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Native automations

Close.io

Native Close.io CRM connection in Famulor's automation engine β€” leads, contacts, opportunities and notes.

Back to integrationsCRM & Sales6 Actions1 Triggers
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Famulor

How the flow runs

A native automation connects Close.io to calls, CRM and run history.

1Connect your Close.io account
2Build the automation
3Test and activate

What the engine includes

No-code flows for Close.io: triggers, AI steps, CRM and history β€” in Famulor, not Zapier-only.

Triggers

Calls, bookings, inbound webhooks, schedules and CRM events start the flow.

AI steps

Generate text, extract fields, branch and loop β€” inside the builder.

CRM & apps

Native CRM actions plus 1000+ connected apps on the automation platform.

Available actions

Actions Famulor can run in Close.io from an automation run.

Create lead

Create a lead in Close.io.

Update lead

Patch a Close lead.

Create contact

Attach a contact to a Close lead.

Create opportunity

Create an opportunity on a Close lead.

Create note

Post a note activity on a Close lead.

Search

Search Close leads by query.

Available triggers

Events in Close.io that start a native Famulor flow.

Close.io webhook

Fires when Close.io POSTs to this automation's inbound URL.

Live in three steps

Connect Close.io in the automation platform.

  1. 1

    Connect your Close.io account

    OAuth, API key or MCP β€” credentials stay encrypted on the connection.

  2. 2

    Build the automation

    Wire triggers, AI steps and Close.io actions in the visual builder.

  3. 3

    Test and activate

    Dry-run against sample data, then activate. Every run lands in history.

Ready to connect Close.io to the native engine?

Start an automation run: triggers, AI steps, CRM and run history β€” plus 1000+ more apps.

Close.io FAQ

Frequently asked questions about the Close.io integration

Setup takes less than 5 minutes. Connect your Close.io account, configure your voice agent preferences, and start automating your phone calls immediately.