What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Instantly retrieve CRM record details via Close.io
Example
"Get contact details and last logged call for lead ID 3945"
Memory Recall
Retrieve past sales activities and communication logs.
Example
"Show all emails and call logs from last quarter in Close.io."
Instant Reaction
Alert team if critical action fails in Close.io.
Example
"Notify admin if a key event fails to execute in Close.io."
Autonomous Routine
Schedule regular monitoring and performance analysis in Close.io.
Example
"Run weekly system performance and usage report in Close.io."
Agent-Initiated Action
Trigger automated responses or escalations in Close.io.
Example
"Auto-retry or escalate task failure events in Close.io."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Sync tasks with opportunity stages
Gmail
Track email interactions per deal
Slack
Notify reps on overdue tasks
Try It with Your Agent
Example Prompt:
"When a deal stage changes in Close.io, notify account manager via Slack and check overdue tasks."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Close.io in Fastn UCL: Navigate to the Connectors section and select Close.io, then click Connect.
2
Authenticate using your Close.io API key to authorize CRM access.
3
Enable “log_call” and “update_lead” in the Actions tab.
4
Use the AI Agent to manage leads or log outreach.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
