Log Calls as Close Activities from WhatsApp
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.
Conversation example
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...
Matched: Maya Chen — Brightloop (Lead lead_bY2x...). Current status: Potential Current Opportunity: 'Brightloop Platform' — $34k Logging a Call Activity...
Activity logged in Close. Type: Call (outbound) Direction: outbound Duration: 22 minutes Notes: 'Covered pricing. Maya waiting on board approval. Positive signals — champion confirmed budget. Follow up Thursday.' Outcome: answered Also created a Task: 'Follow up with Maya Chen — Thursday 10 AM' and nudged the Opportunity Expected Value up to $34k.
More Close use cases
Enroll Leads into Close Sequences from Chat
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.
Daily Dialer Summary on WhatsApp
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.
Update Close Opportunities from WhatsApp
Change Opportunity status, value, or expected close date by messaging the agent. Pipeline stays current even when reps are on their phones all day.
Real-Time Email Open Alerts for VIP Leads
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.
Weekly Rep Performance Reports
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.
Deploy this in minutes
Create a LunoGen agent, connect Close, and start running this workflow from WhatsApp today.