Close
close.comClose is a sales-focused platform built for managing leads and opportunities with less manual work. It helps teams run their pipeline with organized contacts, deal tracking, and sales execution workflows—so reps spend more time selling and less time updating systems. Close is widely used by sales teams that care about accuracy, speed, and keeping every touchpoint aligned with real lead status.
Connecting Close gives BOBs real-time visibility into what’s happening in your lead and opportunity pipeline. BOBs can watch for new leads, new opportunities, and important status changes, then take action immediately—like creating records, refreshing CRM fields, and triggering follow-ups so deals don’t stall. This keeps sales data accurate and ensures the right next step happens at the right time, without reps manually chasing updates.
With Close as a sales “source of truth,” BOBs can coordinate broader pipeline operations across your stack: routing leads, updating deal stages, launching outreach sequences when status changes, and notifying the rest of the business when new opportunities enter your pipeline. Ideal for SDRs, sales ops, and revenue teams who need speed, consistency, and fewer missed handoffs.
What can BOBs do with Close?
Perform actions
- Create Lead
- Custom Action
- List Lead ID Options
- List Status ID Options
- Search Leads
- Update Lead
Listen to real-time events
- New Custom Event
- New Lead
- New Lead Status Change
- New Opportunity