CRM Integration
Best AI Assistant for Close CRM
Carly is an AI assistant that connects to Close so you can log calls, update leads, move deals through your pipeline, and pull activity reports — all by email or text. No switching to Close between calls.
Try Carly →What Carly can do with Close
Log call outcomes instantly
After a call, text or email Carly the outcome — she updates the lead status, logs a note, and records the activity in Close without you opening the app.
Create leads on the fly
Got a new inbound lead? Email Carly the contact details and she creates the lead in Close with the right status, source, and custom fields.
Move deals through your pipeline
Tell Carly to advance an opportunity to the next stage, update the value, or mark it as won. She handles the pipeline update in Close.
Pull activity reports
Ask Carly for a summary of your calls, emails, and deals for the day or week. She pulls the data from Close and sends you a clean breakdown.
Why sales teams need AI for Close CRM
Close is built for inside sales teams who live on the phone. The CRM is designed around calling workflows — built-in dialer, call logging, email sequences. But even with Close's streamlined interface, reps still spend time between calls updating lead statuses, logging notes, and moving opportunities through the pipeline.
AI tools for Close should fit into the rhythm of a high-volume calling day. After a call, you fire off a quick message with the outcome, and the CRM gets updated — lead status changed, notes logged, next step scheduled. No clicking through the Close interface between dials. The result is a pipeline that reflects reality because updating it is as fast as sending a text.
How Carly works as your AI Close assistant
Carly connects to your Close account through the API. Once linked, you update your CRM by emailing or texting Carly between calls.
Just finished a demo? Text Carly: "Move Acme to Qualified, add note — they want pricing by Friday." She updates the lead status and logs the note in Close. Need to create a new lead after an inbound? Email Carly the contact details and she creates the lead with the right status, source, and custom fields filled in.
Carly also pulls data from Close on demand. Ask for your activity stats — calls made, emails sent, deals closed — and she'll send a summary. Ask about a specific lead and she'll pull the full history including notes, call logs, and current status.
Who uses Carly with Close
Inside sales reps doing 50+ calls a day who can't afford to spend two minutes updating Close after every conversation. Sales managers who want accurate pipeline data without chasing reps to log their calls. SDR teams running high-volume outbound who need a faster way to update lead statuses between sequences. If your team uses Close and you've ever had a rep say "I'll update the CRM later" (and then not do it), Carly fixes that.
See it in action
How to connect Close to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Close
Authorize the Close integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Close. She handles the rest.
Frequently asked questions
What is the best AI tool for Close CRM?
Carly is an AI assistant that connects to Close and lets you log calls, update leads, move deals, and pull reports — all by email or text. She works from outside Close so you can update your CRM between calls without opening the app.
Can AI automate Close CRM data entry?
Yes. With Carly, you text or email a quick update after each call — "move Acme to Qualified, add note about pricing" — and Carly handles the update in Close. No manual clicking through lead records.
How does Carly connect to Close?
Go to your Carly dashboard, click Connect next to Close, and authorize access with your Close API key. Once connected, Carly can create leads, update statuses, and pull data from your Close account.
Can Carly log calls in Close?
Yes. After a call, tell Carly the outcome and she'll log the activity in Close with your notes, update the lead status, and create follow-up tasks — all from a single message.
Does Carly work with Close's custom fields?
Yes. Carly reads your Close account's custom fields and maps your instructions to the right properties. Just mention the field or value in your message.
Can I get pipeline reports from Close through Carly?
Yes. Ask Carly for a pipeline summary, activity stats, or deal breakdown and she'll pull the data from Close and send it to you. Great for end-of-day reviews or prep before team meetings.
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