Automate Close
Follow-ups slip because logging the call and scheduling the next step is the thing you skip when you're busy.
Never drop a follow-up again. AI agents keep leads current, enrich records, and create the next task after every activity — proposing changes before they're written.
You
From connected to handled in three steps
No code, no setup project — connect once and your agent gets to work, with you in control of anything that ships.
Connect Close
Link your Close account in one click — no API keys to manage, no setup project. Your agent gets secure access to do the work.
Your agent works in Close
It keep leads and opportunities current, enrich records, and more — reasoning over your data and drafting each action with full context.
You approve before it ships
Every change and message waits for your one-click approval, so nothing leaves Close without your sign-off.
The work your Close agent takes off your plate
Real operational tasks, drafted and executed — not just rules and triggers.
Your agent updates statuses and enriches leads as activity comes in.
Your agent summarizes movement and at-risk deals for the sales sync.
Your agent schedules the next call or task after each activity.
Your agent flags leads with no recent contact and drafts a re-engagement note for your approval.
Built for teams that run lean
AI automation agencies
Running Close for five clients means five accounts to stay on top of. Your agent handles them all from one place — drafting, updating, and acting, with your approval on anything that ships.
Lean startup teams
You can't hire a full-time ops person yet. Your agent runs the busywork in Close — keep leads current, draft a pipeline review — so you stay focused on the product.
The managed agent, not another rulebook
Most teams reach for spreadsheets, a half-built script, or a brittle automation rule. Here's the difference.
Every record, reply, and update in Close is on you — and the queue never stops growing.
Your agent does the repetitive Close work and you just approve what matters.
Wiring up your own Close automation means code, hosting, credentials, and ongoing maintenance.
AgentOrg is fully managed — connect Close and your agent is working in minutes, nothing to maintain.
Rule-based tools fire blindly — no judgment, no context, and no approval step before they act.
Your agent understands your Close data, drafts the right action, and waits for your sign-off.
More integrations in CRM
If your stack has more than Close in it, an agent can work across the rest of it too.
ActiveCampaign
A nurture sequence has been emailing the wrong segment for a week, and you only catch it when someone replies ‘why am I getting this?’
Attio
Your CRM has the same contact three times and a pipeline view you can't quite trust for the forecast.
Capsule CRM
An opportunity has sat at the same milestone for six weeks, and the last entry on it just says “left voicemail”.
Folk
Someone on the team is about to cold-email a company where a colleague already has a warm relationship nobody wrote down.
Follow Up Boss
A lead came in on Friday, nobody called, and by Monday they are already touring a house with someone else.
Freshdesk
Tickets pile up untagged, get routed to the wrong team, and a simple question waits a day for a one-line answer.
Close questions, answered
What people ask before putting an AI agent to work — answered straight.
Yes — AgentOrg connects an AI agent to Close that keeps leads current, enriches records, and creates the next follow-up task after every activity. It proposes each change before it's written.
Ready to automate Close?
Connect your tools, put an agent to work, and approve what matters. Free to start.