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.
Conversation example
Bump the Linden Labs opp to $47k, status Negotiation, expected close May 20
Finding the Linden Labs Opportunity...
Found: 'Linden Labs — Annual Plan' (Lead: lead_xA82...) Current value: $38,000 Current status: Proposal Current close: 2026-04-30 Applying updates...
Done. - Value: $47,000 (+$9k) - Status: Negotiation - Expected close: 2026-05-20 Logged a Note on the Lead: 'Expanded scope — added API add-on. Pricing agreed verbally.' The Lead status auto-rolled from Interested → Hot based on your pipeline rules.
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.
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.