Close

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What is Close?

Close is a sales CRM built for inside sales teams, with calling, email, SMS and WhatsApp built in alongside leads, contacts and opportunities. Reps live in it all day, and managers rely on its reports. The time sink is logging activity and pulling answers out of the pipeline. This connection lets Fabric's assistant handle both, in plain language.

What Fabric's assistant can do with Close

Once Close is connected, Fabric's AI assistant can work your pipeline from a simple request.

Find anything. Find Lead, Find Contacts, Find Opportunities, Find Task, Find Note, Find Call, Find Meetings, Find User, Find Group and Find WhatsApp Messages search your account, and Find Number of Leads in Smart View counts what is in a view. Ask which opportunities are closing this month with no next step and you get a list.

Log activity. Create Note, Create Call, Create Email, Create SMS, Create WhatsApp Message and Create Task record what happened and what comes next, and Create Call Task schedules a call. Update Note, Update Call and Update Task correct them. Find or Create actions for leads, contacts, opportunities, notes and tasks avoid duplicates.

Work leads and opportunities. Create Lead, Update Lead, Add Address to Lead and Merge Two Leads keep leads clean. Create Opportunity and Update Opportunity move deals. Create Contact and Update Contact keep people current, and Delete Email Address From Contact removes a bad address.

Run reports. Run Opportunity Report, Run Opportunity Funnel Report, Run Activity Overview Report, Run Sent Email Report and Run Status Change Report pull the numbers a manager needs, and Export Activity Report to CSV and Create Export produce files.

Automate at scale. Subscribe Contact to Workflow and Update Workflow Subscription manage sequences. Create Bulk Email, Create Bulk Action and Create Bulk Workflow Subscription Action act on many leads at once. Create Lead Smart View and Update Lead Smart View save views. Custom activities and custom objects have their own create, find and update actions, and API Request (Beta) covers the rest.

You stay in control

The assistant works from your instructions. For bulk actions, emails, merges and deletions, it confirms with you before going ahead, unless you've told it not to for a particular task. Finding records and running reports never changes anything.

When a job should run regularly, a Fabric AI job can run on a schedule, such as a Monday opportunity funnel report. The connection also includes many events, such as New Lead, New Opportunity, New Call, New Call Transcript and New Lead in Status, which can start an automation.

Search your CRM from Fabric

Connecting Close also adds keyword search over your Close records from Fabric's main search.

How people use it

Sales reps log a call note, update the opportunity and set the next task in one request.

Sales managers run the funnel report before the weekly meeting.

SDR teams enroll a list of leads in a workflow.

Sales teams merge duplicate leads from a cleanup list. See also the CRM use case.

Frequently asked questions

What does the Close connection do?

It lets Fabric's assistant find, create and update leads, contacts, opportunities, notes, calls, emails, SMS, WhatsApp messages and tasks, run reports, manage workflows and smart views, and take bulk actions, and it adds keyword search over your Close records in Fabric.

Can I log a call in Close with AI?

Yes. Tell the assistant about the call and Create Call and Create Note record it.

Can it run Close reports?

Yes. The opportunity, funnel, activity, sent email and status change reports can all be run on request.

Can it enroll leads in a workflow?

Yes. Subscribe Contact to Workflow enrolls them, after you confirm.

Can it merge duplicate leads?

Yes. Merge Two Leads combines them, after you confirm.

Can it send bulk emails?

Yes. Create Bulk Email sends to a set of leads, with a confirmation first.

Does the assistant change records on its own?

No. It acts on your instructions.

Is my Close data secure?

Everything in Fabric is encrypted in transit and at rest, and the connection acts on your account with your authorization. See the privacy and security guide.

Does Fabric work with other sales tools?

Yes. You can also connect HubSpot, Salesforce and Gmail.