OpenPhone
Close

Openphone and Close Integration

Seamlessly connect OpenPhone with Close to supercharge your sales communication and CRM workflows.

Explore Triggers and Actions

New Call Recording Completed (Instant)
Trigger new event when a call recording has finished.
New Incoming Call Completed (Instant)
Trigger new event when an incoming call is completed, including calls not picked up or voicemails left.
New Message Received (Instant)
Trigger new event when a new message is received
New Outgoing Call Completed (Instant)
Trigger new event when an outgoing call has ended.
Create Lead
Creates a lead.
Custom Action
Makes an arbitrary call to the Close API.
Search Leads
Search leads with a given field and word.
Update Lead
Updates a lead.

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.

Popular App Usecases

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What can Ayudo do with Openphone and Close?

The OpenPhone and Close integration unifies your calling and CRM platforms, enabling sales teams to make calls, send texts, and log activities directly within Close. This integration streamlines communication, automates call logging, and enhances lead management, helping your team close deals faster and stay organized without switching between apps.

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

Frequently asked questions

What benefits does the OpenPhone and Close integration provide?

It centralizes your sales communication by allowing calls and texts through OpenPhone to be logged automatically in Close, improving efficiency and ensuring all customer interactions are tracked in one place.

How do I set up the OpenPhone integration with Close?

Simply connect your OpenPhone account within Close’s integration settings by authorizing access. Once connected, your calls and messages will sync automatically.

Can I make calls directly from Close using OpenPhone?

Yes, the integration enables you to initiate calls and send texts directly from the Close interface using your OpenPhone number.

Does the integration support automatic call logging?

Absolutely. All calls and messages made through OpenPhone are automatically logged in Close, ensuring your CRM stays up-to-date without manual entry.

Is this integration suitable for teams of all sizes?

Yes, whether you're a small startup or a large sales team, the OpenPhone and Close integration scales to fit your communication and CRM needs.

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