> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contactswing.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Close Agentic AI

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

<div class="card-video">
  <video src="https://storage.googleapis.com/helpsessionvideos/Contactswing/Videos/close.mp4" autoplay playsinline controls title="Close to Contactswing Workflow" />
</div>

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## Step-by-step guide

<Steps>
  <Step title="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.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/close1.jpg" alt="Workflow" />
  </Step>

  <Step title="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.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/cl2.jpg" alt="Workflow" />
  </Step>

  <Step title="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.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/cl3.jpg" alt="Workflow" />
  </Step>

  <Step title="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.
  </Step>
</Steps>

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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.

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By integrating **Close CRM** with **Contactswing**, you can supercharge your sales process and stay ahead of the curve with intelligent engagement. 🤖