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ClickRuntime

Automate Close

Close is where your reps work leads, log calls and move leads through statuses. Automations tell the team when a new lead comes in, when one reaches a status that matters, and what was said on a call, so nobody has to refresh the lead list to find out. Describe what you want to your AI assistant, check what it will do, and it keeps running.

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Try asking

Create a ClickRuntime automation: when a lead is created in Close, post the company name, contact name and email to #new-leads in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Close

New leads, status changes and logged calls posted to your team as they happen, with call notes summarised. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Post every new Close lead to Slack

Each lead created in Close shows up in Slack with the company and main contact.

See how it works
The moment it happens

Hear when a Close lead becomes Qualified

I'm told the moment a lead moves into Qualified.

See how it works
The moment it happensAI

Share a summary of each call logged in Close

Every logged call appears in Slack with the lead, duration and a short summary of the notes.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Close, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Close automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Close should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every morning, find Close leads with no call or email in 10 days and create a follow-up task for each owner.

When a Close opportunity is marked Won, post the lead name and value in Slack.

When a Typeform is submitted, create a Close lead, have AI write a personal first email from the answers and log the lead in a Google Sheet.

Beyond chat

Have Close work when you're not in the chat

Connecting Close to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Close

You connect Close with an API key generated in your own Close account. The key acts as the user who created it, in that user's organization.

Close

CRM

  1. In Close, open Settings, then Developer, then API Keys.
  2. Create a new API key and copy it.
  3. In the ClickRuntime dashboard, open Connections & secrets and save the key as a secret for Close.

Good to know

Close limits that affect automations

  • Each API key belongs to one user and one organization, so the automation sees what that user can see.
  • Rate limits apply per group of endpoints. When one is hit, Close says when the limit resets and the automation waits before retrying.

FAQ

Questions about automating Close

What can ClickRuntime see in Close?
Whatever the user who created the API key can see in their organization: leads, contacts, statuses and activities such as calls.
Do alerts arrive in real time?
Yes. Lead creation, lead updates and new call activity reach the automation by webhook as they happen.
Can I alert only on one status, like Qualified?
Yes. Tell your assistant the status name, and only leads that move into it are posted.
Do Close automations need AI?
Only for summarising call notes. New-lead and status alerts run without it, and summaries use the AI that comes with every ClickRuntime plan, so you don't need your own AI key.
Whose API key should I use?
Because the key is tied to one user, create it from a user who can see every lead the automation should cover.
Is this a Close connector for ChatGPT or Claude?
Not for chatting with Close data. A chat connector lets your assistant read and change Close while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Close event.

Related pages

Keep exploring

Tell your assistant what Close should do

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