Close

Documentation Index

Fetch the complete documentation index at: https://docs.revdesk.com/llms.txt

Use this file to discover all available pages before exploring further.

Connect RevDesk with Close to automatically sync call data, create leads, and keep your sales pipeline updated. Built for high-velocity sales teams.

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What it does

• Auto-create leads - New callers are added to Close automatically
• Log all calls - Every conversation logged as a call activity
• Native call integration - Appears alongside Close’s built-in calling
• Opportunity tracking - Create and update opportunities from calls
• Two-way sync - Contact data flows both ways

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Setup

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Data sync

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What gets logged

Every call creates a Close activity with:

• Type: Call (inbound/outbound)
• Duration: Call length
• Note: Conversation summary and outcome
• Recording: Link to listen
• Transcript: Link to full transcript
• Associated: Lead and Contact

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Close calling + RevDesk

RevDesk complements Close’s built-in calling:

• Close calling: Your team’s outbound calls
• RevDesk: AI handles inbound calls and lead qualification
• Unified view: All calls appear in Close’s activity timeline

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Lead status automation

Automatically update lead status based on calls:

• New lead → Contacted after first call
• Contacted → Qualified when AI qualifies
• Qualified → Opportunity when appointment booked

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Requirements

• Close account (any plan)
• API key with write permissions
• Admin permissions for setup
• No additional cost from RevDesk

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Troubleshooting

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