Leads with several contacts
In Close, a lead is a company with contacts inside it. We agree which contact the agent calls and log the conversation against that person, not the first number on the record.
Integration · Retell AI to Close CRM
Retell AI and Close CRM integration
Close teams are on the phone all day, which is exactly why nobody picks up the new lead that just arrived. We connect Close to a Retell AI voice agent so that first call happens anyway, and the summary, status and task land on the lead before a rep gets to it. 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
Retell AI
Close CRM
One call ends in Retell AI. In Close CRM:
- A new lead arrives in CloseForm, import or inbound
- The Retell AI agent callsQualifies and books
- Lead updated in CloseStatus, note, 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
Everyone is on a call, so nobody takes the call
Close is chosen by teams who sell by phone. Reps live in smart views and the dialer, and that is the point. It also means that at any given moment most of the team is mid-conversation, so a lead landing at 2:40pm waits until someone finishes, then until someone notices, and the fifteen-minute window everybody talks about has gone.
A Retell AI agent fills exactly that gap. It calls the new lead immediately, asks the qualifying questions your reps ask, and either books a meeting or finds out that it is not worth one. The lead is updated, a task goes to the owner’s Close inbox, and the rep picks up a conversation that already has substance in it. Nobody is replaced; the first sixty seconds simply stop being nobody’s job.
- Teams where everyone is always dialingNew leads are called immediately rather than when someone is free.
- After-hours and weekend enquiriesLeads arriving outside working hours still get a prompt call.
- Qualifying before a rep spends timeReps take the conversations that are already worth having.
What we connect between Retell AI and Close CRM
A typical setup. We adjust each line to how your team uses Retell AI and Close CRM.
When this happensThis is what you get
A new lead, or one matching your triggerA call from your Retell AI agent, with the lead’s details
An AI call endsA note on the Close lead with the call summary
The call outcomeThe opportunity status or a lead field you choose
A meeting booked on the callA task and calendar entry for the lead owner
The transcript and recordingLinked from the note, for anyone who wants the detail
No answerA retry at the time you choose, then a task for the owner
Field mapping, event by event
Each Retell AI event and exactly what it writes in Close CRM. Pick an event to see its fields.
1. Trigger · Retell AI
When an AI call ends
Every call made or received in Retell AI
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
Start timestamp15 Sep, 4:00 pm
Shown in your time zone
Start timestamp15 Sep, 4:00 pm
Shown in your time zone
Call length
Duration ms3 min 04 s
Stored the way Close CRM expects
Duration ms3 min 04 s
Stored the way Close CRM expects
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Summary and transcript
TranscriptWants a demo next week
Saved as note text
TranscriptWants a demo next week
Saved as note text
Owner
Agent idMaria Lopez
Matched to the same person in Close CRM
Agent idMaria 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 · Retell AI
When the call summary is ready
Transcript and summary are finished
2. Action · Close CRM
Save a note
In Close CRM, on the lead — Readable by anyone who opens the record
Close CRM field
Mapped from
What happens
Transcript
TranscriptAgent: Hi, this is…
Below the summary
TranscriptAgent: Hi, this is…
Below the summary
Lead
Same match as the call+1 415 555 0142
Linked to the same record as the call
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 Retell AI calls
Your team builds and maintains every step
Where it runs
In your own Retell AI 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 Retell AI and Close CRM setups usually go wrong
Not every lead should be called
Referrals, existing customers and re-opened leads usually want a person. We agree the trigger precisely, so the agent takes the calls nobody was making rather than the ones that matter most.
Tasks that reach the Close inbox
A summary nobody sees is worth nothing. Outcomes create tasks for the lead owner so they appear where reps already work their day.
Concurrency and bursts
A standard Retell AI account includes twenty concurrent calls, with more charged per concurrent call per month. We pace the queue so an import of five hundred leads does not need extra concurrency to behave.
How we set it up
- 1
Agree the call rules
Which leads trigger a call, what the agent asks, what each outcome changes in Close, and who gets the task. You get a written scope with a fixed one-time price.
- 2
Access for the setup
A Super User invite in Close and access to your Retell AI account and agent. Nothing for your team to install.
- 3
We connect and test
We create test leads, take the calls ourselves, and check every note, status, task, opportunity and calendar entry.
- 4
Handover
A short document of the flow. 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 Retell AI 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 Retell AI and Close CRM
Can a Retell AI agent call new Close leads automatically?
Yes. A new lead, or any trigger you choose, starts the call, and the summary, status and task are written back to the lead in Close.
Will it call leads we want a rep to handle?
Only if you tell it to. The trigger is agreed precisely at scoping, so referrals and existing customers can be left for a person.
Does the rep find out what was said?
Yes. The note leads with a short summary and next step, and a task goes to the lead owner so it appears in their Close inbox.
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 Retell AI plans are unchanged.
Rather talk it through?
Thirty minutes on how your team uses Retell AI and Close CRM. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Opportunity updatedMeeting booked
Call-back taskAssigned to the contact owner