ceven

Close

Syncs every lead, call, and task into your operational workflows, automates follow up sequences based on call outcomes, and keeps your pipeline data clean without manual entry.

Try Close in Ceven

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Why use Ceven?

  1. AI native Close integration

    • Describe the outcome and Ceven picks the right Close calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Close data, across all 6 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Close access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Close, when, and on whose behalf.
    • The agent pauses and asks when Close is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Close.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Close action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Close, and when to use it.

Create SMS Message
Use this to send an immediate text to a lead or log a received SMS to keep the conversation history complete.
Create Call
Log an inbound or outbound call record for a lead, including the direction and duration of the conversation.
Create Lead
Add a new lead to Close with company details, website URL, and initial lead status to start the sales process.
Create Task
Set a to do item for a team member associated with a lead to ensure timely follow up.
Delete Call
Remove a call activity record. Use this for cleaning up duplicate logs or correcting entry errors.
Get Notes
Pull a list of notes for a specific lead or user, filtered by date to reconstruct the account history.
Update Lead Status
Move a lead to a different stage in the pipeline based on a trigger event or user command.
Search Leads
Query leads by name, email, or custom field to avoid creating duplicates in the CRM.
List Lead Activities
Pull every call, email, and note associated with a lead to provide context for a summary.
Create Contact
Add a person to an existing lead record, including their role and contact information.
Update Task Status
Mark a task as complete once the agent or human has finished the assigned action.
Get Lead Details
Pull the full lead object including custom fields and current pipeline position.

12 actions · scroll to see them all

Frequently asked questions

Close enforces a strict rate limit on their API to ensure platform stability. Ceven manages this by implementing an intelligent queuing system. When a workflow triggers a high volume of requests, such as a bulk lead import or a mass task update, Ceven buffers these calls and executes them within the allowed window. If the API returns a rate limit error, the agent automatically applies an exponential backoff strategy, pausing for a few seconds before retrying the request. This ensures that your workflows never fail due to throughput caps and your Close account remains in good standing without manual intervention.
Yes. Ceven connects to Close via webhooks to monitor for specific events. When a lead status changes, such as moving from Prospect to Qualified, Close sends a notification to Ceven. This event then triggers any associated workflow you have built, such as sending a welcome email or notifying a Slack channel. Because these events happen in real time, your team can react instantly to pipeline movements. You can filter these triggers so that only leads with specific custom field values or from certain lead sources initiate the automation, giving you fine grained control.
Absolutely. Ceven can read and write to any custom field you have defined in your Close organization. Whether you track lead source, budget, or a specific product interest, the agent can pull that data to make decisions in a workflow or update it based on external information. When setting up an action, you simply provide the custom field ID. This allows you to build highly personalized automation that respects the unique way your sales team categorizes data, ensuring that the CRM remains the source of truth for your entire sales operation.
Ceven cannot physically trigger the predictive dialer to start making calls because that is a client side UI function within the Close app. However, Ceven can prepare the ground for the dialer. It can create the leads, assign them to the correct users, and set the lead status to a state that your team uses to filter their power dialer lists. By automating the lead qualification and organization process, Ceven ensures that when your reps hit the start button on the dialer, they are calling the most high priority leads in the best possible order.
Ceven operates using the permissions of the API key provided during the connection process. If the API key is generated by an admin, the agent has admin level access to leads, contacts, and activities. If you use a key from a user with restricted permissions, Ceven will be unable to access or modify records that the user cannot see. We recommend using a dedicated system user account for the integration to ensure consistent access levels across your workflows while maintaining an audit trail of which changes were made by the AI agent versus your human team members.
Yes. You can build workflows that search for leads with missing information, such as a missing phone number or an empty company field, and then use other tools to find that data and update Close. The agent can also identify duplicate leads by searching for matching email addresses or company names and then merging them or deleting the duplicates using the delete actions. This prevents your pipeline from becoming cluttered and ensures your sales reps are not wasting time on redundant records or incomplete lead profiles during their outreach.
While the Close API allows for retrieving large amounts of data, Ceven processes notes in paginated batches to ensure the AI model does not exceed its context window. If a lead has hundreds of notes, the agent will pull the most recent ones first. If you need a comprehensive summary of the entire history, the agent can iterate through the pages of notes, synthesizing a summary of each batch before creating a final consolidated report. This prevents the loss of critical historical context while keeping the performance of the workflow fast and responsive for the user.
Yes, Ceven can trigger email sends through the Close API, allowing you to maintain a full record of communication within the CRM. You can use a pre defined template from Close or have the AI agent draft a custom email based on the lead's recent activity and the goal of the workflow. Because the email is sent through Close, it is automatically logged as an activity on the lead record, and you can track opens and clicks using the native Close analytics tools, ensuring your sales reporting remains accurate and centralized.

Alternatives to Close

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Pipedrive logoPipedriveHubSpot logoHubSpotSalesforce logoSalesforce

Try Ceven on your stack

Plug Ceven on top of the tools you already run. Connect Close and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

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