AI agents for Close CRM
A Monmo agent works in Close the way an inside sales assistant would. It prepares each rep's call list with context, logs what happened after the calls you make, drafts the follow-up emails, builds Smart Views from a plain description and keeps opportunity statuses honest. It connects with your own Close API key and asks before it sends, enrols, creates or changes anything.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Close
Prepare the day's call list
Before your calling block it builds a list of leads to ring from a Smart View, and adds two lines on each: the last conversation, the open opportunity and a suggested opener. You make the calls.
AskBefore 10am, prepare my call list from the Hot Leads Smart View with two lines of context on each lead.
Log outcomes after your calls
After a calling session or a Zoom demo it reads your call notes and any recordings' summaries, then proposes the note, the lead status, the opportunity update and the next task for each lead, all on one card.
AskLog the outcomes from this morning's calls: update lead statuses and add a follow-up task where I promised one.
Draft follow-ups from your templates
It drafts a follow-up for each conversation, in Close or Gmail, using your Close email templates as a base, filled in with what was actually discussed. You read the batch and allow the ones that should go.
AskDraft follow-up emails for today's demos using our post-demo template, and personalise each from my notes.
Build a Smart View from a description
Describe the leads you want, such as trial sign-ups from last month with no reply to two emails. The agent works out the filters, shows the count and a sample, and saves the Smart View once you agree.
AskMake a Smart View of leads from last month's trials who haven't replied to two or more emails.
Prepare workflow enrolments
For a new group of leads it checks who is already in a workflow, removes anyone who opted out or replied, and shows you exactly who would be enrolled. Enrolling waits for your approval.
AskGet the webinar leads ready for the nurture workflow. Show me who would be enrolled and who you left out.
Keep opportunity statuses honest
Every Friday it lists opportunities whose expected close date has passed or that have had no activity for three weeks, and proposes a new date, a status change or a lost reason for each.
AskEvery Friday, list Close opportunities past their close date and suggest a new date or a lost reason for each.
Report on rep activity and pipeline
On Monday it pulls calls logged, emails sent, opportunities created and value won per rep, compares them with the week before and writes a short summary in Google Sheets for your sales meeting, with a version for Slack.
AskEvery Monday at 8, report last week's activity and opportunities won per rep in Close against the week before.
How it connects
- 1You connect Close once with an API key created under your own user in Close's developer settings. The agent then works with that user's role and permissions in your organisation.
- 2You choose which agents may use Close. A sales agent uses it every day; a marketing agent may only need to read Smart Views to plan a campaign.
- 3Reading leads, opportunities, activities and Smart Views happens without asking. Changing a lead or opportunity, creating tasks or notes, enrolling anyone in a workflow and sending any email ask first. The agent does not make phone calls or send text messages.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Close is not on screen.
On screen
Google Docs
Salesforce
Google Slides
Pick a job. Watch it get done.
- Why
- From today’s calls and the follow-up emails.
- Where
- Fieldwork Salesforce · 3 opportunities
- What to expect
- Changes stage, amount, close date and next step. Nothing is deleted.
- Open pipeline$610k
- Moved forward$184k
- Stalled 14+ days2 deals
- Slipped to April1 deal
Your team. Connected to everything.
Pipeline review — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent make calls in Close?
No. Calling stays with you and your reps. A Monmo AI agent prepares for the calls: it builds the call list, gives you context on each lead and, afterwards, logs the outcome, updates the opportunity and drafts the follow-up email. It does not send text messages either.
Can it enrol leads in Close workflows automatically?
It prepares the enrolment and you approve it. The agent checks each lead's history, leaves out people who replied or opted out, and shows you the final list with the workflow it would use. Nobody is enrolled and no email is sent until you allow it.
Which Close user should I connect?
Connect the user whose work the agent should support. For one rep's pipeline, that rep's own API key is right. For team reports, connect a user who can see every rep's leads and opportunities. The agent never has more access than the user behind the key, and you can delete the key in Close at any time.
Can it keep Close and our calendar in step?
Yes. When a demo is booked through Calendly or added to Google Calendar, the agent can find the lead in Close, add the meeting as a note or task and prepare a brief before the call. Each change in Close still asks first, through the Close connection or in its own browser when the connection does not cover something.