Understand the lead relationship
Keep company and contact association explicit when several people belong to the same sales lead.
Integrations Close
ClosePlanned
Close sales context. Better support handoffs.
Plan a read-only Close connection for lead relationships, assigned owners and relevant opportunity context alongside support conversations.
Planned connector. Native setup is not available yet. The workflows below describe the intended scope; release depends on provider access and testing.
CRM
What we’re planning to connect.
- 01Close
- 02Planned connection
- 03Message support
Find the next owner
The proposed workflow would help support identify the sales colleague responsible for a follow-up.
Avoid importing every activity
Sales emails and call notes can contain sensitive details. Select only the context approved for support staff.
The right context
Be precise about what connects.
Define the data, permissions and destination before putting the workflow in front of customers.
Lead association
Contact identity
Assigned owner and selected opportunity
Prepare for the connection
Define your first workflow.
- 01
Choose the first workflow
Choose a test lead with multiple contacts and decide which fields support may read.
- 02
Agree on data and permissions
Decide which fields may be read, which people may use them and whether any separate write action is needed. Native setup is not available yet.
- 03
Define the acceptance test
Verify one contact cannot receive another contact’s private sales correspondence through AI.
Before you connect
Close integration questions
Can I connect Close to Message today?
The native connector is planned. The workflows on this page describe the proposed design; there is no native installation to activate yet.
What should we test before using it with customers?
Verify one contact cannot receive another contact’s private sales correspondence through AI.