Close CRM Integration with Emergent | Build Sales Engagement Apps by Prompt

Close + Emergent

The Close and Emergent integration enables sales teams, startups, and revenue organizations to build and deploy custom sales engagement applications and automated workflows by prompt, combining Emergent's full-stack vibe coding capabilities with Close's powerful sales CRM platform. This allows teams to create intelligent automation systems, unified communication workflows, and cross-platform integrations around their sales data without complex development or manual processes.

With Emergent, you can:

• Read, write, and update Close leads, contacts, opportunities, and activities through the REST API

• Build real-time workflows using Close webhooks for instant notifications on lead changes, emails, calls, and deals

• Create automated outreach sequences that combine Close with communication tools like Slack, email platforms, and SMS services

• Combine Close with tools like HubSpot for marketing alignment, Google Sheets for reporting, Calendly for scheduling, and Slack for team coordination

• Deploy instantly with encrypted credential management, version control, workflow monitoring, and performance analytics

About Close

Close is a sales engagement platform designed specifically for small businesses and scaling sales teams who need streamlined communication, powerful automation, and AI-enhanced productivity. The platform combines CRM functionality with built-in calling, email, SMS, and meeting tools in a unified interface.

• Unified Communication Hub: Manage calls, emails, SMS, WhatsApp messages, and meetings within a single platform with a revamped Inbox that serves as a centralized sales command center, eliminating constant switching between Gmail, Outlook, and CRM systems with automatic activity logging

• Advanced Workflow Automation: Full-featured sales operations engine with workflows triggered by Custom Activities, Opportunities, and Contacts, plus automated actions to update Leads, create Opportunities, send Slack messages, set email reminders, and suggest intelligent follow-ups based on sales patterns

• AI-Powered Sales Intelligence: Close Notetaker transcribes and summarizes sales meetings with automatic logging, AI Enrich fills missing Lead and Contact data in bulk from titles to company details, and AI-assisted email drafting references company websites and stored templates for personalized outreach

• Activity Smart Views and Pipeline Management: Build custom views for Calls, Emails, SMS, WhatsApp messages, Meetings, Notes, and Custom Activities with visual tracking of lead status, opportunity values, overdue dates, and High Priority Task flagging for focused selling

• No-Code Forms and Lead Capture: Native form builder captures website leads directly into Close with instant routing, spam protection, clean data validation, and automatic lead assignment, eliminating third-party form dependencies

• Comprehensive API and Webhook Support: REST API with endpoints for activities, contacts, leads, opportunities, custom fields, roles, and saved searches, plus real-time webhooks for events like lead updates, email activities, call outcomes, and meeting scheduling with programmatic outcome management

• Advanced Reporting and Analytics: Call and meeting outcome tracking for accurate answer and conversion rates, pipeline flow analysis, activity-specific reporting, enrichment API for automatic data population, and manager dashboards for revenue visibility

Why Integrate Close with Emergent

Connecting Close CRM with other business systems typically requires manual CSV exports, building custom API integrations, configuring complex Zapier workflows, managing webhook subscriptions, handling authentication and rate limits, or developing custom scripts for data synchronization. Each cross-platform workflow can consume significant development time or create brittle integrations.

Emergent removes that complexity:

• Build by prompt: Describe the sales workflow or automation you need and the Close data you want to access. Emergent automatically scaffolds the UI, API orchestration, webhook handling, data transformations, and cross-tool integrations.

• CRM-aware mapping: Emergent understands Close's data structure including leads, contacts, opportunities, activities, custom fields, pipelines, and communication logs, helping you map and synchronize data accurately across your entire sales technology stack.

• Secure by design: Built-in encrypted credential vaults, environment isolation (development, staging, production), role-based access control, comprehensive audit logs, and API key rotation ensure your sales data and customer information remain protected and compliant.

• Real-time workflows: Webhook subscriptions, automatic retries with exponential backoff, intelligent rate limit handling, event filtering, batching for bulk operations, and detailed error tracking are included out of the box for reliable sales automation.

• Multi-tool orchestration: Seamlessly combine Close with HubSpot for marketing and sales alignment, Slack for team notifications, Google Sheets for custom analytics, Calendly for automated scheduling, LinkedIn for social selling, and any other tool in your stack to build complete revenue operations systems.

How Emergent Works with Close in Real Time?

Step 1: Describe Your App

Example: "Build a sales operations dashboard that syncs Close opportunities to HubSpot deals, posts Slack alerts when high-value leads enter the pipeline, and generates weekly activity reports in Google Sheets."

Step 2: Declare Integrations

Say "Close + HubSpot + Slack + Google Sheets." Emergent configures authentication methods, webhook subscriptions, data sync patterns, and recommended workflow structures.

Step 3: Secure Credentials

Provide your Close API key (generated in Settings under Developer API Keys). All credentials are encrypted and stored in isolated vaults for development, staging, and production environments with automatic rotation support.

Step 4: Select Objects and Map Fields

Emergent introspects your Close workspace including leads, contacts, opportunities, custom fields, activity types, pipelines, and user roles. It guides you to map fields accurately (for example, Close Lead Status to HubSpot Lifecycle Stage, Opportunity Value to Sheets column, Contact Email to Slack mention).

Step 5: Configure Real-Time and Scheduled Flows

Set up webhook triggers for instant notifications on lead updates, opportunity stage changes, call completions, or email activities. Schedule periodic syncs for reporting data, or define on-demand actions via dashboard buttons or API endpoints.

Step 6: Test and Preview

Run test API calls to Close, simulate webhook payloads for different events, validate field mappings and data transformations, check rate limit handling, review detailed execution logs with stack traces, and verify cross-platform sync accuracy.

Step 7: Deploy

Deploy your sales automation application with one click, complete with version control, real-time monitoring dashboards, error alerting with automatic retry logic, webhook health checks, and usage analytics. Roll back to previous versions or iterate with new prompts anytime.

Step 8: Expand

Add new automation steps like AI-powered lead scoring or sentiment analysis, connect additional sales tools, integrate with marketing platforms, build custom reporting portals, and extend capabilities as your sales operations evolve.

Popular Close + Emergent Integration Use Cases

1. Build a Marketing and Sales Alignment System Using Emergent with Close + HubSpot Integration

Synchronize leads, contacts, opportunities, and activities between Close and HubSpot for unified visibility across marketing campaigns and sales outreach with automatic lead handoff and attribution tracking.

How It's Built with Emergent?

• Write your prompt: "Two-way sync Close leads with HubSpot contacts and sync opportunities to deals with stage mapping and activity timeline."

• Declare integrations: Choose Close + HubSpot Integration.

• Share credentials securely: Connect Close API key and HubSpot OAuth credentials in encrypted vaults.

• Select objects and map fields: Map leads to contacts, opportunities to deals, statuses to lifecycle stages, and activities to engagement timeline.

• Configure real-time and scheduled flows: Enable webhooks for instant updates and schedule hourly activity syncs.

• Test and preview: Validate bidirectional sync, duplicate detection, field mappings, and edge case handling.

• Deploy: Go live with monitoring dashboards, error alerts, automatic retry, and audit logs.

• Expand: Add lead scoring, marketing automation attribution, or revenue forecasting dashboards.

Outcome: Unified marketing and sales data, eliminated lead handoff friction, accurate campaign attribution, improved conversion tracking, and seamless collaboration between teams.

2. Build an Intelligent Sales Alert System Using Emergent with Close + Slack Integration

Automate real-time Slack notifications when high-value opportunities are created, leads reach qualification criteria, calls are completed, deals are won or lost, or follow-up tasks become overdue.

How It's Built with Emergent?

• Write your prompt: "Send Slack alerts when Close opportunities over $10k are created or when leads are marked as hot."

• Declare integrations: Select Close + Slack Integration.

• Share credentials securely: Authorize Close API key and Slack workspace connection.

• Select objects and map fields: Define trigger conditions, specify Slack channels, and customize message formats with lead details.

• Configure real-time and scheduled flows: Enable webhooks for instant notifications and create daily digest summaries.

• Test and preview: Simulate trigger scenarios, validate message formatting, and test notification routing.

• Deploy: Go live with webhook monitoring, automatic retry, rate limiting, and event logging.

• Expand: Add AI-generated summaries, sentiment analysis, or two-way Slack interactions.

Outcome: Instant sales visibility, faster response to hot leads, improved team coordination, reduced missed opportunities, and proactive deal management through real-time notifications.

3. Build a Sales Analytics Dashboard Using Emergent with Close + Google Sheets Integration

Export Close pipeline data, activity metrics, call outcomes, email engagement statistics, and team performance reports to Google Sheets for advanced analysis, forecasting, and executive presentations.

How It's Built with Emergent?

• Write your prompt: "Sync Close opportunity pipeline, activity metrics, and call outcomes to Google Sheets daily for sales forecasting."

• Declare integrations: Pick Close + Google Sheets Integration.

• Share credentials securely: Connect Close API key and Google Sheets OAuth credentials.

• Select objects and map fields: Map opportunities to pipeline sheets, activities to tracking sheets, and performance metrics with auto-formatting.

• Configure real-time and scheduled flows: Schedule daily syncs, enable real-time updates for critical changes, and trigger on-demand exports.

• Test and preview: Verify data accuracy, formula compatibility, pivot table updates, and historical imports.

• Deploy: Activate scheduled reporting with validation checks, error notifications, and access controls.

• Expand: Add forecasting models, external data integration, or custom visualizations with Data Studio.

Outcome: Data-driven sales management, customizable reporting without CRM limitations, accurate forecasting models, simplified executive presentations, and strategic insights for quota and territory planning.

4. Build an Automated Lead Routing System Using Emergent with Close + Calendly Integration

Streamline lead qualification and meeting scheduling by automatically routing Close leads to appropriate sales reps and triggering Calendly booking links based on lead criteria and territory assignments.

How It's Built with Emergent?

• Write your prompt: "Automatically assign Close leads to sales reps by territory and send personalized Calendly links when qualified."

• Declare integrations: Choose Close + Calendly Integration.

• Share credentials securely: Connect Close API key and Calendly API token.

• Select objects and map fields: Map lead location and company size to routing rules, link reps to Calendly accounts.

• Configure real-time and scheduled flows: Trigger immediate routing on lead creation, send automated Calendly emails, sync meetings back to Close.

• Test and preview: Validate routing logic, verify link personalization, and test timezone handling.

• Deploy: Enable production routing with monitoring, notifications, and double-booking prevention.

• Expand: Add lead scoring, marketing automation integration, or custom availability rules.

Outcome: Accelerated lead-to-meeting conversion, eliminated manual scheduling coordination, optimized rep utilization, improved lead response times, and seamless qualification-to-booking workflows.

5. Build a Real-Time Pipeline Change Tracker Using Emergent with Close Webhook Integration

Capture and act on every pipeline change instantly with Close webhooks, triggering custom workflows for opportunity stage movements, lead status updates, or deal wins and losses across your entire tech stack.

How It's Built with Emergent?

• Write your prompt: "Track all Close opportunity stage changes in real-time and trigger workflows for won deals and lost opportunities."

• Declare integrations: Choose Close Webhook Integration plus downstream tools.

• Share credentials securely: Connect Close API key and authenticate downstream service APIs.

• Select objects and map fields: Define webhook event types, filtering criteria, and downstream system mappings.

• Configure real-time and scheduled flows: Configure webhook listeners, implement filtering, define conditional routing, and set up retry logic.

• Test and preview: Simulate webhook payloads, validate parsing, test routing rules, and check error handling.

• Deploy: Enable production webhooks with health monitoring, automatic resubscription, and performance metrics.

• Expand: Add AI-powered win/loss analysis, revenue recognition integration, or custom analytics pipelines.

Outcome: Near-instant pipeline visibility, event-driven automation architecture, eliminated polling delays, reliable cross-system workflows, and comprehensive audit trails for all sales activities.