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CRM

Close

Close is listed here as a CRM.

Close is a customer-management system for sales teams that do much of their selling by phone, email and text. Each prospect is a lead that holds the conversation history, and opportunities are tracked as deals moving through a pipeline. Reps place calls and send messages from the system, log meetings, set tasks for follow-up, and save filtered groups of leads as Smart Views.

What these workflow templates do

Every workflow template below works from an export from a CRM and changes nothing in it.

Workflows for CRMs

No workflow template names Close yet. The templates below are not written for Close by name; each is written for a CRM.

  • Cancellation request response Workflow template

    Works from an export from a CRM.

    Can see: one account row: plan, fee, users, start date, billing. Can change: nothing.

  • Churn risk and save plan Workflow template

    Works from an export from a CRM.

    Can see: leaver list with plan, dates, annual value and reason. Can change: nothing.

  • Competitor battlecard Workflow template

    Works from an export from a CRM.

    Can see: export of closed deals that name the competitor. Can change: nothing.

  • CRM field ownership map Workflow template

    Works from an export from a CRM.

    Can see: field schema exports and sample records from the CRM. Can change: nothing.

  • Deal close plan Workflow template

    Works from an export from a CRM.

    Can see: the deal record: stage, amount, close date, next step. Can change: nothing.

  • Expansion whitespace review Workflow template

    Works from an export from a CRM.

    Can see: what each account holds, where, quantity against limit. Can change: nothing.

  • Household record differences Workflow template

    Works from an export from a CRM.

    Can see: contacts by household and account links. Can change: nothing.

  • Offer review Workflow template

    Works from an export from a CRM.

    Can see: buyers' objections, with where and when they were raised. Can change: nothing.

  • Record sharing access matrix Workflow template

    Works from an export from a CRM.

    Can see: sharing setup by record type and role. Can change: nothing.

  • Renewal risk review Workflow template

    Works from an export from a CRM.

    Can see: contract list: accounts, owners, contract end, notice date, renewal terms, annual value. Can change: nothing.

  • Sales pipeline review Workflow template

    Works from an export from a CRM.

    Can see: open and recently closed deals with stage, amount, dates and next step. Can change: nothing.

  • Stalled-deal review Workflow template

    Works from an export from a CRM.

    Can see: deal export from sales system. Can change: nothing.

  • Win-loss review Workflow template

    Works from an export from a CRM.

    Can see: closed-deal export. Can change: nothing.

Teams that run these workflow templates:

How it connects

Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.

Published by its maker

  • Connector from the maker of Close

    A connector an AI assistant can use.

    Published by Close, as the maker's own page states.

    Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.

    ListedFound in a named public source on a stated date. We have not reviewed or used it.

  • Programming interface from the maker of Close

    A programming interface for software developers.

    Published by Close, as the maker's own page states.

    Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.

    ListedFound in a named public source on a stated date. We have not reviewed or used it.

What setup takes, and who approves it

Connecting a workflow to Close is agreed when the work is scoped: a person who looks after Close at your company approves how the workflow signs in and what it may see and change.

No time is promised here. Where no connector exists, the workflow works from an export.

What was checked, and when

  • The maker's own pages: read on 12 November 2026.
  • The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.

How we list systems and connectors

Next step

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Technical details

  • Close MCP Server · MCP serverFound in the maker's own documentationhttps://mcp.close.com/mcpClose's developer docs describe a remote MCP server that lets AI clients read, write and delete Close data, by scope.The maker’s page
  • Close REST API · Public APIFound in the maker's own documentationClose's developer platform offers a REST API reference with endpoint documentation and an interactive explorer.The maker’s page