What it does
- Auto-create leads - New callers are added to Close automatically
- Log all calls - Every conversation logged as a call activity
- Native call integration - Appears alongside Close’s built-in calling
- Opportunity tracking - Create and update opportunities from calls
- Two-way sync - Contact data flows both ways
Setup
Data sync
| Data | Direction | Frequency |
|---|---|---|
| Leads | Both ways | Real-time |
| Contacts | Both ways | Real-time |
| Call activities | CallDesk → Close | After each call |
| Opportunities | CallDesk → Close | When qualified |
| Notes | CallDesk → Close | After each call |
What gets logged
Every call creates a Close activity with:- Type: Call (inbound/outbound)
- Duration: Call length
- Note: Conversation summary and outcome
- Recording: Link to listen
- Transcript: Link to full transcript
- Associated: Lead and Contact
Close calling + CallDesk
CallDesk complements Close’s built-in calling:- Close calling: Your team’s outbound calls
- CallDesk: AI handles inbound calls and lead qualification
- Unified view: All calls appear in Close’s activity timeline
Lead status automation
Automatically update lead status based on calls:- New lead → Contacted after first call
- Contacted → Qualified when AI qualifies
- Qualified → Opportunity when appointment booked
Requirements
- Close account (any plan)
- API key with write permissions
- Admin permissions for setup
- No additional cost from CallDesk
Troubleshooting
API key not working
API key not working
Make sure the API key has write permissions. Generate a new key with full access.
Leads not syncing
Leads not syncing
Check that sync is enabled and field mapping is complete.
Duplicate leads
Duplicate leads
Configure duplicate handling: match by phone, email, or both.
Connect Close
Set up the integration now