CRM
Connect Close to Your AI Agents
Enable your Wkil agents to manage leads, log calls and SMS, and create follow-up tasks through the Close CRM.
Authentication: API key
What you can do
- Manage leads through the sales pipeline
- Log calls, SMS, and follow-up tasks
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
Create Lead
Add a new sales lead to the pipeline.
Create Task
Add a follow-up task linked to a lead.
Create Call
Log a sales call activity.
Create SMS Message
Send an SMS to a lead's contact number.
Get Notes
Retrieve notes logged on a lead.
Delete Call
Remove a logged call record.
Practical agent use cases
- An agent creates a lead and a same-day follow-up task as soon as a new inquiry comes in.
How it works with Wkil
- 1Choose the integrationAdd Close to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
Related integrations
FAQ
Can an agent text a lead directly?
Yes — an agent can send an SMS to a lead's number and it's logged on the lead's record automatically.