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Native automations

Close.io

Create and update Close.io leads, contacts, opportunities and notes straight from your Famulor automations.

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 in Famulor.

Triggers

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

AI steps

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

CRM & apps

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

Milian for Close.io

Close.io, designed for AI agents.

Convert Close.io to agentic-first. Milian builds the automation workflow, connects it to your assistant, and runs it in the conversation or on a schedule.

AI-Native Automation

Milian turns your brief into a workflow and connects it to the right assistant.

Milian Missions

Run work now, during a conversation, or on a schedule. Milian uses your connected apps.

Agentic CRM & Sales

Agents read context, write data back, and complete the next process step themselves.

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6 Actions

Available actions

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

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Create lead

Create a lead in Close.io.

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Update lead

Patch a Close lead.

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Create contact

Attach a contact to a Close lead.

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Create opportunity

Create an opportunity on a Close lead.

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Create note

Post a note activity on a Close lead.

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Search

Search Close leads by query.

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1 Triggers

Available triggers

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

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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. 01

    Connect your Close.io account

    OAuth, API key or MCP: credentials stay encrypted on the connection.

  2. 02

    Build the automation

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

  3. 03

    Test and activate

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

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.

Ready to connect Close.io to the native engine?

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