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Tendersight
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Tendersight + Close

Bring Close into your workflow

Connect Close to Tendersight and let your AI assistants automatically process your attachments. Inside Sales Software CRM with Calling & Emailing

What you can do

Powerful automation capabilities out of the box.

Secure connection

Your Close credentials are encrypted end-to-end. We use OAuth where available and never store your passwords. Revoke access anytime.

Batch processing

Import historical attachments from Close in bulk. Backfill your AI assistants with past data to improve response quality from day one.

Custom field mapping

Map Close fields to Tendersight attributes. Define exactly how your attachments are structured when they arrive in your workspace.

Activity log

Track every import from Close with a detailed audit trail. See exactly what attachments were synced, when, and by which trigger.

How it works

Get started in three simple steps.

1

One-click setup

Connect your Close account in seconds. We handle the authentication — you just approve access.

2

Set your rules

Define what triggers an import — new attachments, updates, or on a schedule. Fine-tune with filters.

3

Let AI take over

Your AI assistants process incoming attachments automatically — extracting insights, structuring data, and preparing tender responses.

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