Close

Let your sales reps focus on selling, not admin. Assista automates lead creation and communication logging in Close, saving your team hours daily.
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Release date
July 23, 2025
Category
Sales & Customers

Automate Your Sales Communications with Assista and Close

Connecting your Close account to Assista automates the logging of all your sales activities, creating a complete and accurate record of every customer interaction. Free yourself and your team from the repetitive tasks of manual data entry after every call and message.

For solopreneurs, consultants, and founders, Assista ensures every new lead is captured and every communication is logged, allowing your sales team to focus on building relationships and closing deals, all with simple, natural language commands.

Key Actions

These are the core actions Assista can perform with your Close account, giving you the building blocks to create powerful automations. With a total of 6 actions available, you can manage your leads, tasks, and communications.

  • Create Lead: Automatically generate a new lead in your Close CRM from any source.
  • Create Call Log: Add a new call log to a lead's activity feed to record a conversation.
  • Create SMS Log: Automatically log an SMS message sent or received from a lead.
  • Create Task: Assign a new follow-up task to a specific lead to ensure no opportunity is missed.
  • Get Note: Retrieve the content of a specific note from a lead's activity history.

Begin using Close templates today to unlock more from your business tools and reduce manual effort!

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