up workflows. Each of these comes back as a proposal first, which is what keeping the CRM current looks like when nobody has to type into it after every call.
Calls and emails come from your own accounts. Phone calls and emails still go out through the accounts connected to Close, so a sequence Cedric adds a lead to sends through your configured email account, on your schedule, and Cedric asks before adding anyone.
Before the call
What happened with this lead, in one reply.
Jordan Whitaker9:14 AM
@Cedric I have Brightline Studio in ten minutes. What has happened with them, and if there is no open task, set one for me to send the proposal by Friday.
CedricAPP9:15 AM
Brightline Studio, lead owner you, status Qualified. Last 30 days: two calls (12 and 26 August, the second one 18 minutes), one email from you on the 27th with pricing, no reply yet, one text from them on the 29th asking about onboarding time. Open opportunity: "Brightline, team plan", 6,400, confidence 60 percent, closing 19 September. No open task. Proposed: a task for you, "Send proposal to Brightline", due Friday 5 September.
Looked up
Leads, contacts and companies through saved views or a plain question, with the activity history read back in order.
Moved
Opportunities through stages with value, confidence and close date, and tasks created, completed or reassigned, on your yes.
Queued
A lead added to or removed from an email sequence or follow-up workflow, proposed first, sent through your own accounts.
Connect Close with your own key
No setup project, no workflow builder, no field mapping. The flow is the same for every tool Cedric connects to.
- 01
Install Cedric where your team talks
One click. He joins your Slack like any other member, and everyone shares the same Cedric.
- 02
Connect Close from the dashboard
Open the Integrations page, pick Close and paste an API key from Close's settings. You can revoke the connection in one click at any time.
Pick Read-only when you connect if you only want him reading. You can switch it later.
- 03
Ask in plain words
Back in the channel, try it: "which leads have had no activity in two weeks?" You describe the outcome; Cedric picks the Close actions the ask needs. There is nothing to configure.
Connect for the whole workspace so the team shares it, or keep the connection personal. Two accounts are fine too; each gets a short name.
- 04
Let it become routine
Schedule the recurring version of the ask, and let Cedric fold Close into bigger jobs that cross your other tools. Anything that would leave your workspace still comes back as a preview to approve first.
Better in company
A demo booked in Google Calendar and a lead in Close are the same conversation. Ask Cedric to prepare for the next call and he reads the invite, summarizes the Close history and proposes the task that should follow.
The weekly numbers, activity counts and opportunity summaries by rep, can land in Google Sheets next to the targets, or in a Notion page the team already reads, from one ask.
Worth knowing
Close comes from Cedric's catalog of 3,200+ apps. He works from what the Close connection can read and do, the same list its card shows in your dashboard.
Bulk edits and deletions are hard to undo. Cedric can update many leads at once or remove records, and he confirms the exact set before doing either. Nothing is deleted in bulk on a guess.
Calls and emails still send through your connected accounts. Cedric never invents a call or an email; adding a lead to a sequence means your configured account sends it, and Cedric asks first. Requests are also rate limited.
The Close connection sets the scope. Cedric sees what it grants. Access is logged, and you can revoke it from the dashboard at any time.
Nothing sends itself. An email, a post, a change to a record: anything with consequences comes back as a preview for a person to approve.
FAQ
Yes. Close is one of the 3,200+ apps in Cedric's catalog. Connect it once from the dashboard, with an API key from Close's settings, and ask in plain words. Cedric picks the actions an ask needs from what the connection can read and do, with no fields to map.
No. Your sequences keep running as you built them. Cedric adds a lead to one or removes it, on your yes, and the sending itself still happens through the email account connected to Close.
Yes, the activity history that Close stores on the lead: calls, notes, emails and text messages. He reads them to summarize what happened before a call, and can log a new note or call after one.
Connect it for the whole workspace and everyone shares it, with one person authorising once. A connection you would rather not share, a personal inbox for instance, can stay personal to you.
Yes, and it starts that way: a key connection is read-only until you turn writes on. Even with writes on, anything that changes or sends waits for an approval.
Every workspace starts with 100,000 free credits (worth $50) on sign-up, no card. Plans start at $19 a month for the whole team, no seats. Each task uses credits in proportion to the work. See pricing.
Works well with Close
ApolloProspects searched, records enriched, sequences and deals managed from the thread, on your yes.
AttioPeople, companies and deals looked up and updated from the thread, on your yes.
HubSpotLooks up contacts, companies and deals, keeps them current, reports on the pipeline.
SalesforceAccounts, deals and cases looked up, logged and updated from the thread, on your yes.
PipedriveDeals found, moved, marked won and followed up from the thread, on your yes.
Zoho CRMLeads, deals and activities looked up, logged and converted from the thread, on your yes.
Connect Close in a minute.
Ask which leads have gone quiet, then let him prepare your next call.
100K credits ($50) on sign up. No card needed.