Category
Professional Services
Built by
Beam.ai
Close is a customer and revenue platform used by sales teams to manage leads, contacts, opportunities, calls, and tasks. Beam agents can read those records, apply an approved rule, create or update the next record, and route exceptions for review. Start with an event such as a lead replies or a sales task becomes due, then confirm account permissions and connector availability before moving it into production
What the Close integration does
Close is a customer and revenue platform used by sales teams to manage leads, contacts, opportunities, calls, and tasks. In Beam, it becomes a controlled action point: agents can retrieve the context they need, make an approved update, and hand unusual cases to a person. The exact objects and permissions depend on the connector configuration, so use the capability evidence in the migration record when defining a workflow.
How Beam agents use Close
A workflow starts with an event such as a lead replies or a sales task becomes due. The agent checks leads, contacts, opportunities, calls, and tasks in Close, applies the workflow rule, performs the permitted update, and records the result. If the data is incomplete or the requested action falls outside the connector's permissions, the agent routes the case for review instead of guessing.
Example workflows
When a lead replies or a sales task becomes due, a Beam agent reads leads, contacts, opportunities, calls, and tasks in Close, updates the next record, and routes exceptions to the responsible owner.
When a workflow request arrives, a Beam agent retrieves leads, contacts, opportunities, calls, and tasks from Close, applies the agreed rule, and records the outcome for sales teams.
After a status, approval, or delivery event changes, a Beam agent checks leads, contacts, opportunities, calls, and tasks in Close, sends the next notification, and leaves an auditable handoff.
Operational value
Fewer manual handoffs between Close and the systems around it.
A clearer audit trail for leads, contacts, opportunities, calls, and tasks and exception handling.
More consistent movement from a lead replies or a sales task becomes due to the next owner or system.
Before you build
Confirm the supported leads, contacts, opportunities, calls, and tasks, authentication scopes, and availability for your Beam workspace. Keep exception handling explicit: the agent should pause and route a case when required data or permissions are missing.
