Close Agentic AI

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🎥 Video walkthrough

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Step-by-step guide

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.

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.

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.

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.