Emra + Close
Your bots search and update your leads, contacts and opportunities in Close, log notes and tasks, and draft emails.
What your bots can do in Close
Connect Emra with Close to use 24/7, always-on AI agents that work like your team.
- 01
Search your pipeline
Find leads, contacts and opportunities by status, owner or close date, and count or total them.
- 02
Keep records current
Create and update leads, contacts, opportunities, tasks and notes, and merge duplicate leads.
- 03
Draft follow-up emails
Draft emails, from your templates if you like. Drafts wait in Close and are never sent on their own.
- 04
Catch up on a lead
Read a lead's emails, texts and Notetaker meeting transcripts before the next call.
Things to ask
- How many opportunities close this month, and what's the total?
- Draft a follow-up to Acme using our post-demo template
- Catch me up on Northwind before my 2pm call
Add Close to a bot
It takes about a minute, and each person signs in once.
To a bot you have
- 1Open the bot’s settings and click + under Apps
- 2Choose Close and add it to the bot
- 3Sign in with your own Close account
To a new bot
- 1Click New bot, name it and say what it’s for
- 2Click Connect apps beside its name and choose Close
- 3Add it to the bot, then sign in with your own Close account
Then ask. The bot works in Close as you, with your access.
Your own sign-in
Each person signs in to Close themselves. A bot uses the sign-in of whoever is talking to it, never a teammate’s.
Only the bots you choose
A bot can use Close only once it has been added to that bot.
Switch off any action
Turn off any Close action for your sign-in, or remove it from a bot, whenever you like.
Questions about Close and Emra
How do I use AI agents with Close?
Add Close to an Emra bot and sign in, then ask the bot in plain words, in its chat or in Slack. It is an AI agent that works in Close as you, and it can run on a schedule you set.
What AI agents work with Close?
Emra bots do. Each is an always-on AI agent that works like a member of your team, and it connects to Close alongside the other apps you use, so one bot can carry a task from one app to the next.
Do Emra bots have their own computer?
Yes. Every Emra bot has its own computer and web browser in the cloud. It works in Close through this integration, and it can use any website your team can for the work that happens elsewhere.
Can AI agents work in Close around the clock?
Yes. Emra bots are always on. Give one a schedule and it does the work in Close at the times you set, or ask it anything, at any hour.
How do I connect Close to Emra?
Open a bot’s settings, click + under Apps and choose Close. Add it to the bot, then sign in with your Close account. It takes about a minute.
Whose Close account does a bot use?
The account of whoever is talking to it. Each teammate signs in with their own, and a bot never uses one person’s sign-in for someone else.
Can I limit what a bot does in Close?
Yes. Any Close action can be switched off for your own sign-in, and Close can be removed from a bot at any time.
Is there anything to install?
No. Your bots reach Close from Emra’s cloud, so you only sign in.
More integrations
See all integrations- AmplemarketSearch people and companies, enrich leads and run sequences
- Apollo.ioProspect, enrich leads and load outreach sequences
- AttioSearch and update your CRM records, lists, notes and tasks
- GmailSend mail as you
- SlackSearch, read and post in your channels and DMs, as you
- NotionSearch, read and write your pages, databases and comments, in your name
Get started using Close with Emra
Create your workspace, add Close to a bot, and ask it your first question.