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.
Conversation example
VIP Lead just opened a tracked email. Pulling context...
Maya Chen (Brightloop) just opened your email 'Pricing & SOC 2 Docs' — 90 seconds ago. Context: - Opportunity: Brightloop Platform — $34k, Negotiation - Sequence: outbound-v3 (Step 4/6) - Last call: 22 min, 2 days ago - Previous open: 5 days ago (same thread) She's clearly re-reading your proposal. Want me to draft a 'saw you were in the doc — anything I can clarify?' reply you can ship in 2 clicks?
More Close use cases
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.
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.
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.