Learn how to integrate Close CRM with ContactSwing’s phone capabilities. This guide shows you how to automate CRM-triggered communications.

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🎥 Video walkthrough

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Step-by-step guide

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1. Select your Close object type 🔍

  • When starting your flow, search for “Close” in the app list and click on it.
  • Under Triggers, choose your starting event:
    • When a new Lead is created
    • When a new Contact is created
    • When a new Opportunity is created
  • This selection defines when your Contactswing call will be triggered.

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2. Set up the Close connection 🔐

  • Click on Select a connection.
  • Click Create a connection.
  • Sign in using your Google Account or Close credentials to authorize the connection.

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3. Configure the Contactswing Call action 📞

  • In Contactswing, set the Response Type as CALL.
  • Enter your Workspace API Key.
  • Paste the Webhook URL provided by Contactswing.
  • The system will now be ready to trigger a phone call whenever the selected Close event occurs.

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4. Activate your Agentic AI Flow ⚡

  • Review all trigger and action configurations.
  • Click Publish to activate the flow.
  • Once published, the system will automatically initiate a phone call through Contactswing whenever a new lead, contact, or opportunity is added in Close.

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Example scenario

  • A new lead is created in Close CRM.
  • This triggers the Contactswing call flow.
  • A phone call is placed to the lead using your configured AI message or agent.

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Benefits

  • Automation: No more manual follow-ups — save time and stay responsive.
  • Speed-to-lead: Increase conversion rates with real-time outreach.
  • Personalized AI: Customize call scripts with dynamic fields and intelligent agents.
By integrating Close CRM with Contactswing, you can supercharge your sales process and stay ahead of the curve with intelligent engagement. 🤖