AgentDesk + Close CRM
Your agent works inside Close — following up on leads, logging call activity, and keeping your pipeline moving without rep manual entry.
What Your Agent Can Do with Close CRM
Read Access
- ✓Read lead and contact records with full activity history
- ✓Pull opportunity stage and value data
- ✓Monitor leads with no recent activity
- ✓Read call and email activity logs
- ✓Access sequence enrollment status
Write Actions
- ✓Create and update lead records
- ✓Log call outcomes and meeting notes
- ✓Enroll leads in email sequences
- ✓Update opportunity stages
- ✓Create tasks and reminders for reps
Real-World Use Cases
Instant Lead Response
New leads entering Close from any source receive an automated personalized email within 60 seconds, logged to the lead timeline — before any competitor can reach them.
Stale Lead Re-Engagement
Leads with no activity in 14 days trigger an automatic re-engagement sequence from your agent — personalized, tracked, and halted when the lead responds.
Call Follow-Up Automation
After every logged call in Close, your agent sends a follow-up email summarizing what was discussed and the agreed next step — within 2 hours, automatically.
Get Connected in 3 Steps
Connect Close CRM
Authorize AgentDesk with your Close account via API key. Select the lead statuses and pipeline stages your agent should monitor.
Configure Sequences
Define follow-up sequences, re-engagement triggers, and call follow-up templates for each lead type and pipeline stage.
Activate
Your agent works your Close pipeline automatically — responding, following up, and keeping deals moving without rep manual effort.
Ready to connect Close CRM?
Setup takes under 10 minutes. Your agent starts working immediately.