Close
Microsoft Entra ID

Close and Microsoft Entra Id Integration

Seamlessly connect Close CRM with Microsoft Entra ID to enhance security and streamline user management.

Explore Triggers and Actions

New Custom Event
Trigger new event when the configured types of events are triggered.
New Lead Status Change
Trigger new event when a Lead's status is changed
New Lead
Trigger new event when a new Lead is created
New Opportunity
Trigger new event when a new Opportunity is created
Add Member To Group
Adds a member to a group Microsoft Entra ID.
Remove Member From Group
Removes a member from a group Microsoft Entra ID.
Search Groups
Searches for groups by name or description.
Update User
Updates an existing user in Microsoft Entra ID.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Close and Microsoft Entra Id?

The integration between Close and Microsoft Entra ID enables organizations to unify their customer relationship management with robust identity and access management. By linking Close’s powerful sales platform with Microsoft Entra ID, teams can leverage single sign-on (SSO), automated user provisioning, and enhanced security protocols to ensure smooth and secure access for all users. This integration simplifies user lifecycle management, reduces IT overhead, and strengthens compliance across your sales operations.

Connect
Close
and
Microsoft Entra ID
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What benefits does integrating Close with Microsoft Entra ID provide?

Integrating Close with Microsoft Entra ID offers streamlined user access through single sign-on, automated provisioning and deprovisioning of users, enhanced security with multi-factor authentication, and centralized user management to improve operational efficiency and compliance.

How do I set up the integration between Close and Microsoft Entra ID?

To set up the integration, you need to configure Close as an enterprise application within the Microsoft Entra ID portal, enable single sign-on using SAML or OAuth protocols, and map user attributes for provisioning. Detailed setup guides are available in both Close and Microsoft Entra ID documentation.

Can I control user access to Close based on Microsoft Entra ID groups?

Yes, you can assign and manage user access to Close based on Microsoft Entra ID security groups. This allows you to automate role-based access control and ensure that only authorized users can access specific Close features or data.

Does this integration support multi-factor authentication (MFA)?

Absolutely. By leveraging Microsoft Entra ID’s security features, including MFA, you can enforce additional layers of authentication for users accessing Close, enhancing your organization’s overall security posture.

What happens to user access in Close when a user is removed from Microsoft Entra ID?

When a user is removed or disabled in Microsoft Entra ID, the integration automatically revokes their access to Close, ensuring that only active and authorized users maintain access to your sales platform.

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