Add Close to your AI agent
Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
- Things your agent can do in Close
- 14
Things your AI can do in Close
Your FormWise AI can handle any of these in Close — on its own, without you needing to click a button.
Create Call
PopularCreates a new call record in Close.com. This tool allows you to log both inbound and outbound calls associated with a lead, supporting parameters such as lead_id, direction, and optional support for contact_id, phone, duration, note, recording_url, and user_id.
Create Email
PopularCreate or log a Close email activity. Draft creates an unsent activity. Scheduled and outbox are send-capable modes that can deliver email externally; inbox, sent, and error log outcomes. Setting followup_date can also create a follow-up task if no reply is received.
Create Lead
PopularCreates a new lead in Close CRM. A lead represents a company or organization in your sales pipeline. This tool allows you to create leads with company information (name, description, website), associate contacts with emails/phones/URLs, add addresses, and set the lead status. Contacts and addresses can be nested in the lead creation request. The tool returns comprehensive lead information including the lead ID, direct URL to view in Close CRM, associated contacts with their IDs, addresses, status information, and creation/update timestamps. Note: Activities, tasks, and opportunities must be created separately after lead creation.
Create SMS Message
PopularThis tool creates a new SMS activity in Close CRM. It is primarily used to log SMS communications, including sent messages, received messages, and draft messages. The tool requires an internal phone number (local_phone) which must be an SMS-enabled phone number owned by your Close organization. Note: Actually sending SMS messages (status 'outbox' or 'scheduled') requires A2P 10DLC compliance.
Create Task
PopularThis tool creates a new task in Close.com. Tasks are used to track to-do items and can be associated with leads. The tool will create a task with the specified parameters using the provided text, due_date, and is_complete flags.
Delete Call
PopularThis tool allows you to delete a specific call activity in Close.com. It is useful for removing incorrectly logged calls or cleaning up call records. The action deletes a call activity using its unique call ID and cannot be undone.
Get Contact
PopularRetrieve one Close contact by ID, optionally limiting returned fields.
Get Notes
PopularThis tool retrieves a list of note activities from Close. It allows users to fetch notes with optional filtering parameters, including filtering by lead_id, user_id, and date ranges. The tool returns details such as note content, creation and update dates, and any associated attachments.
Get Opportunity
PopularRetrieve one Close opportunity by ID with optional field projection.
List Activities
PopularLists one page of Close email or call activities using documented filters.
List Custom Activity Types
PopularThis tool lists the custom activity types defined in a Close organization, returning each type's id and name. Use it to find the custom activity type id that filters a custom activity trigger, or before creating a custom activity instance of a given type.
List Custom Object Types
PopularThis tool lists the custom object types defined in a Close organization, returning each type's id and name. Use it to find the custom object type id that filters a custom activity trigger, or before creating a custom activity instance of a given type.
Show 2 more things it can do
List Opportunities
PopularList Close opportunities with aggregate values and offset pagination.
Who Am I
PopularReturn the identity (email, name) of the connected Close account.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Close is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Close, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Close for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Close work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Close to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Close in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Close.
- 3
Hit "Connect"
Click "Connect Close" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Close
Build a quick AI Agent (it's like writing instructions, not code), and pick the Close actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Close for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Close workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Close users had before signing up
Do I need to know how to code?
Not even a little. If you can use Close today, you can set this up. You'll connect Close, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Close login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Close or delete everything any time.
What happens when Close updates their app?
We handle it. When Close adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Close takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Close — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Close on FormWise
Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.
Connect Close once and your FormWise AI gets 14 things it can do inside it. That means your AI can handle the Close work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Close? Take a look at www.close.com.
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Stop doing the Close work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.