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Integration

Close that updates itself

Coworker agents read call transcripts, update contact notes, flag stale deals, and keep Close clean without a rep touching it. Your pipeline reflects reality, not what someone had time to log.

What gets automated

Post-meeting updates

After every call, agents update Close with notes, next steps, and stage changes automatically.

Stale deal alerts

Agents flag deals with no activity in 7+ days and post to Slack with suggested follow-ups.

Contact enrichment

New contacts get company, title, and ICP fit data added to Close before a rep sees them.

Pipeline hygiene

Weekly audits surface Close records missing close dates, amounts, or owners.

Setup

Live in minutes

1

Connect in under a minute

Authorize Coworker on Close via OAuth or API key. Setup takes under 60 seconds and uses Close's official integration path.

2

Configure what agents should do

Tell agents which data to read, which events to act on, and where to route outputs — Slack, email, CRM, or any other connected tool.

3

Agents start working immediately

From day one, agents are monitoring Close and taking the actions you configured. Adjust behavior anytime.

Security

Enterprise-grade from day one

Coworker is SOC 2 Type II certified, GDPR compliant, and CASA Tier 2 certified. Your Close data is processed securely and never used to train AI models.

SOC 2 Type IIGDPRCASA Tier 2OAuth 2.0Zero data retention

FAQ

Frequently asked questions

Coworker authenticates via Close's official API with read and write permissions scoped to the objects and fields you select during setup.

Yes. During setup you map agents to any standard or custom field in your Close account. Updates happen within minutes of a triggering event.

Only the minimum context needed to complete agent tasks. All data handling is SOC 2 Type II compliant and scoped to the permissions you grant.

Connect Close in minutes

Book a demo and we'll show you agents working on your Close data.