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Close integration
Voipcom AI for Close
Every call your team takes is scored and summarized by AI and written straight onto the Close Lead, with summary, sentiment, and next steps logged as a call activity on the timeline and follow-up Tasks created from the action items. No copy-paste, no manual call logging.
Close · Activity timeline Prospect wants pricing for a 40-seat rollout and a security review before deciding. Comparing two vendors; decision targeted for end of quarter.
score
Follow-up tasks
Close is the sales CRM built for teams that live on the phone, with calling, email, and SMS unified around the Lead. That makes the conversation the heart of every deal, yet the conversation itself is the part that usually never gets written down. Reps log from memory, type a one-line note, or move to the next dial and skip it. Voipcom AI closes that gap: it listens to every call your phone service already records, scores and summarizes it, and writes the result into Close automatically.
Captured on every call
No copy-paste
What lands in Close
Close · Lead Activity timeline
Each call lands on the Lead's activity timeline as a logged call activity carrying the AI summary, sentiment, and AI-extracted next steps, so the record reflects what was actually said instead of a one-line "left a voicemail."
Tasks
Commitments and action items the AI hears on the call become follow-up Tasks on the Lead, assigned with due dates, so the next step is never lost in the next round of dials.
Contacts
The call activity is tied to the Lead and the specific Contact who was on the phone, so anyone opening the record sees who said what across the full conversation history without pulling up a single recording.
Smart Lead Gen
New Leads, captured from the call
On every inbound and outbound call, Voipcom AI checks whether the caller already exists in Close. If not, it creates a new Lead automatically — and reads the conversation for the details that normally never make it into the CRM, so a forgotten entry never quietly costs you a lead.
How it works
From spoken word to Close record
Your phone service records the call
Nothing new for reps to install — Voipcom AI reads the calls your system already captures.
Voipcom AI scores and summarizes it
An 8-dimension score, a clean summary, sentiment, key topics, and the action items — in seconds.
It lands in Close, automatically
Written to the right record with follow-up tasks, before the rep has finished their coffee.
Why it matters
Why Close teams run Voipcom AI
Call logging that does itself
Close is built for high call volume, and typing notes after every dial is exactly what slows a rep down. The summary, sentiment, and next steps are on the Lead before they hang up, so pipeline hygiene stops depending on discipline.
Coaching tied to the record
Voipcom AI scores every call against an eight-dimension rubric and ranks your team on a weighted leaderboard. Managers see who to coach and why, with the exact moments quoted, right next to the Close data they already work in.
Forecasting that reflects reality
When sentiment, objections, and commitments are captured on the Lead for every call, the pipeline stops flattering you. Deals that are slipping start to look like they are slipping.
The Voipcom AI Chrome extension rides along too, keeping a read-only call panel beside Close so reps see the summary and score without leaving the Lead they are working in.
Voipcom AI works the same way for teams that run their whole outbound motion on Close:
FAQ
Common questions
Does Voipcom AI work with Close? +
Yes. Voipcom AI writes AI call summaries, sentiment, and next steps onto the Close Lead's activity timeline, and creates follow-up Tasks from the action items on each call. It is available exclusively to Voipcom voice clients.
What exactly gets written into Close? +
For each call, Voipcom AI logs a call activity on the Lead's timeline carrying the AI summary, key topics, sentiment, and AI-extracted next steps, ties it to the Lead and the Contact who was on the call, and turns commitments and action items into assigned follow-up Tasks with due dates.
Can Voipcom AI create new leads in Close? +
Yes. On both inbound and outbound calls, Voipcom AI checks whether the caller already exists in Close and creates a new Lead if they do not. With Smart Lead Gen enabled, the AI also detects the caller name, email, phone, company, and reason for calling from the conversation and writes them onto the new Lead automatically.
Do reps have to log calls manually? +
No, and that is the point. Voipcom AI listens to the calls your phone service already records and writes the structured result into Close automatically, so call logging stops depending on whether a rep remembers to do it between dials.
Is this only for sales teams? +
No. Any team that runs on Close and takes calls benefits, from outbound sales to account management. Because every call is also scored on the eight-dimension coaching rubric, managers get a consistent quality signal across the whole team.
How do we turn on the Close integration? +
Voipcom AI is exclusively for Voipcom voice clients. Book a short demo and we will show it running on a real call and writing into a Close Lead end to end.
See Voipcom AI write into Close, live
Book a 15-minute demo and watch it score a real call and drop the summary, sentiment, and follow-up tasks straight into your CRM.