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All integrations

CRM

Close for your Agent

Flow can look up contacts, companies and deals in Close, and with read and write access it can update records.

It asks for your approval before it changes anything in Close. Connect with an API key from your Close account.

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Which Close deals are linked to tenders closing this month?

Connect Close in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Close.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Close.

What Flow can do depends on what Close offers through its API and on the access you choose.

Things to ask

Type these to Flow once Close is connected.

  • Close

    Which Close deals are linked to tenders closing this month?

  • Close

    Create a Close deal for the Vienna hospital tender, with its value and deadline.

About Close

Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.

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