How the flow runs
A native automation connects Close.io to calls, CRM and run history.
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.
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.
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.
01
Connect your Close.io account
OAuth, API key or MCP: credentials stay encrypted on the connection.
02
Build the automation
Wire triggers, AI steps and Close.io actions in the visual builder.
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.