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Integration · Vapi to Close CRM

Vapi and Close CRM integration

Close is built for fast, phone-first sales teams. We connect a Vapi AI voice agent to it, so new leads get a qualifying call within minutes, and the summary, outcome and next step are waiting on the Close lead when your rep picks it up. 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
Get a written scope
Vapi Close CRM

One call ends in Vapi. In Close CRM:

  1. New Close lead gets a callFrom your Vapi agent
  2. Qualified on the callWith your questions
  3. Summary and task in CloseReady for the rep
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

Get a fixed price for Vapi + Close CRM

One-time setup, no monthly fees. Tell us where to send it and we reply within 2 working days.

or

Who connects Vapi and Close

Close users care about speed: smart views, sequences and built-in calling all exist to get reps talking to leads faster. The gap is volume and time zones. When leads arrive overnight or faster than reps can call, the first touch still waits.

A Vapi voice agent can make that first call immediately, ask your qualifying questions and hand over only the leads worth a rep’s time. Connected to Close, it reads the lead, writes back a clear summary and outcome, and creates the task that puts the lead in the right rep’s inbox.

  • High-volume inbound salesEvery new lead gets a qualifying call in minutes, day or night.
  • Teams selling across time zonesLeads that arrive overnight are qualified before the team logs on.
  • Reactivation campaignsThe agent calls old leads from a smart view and flags the ones ready to talk.

What we connect between Vapi and Close CRM

A typical setup. We adjust each line to how your team uses Vapi and Close CRM.

When this happensThis is what you get
A new lead in Close, or a smart view you chooseA call from your Vapi agent, with the lead’s details
An AI call endsA call activity on the Close lead, with the summary at the top
The answers to your qualifying questionsSaved to the lead fields you choose
The call outcomeThe lead status or opportunity you choose
A qualified leadA task for the right rep, so it shows in their Close inbox
The transcript and recordingLinked from the call activity

Field mapping, event by event

Each Vapi event and exactly what it writes in Close CRM. Pick an event to see its fields.

1. Trigger · Vapi When an AI call ends Every call made or received in Vapi
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 start time15 Sep, 4:00 pm Shown in your time zone
Call length Call length3 min 04 s Stored the way Close CRM expects
Call outcome How the call endedCaller hung up Matched to your own list of outcomes
Recording Call recordingPlayable audio Added once the file is ready
Summary and transcript Call summaryWants a demo next week Saved as note text
Lead Matched by phone number+1 415 555 0142 A new lead is created only if none match
1. Trigger · Vapi 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
Summary Call summaryWants a demo next week At the top of the note
Transcript 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 Vapi calls Your team builds and maintains every step
Where it runs In your own Vapi 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 Vapi and Close CRM setups usually go wrong

Not calling the same lead twice

Leads can enter Close from several sources. We check recent activity first, so the agent never calls someone a rep just spoke to.

Answers in the right fields

Qualifying answers are only useful if they land in fields you can filter on. We map each question to a Close field.

Summaries reps will read

AI transcripts are long. We put a short summary and the outcome first, with the full transcript below.

The right rep gets the task

Qualified leads go to the owner or to your round-robin rules, agreed with you before go-live.

How we set it up

  1. 1

    Agree the agent’s job

    Who it calls, what it asks, and what each outcome changes in Close. You get a written scope with a fixed one-time price.

  2. 2

    Access for the setup

    Access to your Vapi account and a Close admin user.

  3. 3

    We connect and test

    We send test leads, take the calls ourselves and check every field, status and task in Close.

  4. 4

    Handover

    A short document of the flow. It runs in your own accounts, with no monthly fee from us.

Agents on headsets working at their desks
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 Vapi 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.

Get a written scope

Tell us what should happen in Close CRM when a call ends. We reply within 2 working days.

Free download

The integration health check

10 checks to make sure your website, CRM and dialer really are passing information between them.

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From the blog

Further reading

All articles →

Questions about Vapi and Close CRM

Can a Vapi agent call new Close leads automatically?

Yes. New leads, or leads in a smart view you choose, can trigger a call from your Vapi agent within minutes.

Where do the qualifying answers go?

Into the Close lead fields you choose, so reps and smart views can filter on them. The summary sits on the call activity.

Can you build the Vapi agent as well?

Yes. If you do not have an agent yet, we can set one up with your script and qualifying questions in the same project.

Is there a monthly fee?

No. You pay once for the setup. There is no monthly or per-task charge from us. Your Vapi usage and Close plan are billed by them as usual.

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Rather talk it through?

Thirty minutes on how your team uses Vapi and Close CRM. You leave knowing what we would build and what it would cost.

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Team discussing a project around a laptop
Call ended03:04 · inbound Lead qualifiedTask for rep Call-back taskAssigned to the contact owner