Close.io
Native Close.io CRM connection in Famulor's automation engine β leads, contacts, opportunities and notes.
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 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
Connect your Close.io account
OAuth, API key or MCP β credentials stay encrypted on the connection.
2
Build the automation
Wire triggers, AI steps and Close.io actions in the visual builder.
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.


