Close

Close

CRM & Sales

Connect Close to JoySuite and give your AI assistants access to your sales data. Query leads, opportunities, and communication history using natural language to supercharge your outbound sales.

Access Mode
Read & Write
Setup Time
~5 minutes
Auth Method
API Key
Coming Soon

Connect Close to JoySuite

Enable your AI assistants to access call logs, lead data, and pipeline insights for faster, smarter selling.

Join Waitlist

What Your Assistants Can Access

JoySuite securely connects to Close, making these resources available to your AI assistants.

🎯

Leads

Access lead records, status, and company information.

Lead Name Status Company Address Owner
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Contacts

View contact information within lead records.

Name Title Email Phone Lead
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Opportunities

Access deal records, confidence, and value.

Opp Name Value Confidence Status Owner
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Activities

View calls, emails, SMS, and engagement history.

Type Direction Duration Date Lead
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Emails

Access email communications synced with Close.

Subject From To Date Lead
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Tasks

View tasks and follow-up reminders.

Text Due Date Assigned To Lead Completed

Connector Commands

Use these specialized commands to interact with your Close data directly in conversations.

/close lead

Get Lead

Retrieve lead details, contacts, and activities.

/close opportunity

Get Opportunity

View opportunity details and timeline.

/close search

Search Leads

Search leads with filters and criteria.

/close calls

Get Call Log

Retrieve call history for a lead or time period.

/close emails

Get Emails

Access email communications for a lead.

/close pipeline

View Pipeline

Get opportunity pipeline by status or owner.

Example Prompts

See how your team can leverage Close data with natural language queries.

"

Show me all leads that were called this week but didn't answer.

Call Analysis Reach Rate Follow-up Queue
"

Find opportunities with confidence above 75% closing this month.

Pipeline Forecast Deal Prioritization Revenue Projection
"

Pull up all activity for Acme Corp. How many touches have we had?

Lead History Activity Timeline Engagement Analysis
"

What's my team's call volume this week compared to last?

Team Metrics Activity Comparison Performance Tracking

Cross-System Intelligence

Combine Close data with other connected systems for deeper insights.

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Close + Slack

Surface Close lead and opportunity details in Slack conversations.

Real-time sales context
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+
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Close + Email

Connect Close with additional email platforms for complete history.

Complete email integration
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+
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Close + Calendar

Link Close activities with calendar for meeting scheduling.

Activity synchronization
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+
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Close + Analytics

Connect Close data with analytics tools for advanced reporting.

Advanced reporting

Permissions & Access Control

You control exactly what JoySuite can access within Close.

Default

Read Access

Standard access level for searching and retrieving data.

  • Search and query records
  • View record details and history
  • Access related records and associations
  • View reports and dashboards
Optional

Write Access

Extended permissions for creating and modifying records.

  • Create new records
  • Update existing records
  • Add notes and activities
  • Manage associations

Connect in Minutes

1

Click Connect

Select Close from the connector library

2

Enter API Key

Paste your Close API key from settings

3

Configure

Choose which data to sync

4

Start Asking

Query your data with natural language

Related Connectors

These connectors work great alongside Close.

Ready to Connect Close?

Give your AI assistants access to your Close data. Get started in minutes.

Join Waitlist