Connect Close and Expertise can work your pipeline with you: find leads and contacts, check opportunity stages, log a call, and keep tasks up to date. Reads run instantly; anything that creates, changes, or deletes a record pauses for your approval first.

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What you can ask

“Find the lead for Acme and show me their open opportunities.”
“Who are the contacts at Acme, and what’s their status in the pipeline?”
“Log a note on the Acme lead summarizing today’s call.”
“Move the Acme opportunity to the Negotiation stage.” (asks for approval first)
“Create a follow-up task for me to call Jane next Tuesday.” (asks for approval first)

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Connecting

  1. Open Connections in the dashboard and click Close CRM → Connect.
  2. When asked for an API key, create one in Close under Settings → API Keys, then paste it into the dialog.
  3. Ask Expertise about a lead or opportunity to confirm it’s live.

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Tools

In Close, a lead is a company/account, contacts are the people under it, and opportunities are deals, opportunity value is tracked in cents.

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Good to know

  • Deletes are permanent. Deleting a lead also deletes its contacts and activity history, Expertise confirms the exact record with you before a delete, and it never deletes anything you only asked it to read or summarize.
  • close_log_call records history, it doesn’t dial. It’s for noting down a call that already took place, not for placing one.
  • Every write pauses for your approval, the approval card shows the exact record and field values before anything is saved.

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Troubleshooting

It searches by name, email, or other fields, try being more specific (e.g. a full email address) or ask it to list recent leads instead.
Deletes in Close are irreversible, so Expertise always confirms the exact record first and won’t guess which one you mean if more than one match is possible.