Close CRM Integration & Workflow Automation
Run Close on autopilot. Keep the veto.
6 actions
Your sales team's Close actions — creating leads, sending SMS, logging calls — fire on autopilot, and the mistake ships before you see it. Rills proposes the action; you approve from your phone.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential crm action from Close arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Create lead for 14 unassigned contacts?
14 prospects · source: LinkedIn
No owner assigned in 48h
Similar leads closed last week
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About Close automation
Close automation that runs unchecked ships messages, logs calls, and assigns tasks that look right in the moment but break relationships later. Without a human check, these actions go out unsupervised, skewing pipeline data and burning prospect trust.
When Close runs unsupervised
A sales rep or lead source triggers a new lead in your CRM. That lead gets a follow-up call, an SMS, a task — all without you knowing. The wrong message goes out to the wrong prospect, and support questions pile up.
- Create SMS Message: A canned follow-up text fires to a prospect who already opted out.
- Create Call: A call gets logged as "completed" when it never connected, inflating activity metrics.
- Create Lead: A scraped contact becomes a qualified lead, wasting follow-up energy on a cold tire-kicker.
- Create Task: A reminder task spawns for a deal that already closed, clogging your queue.
What Rills does inside Close
Rills watches the actions your Close automation wants to take — creating leads, logging calls, sending SMS — and pauses each one until you give the nod. You see the context, decide if it fits, and approve or reject from anywhere.
The lead sits in limbo until you clear it, not the other way around.
Why Close has no triggers and how Rills fills the gap
Close doesn't fire native events you can react to in real time. So Rills polls your account on a schedule or waits for an external signal — like a new email from your support inbox — to propose an action.
- Poll every 10 minutes for new leads without assigned owners, proposing a Create Lead action with qualification steps.
- Run a daily check on calls logged in the past 24 hours, flagging any Create Call with zero duration for deletion.
- Monitor your Google Calendar for meeting cancellations, then propose a Delete Call or Create Task to update the related record.
- Watch for SMS bounced notices from your provider and suggest resending via Create SMS Message with a corrected number.
What Rills can do in Close
2 of 6 actions across reads, writes, and updates.
- 01
Create Lead
Adds a new lead (company or organization) to your Close CRM pipeline with contact information, addresses, and status. Enables you to quickly organize prospect companies and their associated contact details in one place.
- 02
Create Task
Create a new task in Close.com to track follow-ups, reminders, and to-do items linked to your leads and deals. This helps you stay organized and ensures nothing falls through the cracks in your sales process.