VoiceAI + Close CRM
Send AI call data to Close CRM through Zapier for automated lead management
How VoiceAI Works with Close CRM
VoiceAI pairs with Close CRM through Zapier to streamline your inside sales workflow. After every call your AI phone agent handles, structured data — including caller name, phone number, email, call summary, transcript, sentiment analysis, call outcome, recording URL, and appointment details — is sent to Zapier. From there, you build a Zap that routes this data into Close CRM however you need it.
Close CRM is built for high-velocity sales teams that live on the phone. By connecting VoiceAI's call data to Close through Zapier, you can automatically populate your pipeline with qualified leads, log calling activity, and keep your sequences running without manual data entry. Your reps see every AI-handled conversation in their Close timeline, ready for follow-up.
You control the automation. VoiceAI captures the call intelligence, Zapier delivers it, and you decide exactly how leads, activities, and opportunities get created or updated inside Close CRM.
How This Connection Works
After every call, your VoiceAI agent sends structured call data (caller name, phone number, email, call summary, transcript, sentiment, outcome, and more) to Zapier. You build the automation that routes this data into Close CRM — it takes about 5 minutes to set up and runs automatically after that.
What This Integration Does
Getting Started
Connect your VoiceAI account to Zapier and select a call event trigger
Connect your Close CRM account as the action app in your Zap
Map VoiceAI call data fields — caller info, summary, outcome — to Close CRM fields
Every completed AI call automatically sends data through your Zap into Close CRM
Real-World Use Cases
Inside Sales Lead Capture
An inbound prospect calls your sales line after hours. Your AI agent qualifies them, captures budget and timeline, and sends all data to Zapier. Your Zap creates a Close CRM lead with custom fields populated, assigns it to the next available rep, and queues a follow-up sequence for the morning.
Pipeline Activity Logging
Every AI-handled call is logged as a Close CRM activity on the matching contact record. Reps open Close and see a complete call history with summaries, sentiment scores, and recording links — no manual note-taking required.
Outbound Warm-Up Sequences
When your AI agent identifies a high-intent caller, the Zap sets the lead status to 'Hot' in Close CRM and enrolls them in an outbound email sequence. By the time your rep calls back, the prospect has already received a personalized follow-up.
Frequently Asked Questions
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“We switched to VoiceAI and haven't looked back. Our AI agent books more appointments than our previous receptionist — and it never calls in sick.”
— Trusted by 60+ businesses across dental, legal, real estate, and home services
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