Integrations / CRM
Close on WhatsApp: manage calls and opportunities with an AI agent
Flann turns Close into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Close for you. Customer records are only as good as their last update. With Close connected to Flann, updates happen from WhatsApp, in the moment, by text or voice note, instead of in a guilty catch-up at the end of the week.
14 actions in Close. 8 only look things up, and 6 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Close
You do not need the exact wording. These are the kinds of messages Flann turns into Close actions.
“Show me my notes in Close.”
“Look up the contact in Close.”
“Show me my activities in Close.”
“Create a call in Close.”
“Create a lead in Close.”
“Create a task in Close.”
What Flann can work with in Close
Close gives Flann 14 actions across 9 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Calls | createdelete | 2 |
| Opportunities | look up | 2 |
Here is what changes when Close goes through Flann instead of its own screens.
| Compare | Close on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about calls | By hand, screen by screen | 8 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 6 changes, made from a message |
| Close records | All of them, one screen at a time | 9 kinds, from one chat |
| Set-up | Nothing new to set up | Your Close API key, once |
YesPartlyNo
Step by step: Close jobs you can hand to Flann
How a request turns into real Close actions, one step at a time.
Get answers about your contacts
- You message Flann on WhatsApp: “What is the latest on our contacts in Close?”
- Flann runs
Get Contactin Close and shows you what it found. - Nothing in Close is changed: these are look-ups, so they run straight away.
Check your opportunities from WhatsApp
- You message Flann on WhatsApp: “Show me where our opportunities in Close stand.”
- Flann runs
List OpportunitiesandGet Opportunityin Close and shows you what it found. - Nothing in Close is changed: these are look-ups, so they run straight away.
Get answers about your notes
- You message Flann on WhatsApp: “What is the latest on our notes in Close?”
- Flann runs
Get Notesin Close and shows you what it found. - Nothing in Close is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Close
Small jobs, repeated often, are where the time goes. Here is how they change once Close is connected.
Chat enquiries into proper leads
Today
New enquiries arrive on WhatsApp, Instagram and Facebook, and most never make it into Close. The ones that do are typed in late, with the phone number missing.
With Flann
“Add everyone who enquired on Instagram this week to Close as new leads.”
Because Flann already answers those conversations, it knows who asked about what. It prepares a lead in Close for each new enquirer, with their name, channel, the product they asked about and the language they wrote in.
What you stop doing: Leads from social messages no longer vanish between apps.
Merging the duplicate contacts
Today
The same customer sits in Close three times, under a nickname, a work email and a misspelt surname. Every report you pull is slightly wrong because of it.
With Flann
“Find duplicate contacts in Close and show me which ones to merge.”
Scanning Close for matching phone numbers, emails and similar names, Flann groups the likely duplicates and shows which record holds the most recent activity.
What you stop doing: Cleaning contacts stops being a job you put off every quarter.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Close
- Search for Close in Flann’s Connectors.
- Paste your Close API key into the secure form Flann opens. You will find the key in your Close account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Close action itself.
Of the 14 Close actions, 8 only read. The other 6 create, update, send or delete. Disconnect Close in Connectors whenever you like.
Ways to use Close with Flann
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Close in a few lines you can read in a queue.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Close: last deal, last note, last time you spoke.
Follow up the leads you forgot
Ask Flann which leads in Close have not heard from you in a week. It lists them and drafts the follow-up for each.
Everything Flann can do in Close
Every Close action Flann can run, split into what it reads and what it changes.
Looks up 8
- Get Contact
- Get Notes
- Get Opportunity
- List Activities
- List Custom Activity Types
- List Custom Object Types
- List Opportunities
- Who Am I
Changes 6
- Create Call
- Create Email
- Create Lead
- Create SMS Message
- Create Task
- Delete Call
More CRM apps Flann works with
TwentyCommon questions
What can Flann do with calls in Close?
Flann can create and delete calls in Close, using 2 actions (Create Call, Delete Call). Each one changes something in Close.
What can Flann do with opportunities in Close?
Flann can look up opportunities in Close, using 2 actions (Get Opportunity, List Opportunities). All of them only look things up, so they run straight away.
How does Flann connect to Close?
Open Connectors in Flann, choose Close and paste your Close API key into a secure form. You will find the key in your Close account settings. Once it is connected, Flann can use 14 actions in Close.
Do I need to open Close to use it with Flann?
No. Once Close is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Close.
Is Close included in my Flann plan?
Yes. Every Flann plan includes every app, Close included.