Your AI Agent Runs Close in the Chat

Capture leads, update deals, and look up records inside the chat. Boei's agentic AI calls the Close API on the fly and works across web chat, WhatsApp, email, and SMS.
✓Lead capture + tagging✓Update deals + records✓You pick which actions are on
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Close Capabilities

What Your AI Agent Can Do With Close

Boei's agentic AI calls the Close API directly during conversations. No marketplace, no glue code. The agent figures out the right call, runs it live, and replies in the chat.

Capture a new lead

The agent collects qualifying info, then creates a contact and deal in Close with the full chat transcript attached.

I'm interested in your enterprise plan
Got it. I've added you to Close as 'Enterprise interest' and our sales team will reach out today.

Look up an existing record

Returning customers ask for status, the agent fetches the record from Close and replies with the answer.

What's the status of my account?
Looking it up in Close... your account is active, last renewal was on Jan 15. Anything else?

Move a deal to the next stage

After verifying who's chatting, the agent updates deal stage, owner, or amount in Close from the conversation.

We're ready to sign, can you move us forward?
Done. I've moved your deal to 'Negotiation' in Close and pinged your account exec.

Tag and segment leads

The agent applies the right tags or list memberships in Close based on what the visitor says, so segmentation happens in real time.

I'm just researching for now
No problem. I've tagged you 'Researching' in Close so we send you the right resources, not pushy emails.

Need something else? Tell the AI in plain English. The agent figures out the right Close API call and runs it live.

Outbound Teams Deserve Better Inbound Leads

Close CRM is the go-to for sales teams that sell by calling and emailing. But when inbound leads come through your website, they often sit in a separate inbox or spreadsheet until someone remembers to add them to Close. By then, the prospect has moved on to a competitor who responded faster.

Boei fixes this gap. An AI agent on your website engages visitors, qualifies them by asking about their needs and budget, and pushes the lead to Close CRM via webhook. The lead shows up in Close with a contact record, conversation notes, and activity timeline. Your rep sees it in their daily Smart View and can call back within minutes.

The result: your outbound pipeline gets supplemented with inbound leads that are already warmed up. And because the AI captured the conversation context, your rep does not need to ask the prospect to repeat themselves. They pick up right where the AI left off.

How Inbound Leads Reach Close CRM

From website chat to your rep's call list

1

AI Engages the Visitor

A prospect visits your website and chats with Boei's AI. The AI answers questions, identifies their needs, and captures contact information.
2

Qualification Happens in Chat

The AI asks about budget, team size, and timeline. Based on the answers, it determines if this is a lead worth pursuing.
3

Webhook Pushes to Close

A new lead is created in Close CRM with contact details, conversation notes, and qualification data. Activities are logged automatically.
4

Rep Calls With Context

The lead appears in your rep's Smart View. They read the conversation notes and make a warm call, not a cold one.

Built for Sales-First Teams

Lead Creation With Phone Numbers

Close is built for calling. Boei's AI prioritizes capturing phone numbers during chat. When the lead lands in Close, your rep can click-to-call immediately.

Activity Logging From Chat

The AI conversation is logged as a note activity in Close. Your rep sees it alongside their call logs and emails, giving them a complete interaction timeline.

Opportunity Creation

When a visitor asks about pricing for a specific plan, the AI creates an opportunity in Close with the right product value and confidence level based on how the conversation went.

Email Sequence Triggers

New leads from Boei can be automatically enrolled in a Close email sequence. The visitor gets a follow-up email within minutes of their chat, keeping momentum high.

Round-Robin Lead Assignment

The webhook can tag leads for automatic assignment in Close. Leads from your enterprise page go to senior reps, while SMB leads go to the general queue.

Conversion Attribution

Because each lead includes the source page and channel, you can track which parts of your website generate the most Close opportunities and optimize accordingly.

What Gets Sent to Close CRM

Lead and Contact

Name, email, phone number, company name, and job title.

Conversation Notes

Full AI conversation summary attached as a note activity.

Opportunity Data

Deal value, product interest, and confidence level for sales-ready leads.

Source Attribution

Page URL, channel used, and UTM parameters for tracking.

Lead Status

Custom status based on AI qualification level: hot, warm, or informational.

Custom Fields

Any data collected by the AI mapped to Close custom fields.

Frequently Asked Questions

Does this work with Close's built-in calling?

Yes. Once a lead is created in Close with a phone number, your reps can use Close's built-in calling to dial them directly. The AI prioritizes capturing phone numbers during the chat.

Is this a native Close integration?

The connection works through webhooks to Close's API, either directly or through Zapier. Close has a well-documented API, making the setup straightforward.

Can new leads auto-enter a Close email sequence?

Yes. Through Zapier, you can set up a flow that enrolls new leads from Boei into a specific Close email sequence based on tags or qualification data.

Which Boei plan do I need?

Webhook integrations require the Boei Growth plan at $49/month (annual). This includes AI agent capabilities, 7,000 AI credits, and API access.

Does it work with Close's Smart Views?

Yes. Leads created via webhook appear in Close like any other lead. They show up in Smart Views based on your filter criteria, including any custom fields the webhook populates.

How do inbound and outbound leads mix in the pipeline?

Boei leads are tagged with their source (website chat, WhatsApp, etc.) so you can filter them in Smart Views. Your reps see inbound and outbound leads side by side but can focus on either with one click.

Give Your Reps Warm Leads to Call, Not Cold Lists

Every website chat becomes a Close CRM lead with phone number, context, and qualification score. Your team calls back with confidence.

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