Leads with several contacts
In Close, a lead is a company with contacts inside it, and a parallel dialer can reach any of them. We log the call against the contact who answered, on their lead, rather than the first number on the record.
Integration · Nooks to Close CRM
Nooks and Close CRM integration
Close is built for teams who sell by phone, and its dialer calls one number at a time. Nooks calls two to five at once. We connect them so a Close smart view becomes the dial list and every outcome comes back to the lead it came from. It is a one-time setup by our team, not a monthly middleware subscription.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Nooks
Close CRM
One call ends in Nooks. In Close CRM:
- A smart view becomes the listPushed to the rep’s Nooks queue
- Nooks dials two to five at onceThe rep joins a live answer
- Outcome lands on the leadStatus, task or opportunity
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
The smart view is already the call list
Close teams do not really keep a separate call list. They keep smart views — saved filters like leads with no contact in fourteen days, or opportunities stalled in a stage — and a rep opens one and works down it. That is a good system with one bottleneck: the dialer underneath it calls one number at a time, so a view of four hundred leads is really a view of the forty at the top.
Nooks removes the bottleneck by dialing between two and five prospects at once and only bringing the rep in when a person answers. The connection is what keeps the loop closed: the view defines the list, the conversation goes back onto the lead it came from, and the lead drops out of the view because the thing the filter was waiting for has now happened.
- Teams working a daily smart viewThe whole view gets dialed, not just the top of it.
- Re-engaging stale leadsA view of untouched leads clears in one call block instead of a week.
- Small teams with no dedicated dialer adminThe list builds itself from filters the team already maintains.
What we connect between Nooks and Close CRM
A typical setup. We adjust each line to how your team uses Nooks and Close CRM.
When this happensThis is what you get
A Close smart viewPushed to the Nooks list for the rep who owns it
A call connects to a live personA call activity on the Close lead and contact, owned by the rep
The Nooks dispositionThe opportunity status or a lead field you choose
A voicemail dropped by NooksLogged on the lead as a message left, not as a conversation
A missed call or callback requestA task for the lead owner, so it appears in their Close inbox
A bad numberFlagged on the lead so it leaves the view and the dial list
Field mapping, event by event
Each Nooks event and exactly what it writes in Close CRM. Pick an event to see its fields.
1. Trigger · Nooks
When a call ends
Every call made or received in Nooks
2. Action · Close CRM
Log the call activity
In Close CRM, on the lead — Where your team already works
Close CRM field
Mapped from
What happens
Activity date
Call time15 Sep, 4:00 pm
Shown in your time zone
Call time15 Sep, 4:00 pm
Shown in your time zone
Call length
Call length3 min 04 s
Stored the way Close CRM expects
Call length3 min 04 s
Stored the way Close CRM expects
Call outcome
Call outcomeInterested
Matched to your own list of outcomes
Call outcomeInterested
Matched to your own list of outcomes
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Call notes
Ai summaryAsked for pricing
Saved as note text
Ai summaryAsked for pricing
Saved as note text
Owner
Rep nameMaria Lopez
Matched to the same person in Close CRM
Rep nameMaria Lopez
Matched to the same person in Close CRM
Lead
Matched by phone number+1 415 555 0142
A new lead is created only if none match
1. Trigger · Nooks
When an outcome is set
A rep marks how the call went
2. Action · Close CRM
Update the opportunity
In Close CRM — Moves one record, not all of them
Close CRM field
Mapped from
What happens
Which opportunity
Most recent open opportunityNorthwind — 12 seats
On the matching lead, owned by the rep on the call
Stage
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
Call outcomeInterested
Looked up in the outcome-to-stage list we agree with you
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own Nooks calls
Your team builds and maintains every step
Where it runs
In your own Nooks and Close CRM accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where Nooks and Close CRM setups usually go wrong
The view has to empty
If the outcome does not change the field the smart view filters on, the same lead is dialed again tomorrow. We check each disposition against the views it should remove a lead from.
No voicemail set means No Answer
When a rep has no recorded voicemail, Nooks logs the call as No Answer and moves on. We check every rep has one, so a skipped voicemail becomes a message left.
Reps matched to Close users
Every Nooks user is matched to a Close user, so activity reporting counts the right person and tasks reach the right inbox.
How we set it up
- 1
Agree what connects
Which smart views feed the dialer, what each disposition changes, and which views each outcome should clear a lead from. You get a written scope with a fixed one-time price.
- 2
Access for the setup
Admin access to Nooks and a Super User invite in Close. Nothing for your reps to install.
- 3
We connect and test
We push a test view to the dialer, take and miss the calls ourselves, and check every lead, contact, opportunity, task and emptied view.
- 4
Handover
A short document of what is connected, including which views map to which lists. It runs in your own accounts, with no monthly fee from us.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting Nooks and Close CRM, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Questions about Nooks and Close CRM
Can Nooks dial a Close smart view?
Yes. The view you choose becomes the dial list for the rep who owns it, and every outcome is written back to the lead it came from.
Close has a dialer. Why add Nooks?
Close dials one number at a time. Nooks dials two to five at once and only connects the rep to a live answer, which is the difference between working a view and sampling it.
Will the lead drop out of the smart view after a call?
It should, and that is part of the setup. We check each disposition writes to the field the view filters on, so a dialed lead does not come back round tomorrow.
Is there a monthly fee?
No. You pay once for the setup. Unlike Zapier, Make and similar middleware subscriptions, there is no monthly or per-task charge from us. Your Close and Nooks plans are unchanged.
Rather talk it through?
Thirty minutes on how your team uses Nooks and Close CRM. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Opportunity updatedDemo booked
Call-back taskAssigned to the contact owner