Close
Prospects visit your site and your AI agent qualifies them, captures their details, and creates leads directly in Close. Calls get logged, follow-up tasks get assigned, and SMS messages get sent, all without a rep touching the CRM. Your sales pipeline fills itself while your team focuses on closing.
Your AI agent plugs into Close CRM's calling, SMS, and lead management endpoints so every prospect interaction moves the deal forward automatically.
Close
Real scenarios where AI agents capture leads, log activity, and keep your Close CRM pipeline moving, so your sales team spends time selling instead of entering data.
A VP of Sales at a growing SaaS company visits your pricing page at 11 PM. Your AI Agent qualifies them with a few questions about team size and current tools, then creates a lead in Close CRM with company name, website, and contact info. A follow-up task is assigned to the territory rep for 9 AM. By the time competitors respond to their form fill, your rep already has context and a meeting booked.
A sales rep finishes a discovery call and tells the AI Agent 'Log a 15-minute outbound call with Acme Corp, discussed pricing and timeline.' The agent creates the call record in Close with direction, duration, and detailed notes tied to the lead. The sales manager sees accurate call activity data in reports. No more end-of-day CRM catch-up sessions where details get lost.
A prospect says 'Send me the case study link via text.' Your AI Agent sends an SMS through Close with the link and a personalized message, all within the same conversation. The SMS shows up in the lead's Close timeline. When the rep calls the next day, they can see the prospect received and opened the text. Follow-up context stays connected to the deal.
Close
FAQs
The agent calls Close's POST /lead/ endpoint with the company name, description, website URL, status, and contact array. Contacts include name, email, and phone number. The lead appears in your Close pipeline immediately with all details attached. You can set default lead statuses so new leads land in the right pipeline stage.
Yes. The agent uses Close's Create Call endpoint with a direction parameter set to either 'inbound' or 'outbound.' It also captures disposition (answered, no-answer, voicemail), duration in seconds, and free-text notes. Call records are tied to the lead ID for complete activity tracking.
In your Close account, go to Settings, then Integrations, then API Keys, and click 'New API Key.' Give it a descriptive name like 'Tars AI Agent.' Copy the key and paste it into the Tars dashboard. Close API keys use HTTP Basic Authentication with the key as the username.
No. Tars interacts with Close's API in real time. Lead details, call records, notes, and task information are sent to or retrieved from Close live during each conversation. We do not maintain a copy of your CRM data. All records live exclusively in your Close account.
Yes. The agent uses Close's Create SMS endpoint to send messages from your Close phone number to a lead's phone. It supports immediate sending, scheduled delivery, and SMS templates. Each message is logged in the lead's Close timeline for full visibility.
Close's API creates a new lead record regardless of existing entries. To avoid duplicates, you can configure the agent to first search for leads by company name or email before creating a new one. This lookup-then-create logic keeps your pipeline clean.
Close Workflows automate sequences after a lead exists. Tars AI Agents operate at the front of the funnel, capturing and qualifying leads through live conversations before they even enter Close. The agent handles multi-turn dialogue, answers product questions, and then pushes qualified data into Close where Workflows can take over.
Yes. The agent uses Close's Create Task endpoint with an assigned_to parameter containing the rep's user ID. Tasks include a description, due date, and lead association. If no assignee is specified, the task defaults to the API key owner. Reps see new tasks in their Close task queue immediately.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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