Close and OpenPhone Integration

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

List Phone Numbers

Retrieve the list of phone numbers and users associated with your OpenPhone workspace.

Create Contact

Create a new contact in OpenPhone.

Send a Text Message

Send a text message from your OpenPhone number to a recipient.

Update Contact

Update an existing contact on OpenPhone.

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.

What can Ayudo do with Close and Openphone?

The Close and OpenPhone integration empowers sales teams to streamline communication by syncing calls, texts, and contacts directly within Close CRM. Make and receive calls using OpenPhone's powerful phone system while automatically logging all interactions in Close, ensuring your sales pipeline stays up-to-date without manual data entry. Enhance productivity, improve follow-ups, and close deals faster with this unified communication experience.

Frequently asked questions

How does the Close and OpenPhone integration work?

Once connected, all calls and messages made through OpenPhone are automatically logged into Close as activities linked to the relevant contacts and deals. This synchronization keeps your CRM updated in real-time, eliminating manual data entry and providing a complete communication history.

Can I make calls directly from Close using OpenPhone?

Yes, the integration allows you to initiate calls directly from the Close interface using your OpenPhone number, making it easy to reach out to prospects without switching apps.

Will my text messages be logged in Close as well?

Absolutely. Both inbound and outbound SMS messages sent through OpenPhone are automatically recorded in Close, giving you a comprehensive view of all communications with your contacts.

Is there a delay in syncing data between OpenPhone and Close?

No, the integration syncs data in real-time, ensuring your CRM reflects the latest call and message activity instantly.

What do I need to get started with the Close and OpenPhone integration?

You need active accounts on both Close and OpenPhone. Simply connect your OpenPhone account within Close’s integration settings to start syncing calls and messages.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Close and Openphone?

Frequently asked questions

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