Close CRM Integration

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Prerequisites

1. An active Close CRM account.
2. An OpenMic account with at least one agent created.
3. Access to the OpenMic Dashboard.

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Step 1: Connect Your Close CRM Account

1. Go to Integrations in your OpenMic Dashboard.
2. Locate the Close CRM card.
3. Click Connect Close CRM.
4. Log in and approve access.

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Step 2: Add Close CRM Tools to an Agent

1. Navigate to Dashboard → Simple Agents.
2. Select or create an agent.
3. Open the Custom Functions tab.
4. Click Add Function and choose from:
   • Close CRM Lead Get — Search for a lead by name, phone, email, or other info
   • Close CRM Lead Create — Create a new lead with contact details
   • Close CRM Lead Update — Update lead name, description, or status
   • Close CRM Contact Create — Add a new contact to an existing lead
   • Close CRM Contact Update — Update contact name, phone, email, or title
5. For Lead Create, a Test Phone Number field is available for web call testing.

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Step 3: Configure Your System Prompt

You are a sales assistant for [Your Company Name]. You manage leads and contacts in Close CRM.

Today's date and time is {{now.est}}.

Your Approach:
When a caller reaches out, use `get_closecrm_lead` to search for them. If they're new, create a lead with `create_closecrm_lead`. If you learn new details during the call, update the lead with `update_closecrm_lead` or add a new contact with `create_closecrm_contact`.

Key Rules:
- Always search for existing leads before creating new ones
- Update lead status as the conversation progresses
- Add contacts to existing leads rather than creating duplicate leads

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Available Tools

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Close CRM Lead Get

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Close CRM Lead Create

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Close CRM Lead Update

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Close CRM Contact Create

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Close CRM Contact Update