Run an AI sales agent inside Close
Connect Close in one click and hand off the busywork: an autonomous agent that routes inbound leads, logs calls into activities, drafts first-touch replies, nudges stalled opportunities, and reports on your pipeline — all under the approval rules you set. You choose the autonomy, it does the work.
7-day trial · Cancel anytime
Fleece AI connects to Close through managed OAuth and lets autonomous agents read and update leads and opportunities, log calls and custom activities, and act on your smart views in real time. Agents combine Close with 3,000+ other apps — Gmail, Google Calendar, Slack, HubSpot — so a new lead can be routed, a call can become a follow-up task, and a stalled deal can surface where your team works, under the approval rules you set.
At a glance
| Category | Sales |
|---|---|
| Availability | Pro plan and up — included in the 7-day trial |
| Connects to | 3,000+ apps via managed OAuth |
| Setup | Connect your tools — no code required |
| Autonomy | Suggest-only to fully autonomous, with approval gates |
| Pricing | 7-day trial (€1 card check, credited back), then paid plans |
By Loïc Jané · Updated June 21, 2026
What a Fleece agent does with Close
Close is where an inside-sales team runs its day — inbound leads land, opportunities move through the pipeline, reps work their smart views, and the built-in calling and SMS keep conversations flowing without leaving the CRM. The problem is everything around the selling: routing new leads to the right rep, logging what happened on a call, chasing deals that quietly stall, and pulling the numbers together on a Friday. A Fleece agent sits on top of Close and takes that layer off your plate. It reads the leads and opportunities you point it at, understands the context, and acts — routing, drafting, logging, nudging, or reporting — according to the instructions you give it in plain language.
Under the hood, the connection runs through managed OAuth: you authorize Close once, and Fleece handles tokens, scopes, and refresh securely. From there the agent can create and update leads and opportunities, read and write custom activities, log calls and their outcomes, query smart views to find exactly the records that matter, advance opportunity statuses, create and assign tasks, and draft the emails your sequences would otherwise send blind. Event triggers let it react in real time — the moment a lead is created, an opportunity changes status, or a call is logged — with no polling and no delay.
What makes this different from Close's built-in Workflows and email sequences is judgment. A sequence fires the same steps at every contact; a Workflow matches fixed conditions. A Fleece agent reads the actual lead — the notes, the last activity, the source — decides whether it is worth pursuing, writes a first touch that fits, and coordinates the rest of your stack to finish the job. And because Fleece agents work as a hierarchy — a lead agent delegating to specialized child agents — one Close-facing agent can hand enrichment to a research agent, a digest to a data agent, and a reply to an email agent, then report back.
What the agent can do in Close
Inbound lead routing
Reads every new lead, enriches it, and routes it to the right rep through your smart views — so nothing sits unassigned in the queue.
First-touch drafts
Writes a contextual first reply from the lead's source and notes, ready for one-click send, instead of firing a generic sequence at everyone.
Calls into activities
Logs call outcomes as custom activities, summarizes what was said, and creates the follow-up task with the next step already filled in.
Stale-deal nudges
Watches opportunities that have not moved and surfaces them with context — last touch, amount, owner — before they slip away unnoticed.
Real-time triggers
Reacts the moment a lead is created, an opportunity changes status, or a call is logged, through event-based triggers rather than polling.
Approval gates
Anything that leaves the building — an external email, a status change, a bulk update — pauses for your one-click sign-off before it happens.
Automations sales teams run on Close
These are concrete setups you can describe to a Fleece agent in plain language. Each one combines Close with other connected apps.
Inbound: route the lead and draft the first touch
When a new lead is created in Close, the agent enriches it, matches it to the right rep through the relevant smart view, and drafts a first-touch email in Gmail that reflects the lead's source and message. You approve the send in one click. Owners get a heads-up so no inbound lead waits hours for a first reply.
Calls: turn every conversation into logged work
After a call is logged through Close's built-in calling, the agent writes the outcome as a custom activity, creates the follow-up task with a due date, and books the next meeting on Google Calendar when one was agreed. If the call flagged a blocker, it posts a short note to the deal's Slack channel so the team has context.
Pipeline: nudge the deals that quietly stall
The agent runs a smart view of opportunities with no activity in a set window, and for each one posts a nudge to the owner in Slack with the amount, stage, and last touch. It suggests a next step and, on approval, drafts the re-engagement email — so stalled deals get worked instead of forgotten.
Reporting: a pipeline digest that writes itself
Every Monday the agent pulls opportunity and activity numbers from Close, cross-checks them against HubSpot where marketing owns the top of the funnel, and posts a pipeline digest to Slack: deals created, deals advanced, deals lost, and the week's forecast. No one exports a CSV.
How to connect Close to Fleece AI
Create your Fleece account
Sign up and start the 7-day trial. You land in a workspace where agents, flows, and integrations live together.
Connect Close via managed OAuth
Pick Close from the integrations catalog and authorize it in one click. Fleece manages tokens and scopes for you; you can revoke access at any time from Close or from Fleece.
Describe the job in plain language
Create an agent and tell it what to watch and what to do — "route new leads by smart view, draft the first touch, and nudge me on deals with no activity for ten days". No flow charts to build.
Set autonomy and approval gates
Choose what the agent may do on its own and what waits for your sign-off. Sending an external email or changing a deal's status can pause for one-click approval.
Run it on triggers or a schedule
Let the agent react to Close events in real time, or schedule recurring flows — the Monday pipeline digest, the daily stale-deal sweep — that run without you.
Close works better with the rest of your stack
Close automations get powerful when they cross app boundaries. Pair Close with Gmail so first-touch and re-engagement emails go out from the rep's own inbox, with Google Calendar so agreed next meetings are booked the moment a call ends, with Slack so stalled deals and won opportunities surface where the team already works, and with HubSpot so the top-of-funnel that marketing owns and the pipeline that sales works stay in sync. It all runs through the same agent, under the same approval rules. Fleece connects to 3,000+ apps, so the stack you already sell on is almost certainly covered.
Frequently asked questions
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Put Close on autopilot
Connect Close in one click, describe the job in plain language, and let an autonomous agent route leads, log calls, and work your pipeline. 7-day trial, cancel anytime.
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