Run Close CRM from WhatsApp — calls, sequences, and deal updates in one thread
Close is a sales engagement CRM built for high-velocity inside sales teams, with native calling, email, SMS, and Sequences. The LunoGen Close integration connects your AI agent to the Close API so it can read and write Leads, Contacts, Opportunities, Activities, and enroll people into Sequences — all from WhatsApp messages, inbound webhooks, or cron jobs.
Close reps live in the dialer. They don't want to alt-tab to a CRM to update a deal, drop a contact into a Sequence, or log a quick call note. With LunoGen, every one of those actions becomes a WhatsApp message. The agent logs Activities automatically after each conversation, pushes opportunity updates to Close in real time, and delivers daily dialer summaries — so reps stay on the phone and managers stay informed.
In Close, go to Settings → Developer → API Keys → Create New API Key. Name it 'LunoGen Agent' and copy the key.
In LunoGen → Credentials → New → Close. Paste the API key and test the connection.
In Close → Settings → Developer → Webhooks → Add Webhook. Point it to your LunoGen webhook URL and subscribe to events like opportunity.created, activity.call.completed.
In LunoGen, map your Close Sequence IDs to friendly names (e.g. 'outbound-v3' = Sequence ID seq_abc123) so you can enroll from chat with natural language.
After any call you note in WhatsApp, the agent finds the matching Close Lead and logs a Call Activity with duration, outcome, and notes — so your Close call log stays current.
Just got off a 22-min call with Maya at Brightloop. Covered pricing, she's waiting on board approval, next step follow-up Thursday.
Matching Maya at Brightloop in Close...
Drop any Lead into a Close Sequence by sending the agent a plain-English message. The agent resolves the Lead, picks the right Sequence, and handles the enrollment.
Drop all new Leads from Voltek Energy into the 'outbound-v3' sequence
Searching Close for Voltek Energy Leads...
Every evening the agent pulls the day's calls from Close — total dials, talk time, connections, meetings booked — and delivers a summary to your WhatsApp.
Pulling today's Call Activities from Close...
Change Opportunity status, value, or expected close date by messaging the agent. Pipeline stays current even when reps are on their phones all day.
Bump the Linden Labs opp to $47k, status Negotiation, expected close May 20
Finding the Linden Labs Opportunity...
Mark any Close Lead as a VIP and the agent pings you on WhatsApp the moment they open an email from Close — with context about which thread and which step of the Sequence.
VIP Lead just opened a tracked email. Pulling context...
Every Monday the agent runs a full rep performance report from Close — dials, meetings, Opportunities created, revenue closed — and delivers it to your WhatsApp group.
Aggregating last week's Close activity by rep...
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Spin up an AI agent in under 2 minutes, plug in your Close credentials, and start running your workflows from WhatsApp.