Integration Features
Supported Resources
- Leads: Create and update lead records from qualified conversations
- Contacts: Sync contact information gathered by your agents
- Opportunities: Create and manage sales opportunities in your pipeline
Agent Actions
Configure your Dimedove agents to perform CRM operations as part of their workflows:- Create Records: Automatically create new leads, contacts, or opportunities when an agent qualifies a prospect
- Update Records: Update existing records with new information gathered during conversations
- Upsert Records: Look up existing records and update them, or create new records if no match is found
Key Capabilities
- Standard Field Schemas: Dimedove works with Close’s standard fields for each resource type, ensuring reliable data entry
- Lookup Field Support: Use designated lookup fields to find and match existing records
- Field Mapping: Map agent conversation outputs to specific Close fields for precise data entry
- Unified Inbox: Conversations that trigger CRM actions appear alongside all other channels in your Dimedove dashboard
Getting Connected
To connect your Close account:- Navigate to Settings > Integrations in your Dimedove dashboard
- Click Connect next to Close
- Authorize Dimedove with your Close account
- Your available resources (leads, contacts, opportunities) will be discovered automatically
- Configure agent actions to start syncing data
Close integration requires a Pro subscription with third-party integrations enabled.