RevSquared + Close CRM.
RevSquared pairs with Close CRM through Zapier to streamline your inside sales workflow. After every call your AI phone agent handles, structured data flows into Close CRM however you need it.
How RevSquared Works With Close CRM.
RevSquared pairs with Close CRM through Zapier to streamline your inside sales workflow. After every call your AI phone agent handles, structured data — including caller name, phone number, email, call summary, transcript, sentiment analysis, call outcome, recording URL, and appointment details — is sent to Zapier. From there, you build a Zap that routes this data into Close CRM however you need it.
Close CRM is built for high-velocity sales teams that live on the phone. By connecting RevSquared's call data to Close through Zapier, you can automatically populate your pipeline with qualified leads, log calling activity, and keep your sequences running without manual data entry. Your reps see every AI-handled conversation in their Close timeline, ready for follow-up.
You control the automation. RevSquared captures the call intelligence, Zapier delivers it, and you decide exactly how leads, activities, and opportunities get created or updated inside Close CRM.
What This Integration Does.
Every feature built to keep your business running without you on the phone.
Create Close CRM Leads
Build a Zap to create Close CRM leads from AI-handled call data.
Log Call Summaries
Build a Zap to log call summaries and transcripts as Close activities.
Update Contacts
Build a Zap to update existing Close contacts with new call information.
Trigger Sequences
Build a Zap to trigger Close sequences based on call outcomes.
Set Lead Status
Build a Zap to set lead status and custom fields from call sentiment.
Assign Leads
Build a Zap to assign leads to reps based on call qualification data.
Getting Started.
You'll be connected in minutes, not days.
Connect your RevSquared account to Zapier and select a call event trigger
Connect your Close CRM account as the action app in your Zap
Map RevSquared call data fields — caller info, summary, outcome — to Close CRM fields
Every completed AI call automatically sends data through your Zap into Close CRM
Real-World Use Cases.
Businesses like yours are already using this integration.
Inside Sales Lead Capture
An inbound prospect calls your sales line after hours. Your AI agent qualifies them, captures budget and timeline, and sends all data to Zapier. Your Zap creates a Close CRM lead with custom fields populated, assigns it to the next available rep, and queues a follow-up sequence for the morning.
Pipeline Activity Logging
Every AI-handled call is logged as a Close CRM activity on the matching contact record. Reps open Close and see a complete call history with summaries, sentiment scores, and recording links — no manual note-taking required.
Outbound Warm-Up Sequences
When your AI agent identifies a high-intent caller, the Zap sets the lead status to 'Hot' in Close CRM and enrolls them in an outbound email sequence. By the time your rep calls back, the prospect has already received a personalized follow-up.
Frequently Asked Questions.
Everything you need to know about this integration.
How does RevSquared connect to Close CRM?
+
Can RevSquared create leads in Close CRM automatically?
+
Does the Close CRM integration work with call recordings?
+
What call data does RevSquared send to Zapier for Close CRM?
+
Related Integrations.
Ready to Connect RevSquared + Close CRM?
Build a custom AI phone agent in under 5 minutes. No credit card required.