Platform Integration

Your reps are dialing.
Everything else is falling through the cracks.

Close is built for speed. Built-in calling, email sequences, pipeline tracking. But someone still has to log the notes, update the pipeline, and follow up with the leads that didn't pick up. That someone is now OpenClaw.

OpenClaw connects to Close's full REST API. Leads, contacts, calls, emails, opportunities, custom fields. All of it.

Full API

leads, calls, emails, opportunities, custom fields

24/7

lead follow-up, even when your reps clock out

<60s

response to new Close leads via webhook

Webhooks

real-time events for leads, calls, emails, pipeline

Close handles the calls. Nobody handles the rest.

Your sales team picked Close because it's fast. But speed on the phone doesn't fix the admin pile-up after the call ends.

Call ends, notes don't get written

Your rep finishes a 12-minute call, scribbles something in the notes field, and moves on to the next dial. Three days later, nobody remembers what was discussed. The lead calls back, and your team scrambles to piece together context from a half-sentence note that says "interested, follow up."

Pipeline updates happen when someone remembers

A lead said yes on the phone. They're ready to move forward. But the opportunity still shows "Demo Scheduled" because the rep got pulled into another call. Your pipeline view is always a day behind reality, which means your forecasting is too.

Inbound leads sit while reps are on the phone

A hot lead comes in through your website at 2:15 PM. Every rep is on a call. The lead gets an auto-email that feels like an auto-email. By the time someone follows up at 4 PM, the lead has already booked a demo with someone else. Close tracks speed-to-lead. Your team's average isn't great.

Sequences run, but nobody adapts

You've built email sequences in Close for different lead stages. They work fine for the first touch. But when a lead replies with a specific question or objection, the sequence doesn't know what to do. It just sends the next scheduled email like nothing happened. That's not selling. That's spamming.

OpenClaw + Close CRM Integration

OpenClaw connects to Close through the REST API and webhooks. It watches what's happening in your account, makes decisions, and takes action. Here's what that looks like.

Instant inbound response

New lead hits Close? OpenClaw picks it up via webhook within seconds. It reads the lead data, checks the source, and sends a personalized email or SMS through Close's API. Not a template. An actual response based on what the lead submitted and what your reps would say.

Post-call notes and actions

After a call ends in Close, OpenClaw reads the call activity data and duration. It creates a structured note on the lead, updates relevant custom fields, and moves the opportunity to the right pipeline stage. Your reps can hang up and dial the next number. The admin is already done.

Pipeline stays current automatically

OpenClaw updates opportunity stages based on actual activity. Lead responded to an email? Moved to "Engaged." Call lasted over 5 minutes and they asked about pricing? "Qualified." No response in 7 days? "Needs Follow-up." Your pipeline reflects reality, not whatever your rep remembered to update.

Smart email replies, not canned sequences

When a lead replies to an email in Close with a question or objection, OpenClaw reads the thread and responds intelligently. It can pause or adjust sequences based on what the lead actually said. A lead asks about pricing? OpenClaw sends the right information instead of the next generic follow-up in the queue.

Lead data stays clean without effort

OpenClaw updates custom fields, adds tags, and writes structured notes on every lead as it learns new information. When a rep opens a lead record before a call, the context is already there: company size, budget range, decision timeline, previous objections. No digging through email threads.

Re-engages stale leads on schedule

OpenClaw monitors lead activity through the API and identifies leads that have gone quiet. It sends a follow-up email or queues a call task for your reps at the right time. Not a blanket "just checking in" message. A specific follow-up based on the last conversation and where things left off.

What is OpenClaw?

OpenClaw is an open-source AI assistant that connects to the tools you already use and operates them for you. Email, calendar, CRM, messaging. It reads, it responds, it takes action. It runs on your own devices, so your data stays yours.

It's not a chatbot you paste into a website. It's an operator that works behind the scenes, handling the tasks you keep putting off because there aren't enough hours in the day.

What this looks like in practice

Three real scenarios where OpenClaw and Close work together.

SaaS Sales Team

The demo request that books itself

A lead fills out your demo request form at 7:45 PM. Every rep is offline. OpenClaw picks up the webhook, reads that they're a 50-person company looking for CRM migration, and sends a personalized email within 40 seconds. The lead replies asking about integrations. OpenClaw answers with specifics from your docs and sends a booking link. You come in the next morning to a qualified demo on the calendar with full context notes in Close.

Recruiting Agency

Candidate follow-up that never lapses

Your recruiters make 80 calls a day through Close. After each call, OpenClaw creates a structured note with the candidate's availability, salary expectations, and role preferences. It updates the custom fields and moves the opportunity to the right stage. When a candidate goes quiet for 5 days, OpenClaw sends a personalized check-in referencing their last conversation. Your recruiters just dial.

Insurance Agency

Renewal outreach that runs itself

Policy renewals are 60 days out. OpenClaw queries Close for leads with renewal dates in that window, checks the last activity, and sends a tailored email referencing their current coverage and any changes worth discussing. Leads who respond get moved to "Renewal Active" with a call task assigned to the right rep. The ones who don't get a follow-up sequence. No spreadsheets. No manual tracking.

How setup works

Three steps. We handle the technical work.

1

We connect OpenClaw to your Close account

We generate an API key in Close and configure webhooks so OpenClaw can listen for new leads, call activities, email events, pipeline changes, and opportunity updates. This happens on day one.

2

We configure the AI for your sales process

Your qualification criteria. Your pipeline stages. Your tone. Your objection handling. We configure OpenClaw to respond and act the way your best rep would. Not generic scripts. Specific to how your team sells.

3

OpenClaw starts operating your Close account

Leads come in. Calls get logged. Pipeline updates happen automatically. OpenClaw handles the follow-up, the data entry, the re-engagement. You review the first few days, tell us what to adjust, and we fine-tune. Within a week, it's running on its own.

Simple pricing

One-time setup. No monthly fees from us. No contracts.

Discovery Call

See if this makes sense for your team.

Free

  • 15-minute video call
  • Review your Close setup and sales process
  • Honest recommendation on next steps
Book a Call
Most Popular

Remote Setup

Full Close integration over screen share.

$1,200

  • Full OpenClaw + Close API integration
  • Webhook configuration for leads, calls, emails
  • AI configured for your pipeline and sales voice
  • 14 days of post-setup support
Get Started

In-Person Setup

We come to your office. NYC area.

$2,400

  • Everything in Remote, plus
  • On-site at your office in NYC
  • Full team training session
  • 30 days of post-setup support
Get Started

Common questions

Does OpenClaw replace Close?
No. OpenClaw connects to Close through its REST API and operates your existing account. Your leads, call recordings, email threads, and pipeline data stay exactly where they are. OpenClaw adds intelligence on top so the CRM works harder without more effort from your team.
What Close features can OpenClaw access?
OpenClaw connects to Close's full API: leads, contacts, opportunities, activities (calls, emails, SMS, notes), custom fields, Smart Views, sequences, and webhooks for real-time event triggers. If Close exposes it through the API, OpenClaw can read it, write to it, and act on it.
How long does the integration setup take?
Most Close integrations are running within 3 to 5 days. API keys and webhooks connect on day one. The remaining time goes toward configuring OpenClaw for your specific pipeline stages, qualification criteria, and communication style. Within a week, it's handling leads on its own.
Which Close plan do I need?
Any Close plan includes API access. The Startup plan ($49/mo per user) works fine. Higher-tier plans add features like custom activities, call coaching, and predictive dialer, all of which OpenClaw can also integrate with if you have them.
Will OpenClaw interfere with my existing sequences?
No. OpenClaw works alongside your existing Close sequences and automations. It reads events through webhooks and the API, then takes action based on rules you define. Your sequences keep running as they are. OpenClaw handles the parts that need judgment, like responding to replies and updating pipeline stages.

OpenClaw + Close works across industries. See setup details for yours:

Your reps should be selling, not doing data entry.

Book a free 15-minute call. We'll look at your Close setup together and figure out where OpenClaw can take work off your team's plate.

Book a Free Discovery Call