Close
Sales automation and CRM integration for Close
Connect it
In Keystile Automations → Connections → New connection, choose Close and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.
Try it from your AI tool
Using Keystile, in Close: find contact (Search for contacts by name, email, or other criteria with advanced filtering).What it can do (6 actions)
| Action | What it does | Changes data |
|---|---|---|
| Create Contact | Creates a new contact. | Yes |
| Create Lead | Creates a new lead. | Yes |
| Create Opportunity | Create a new opportunity. | Yes |
| Custom API Call | Make a custom API call to a specific endpoint | Yes |
| Find Contact | Search for contacts by name, email, or other criteria with advanced filtering | |
| Find Lead | Search for leads with advanced filtering options |
Start a workflow when… (3 triggers)
- New Lead Created — Triggers when a new lead is created.
- New Contact Added — Triggers when a new contact is created.
- New Opportunity Added — Triggers when a new opportunity is created.
How Keystile protects it
Every Close action is checked before it runs, whether it comes from an AI tool or a workflow. 4 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.
Use Close with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.
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