Integration

Connect with Close

Close your customer engagement loop.

Why connect Close with Arvat?

Sync Close.io’s calling, emailing, and lead data to Arvat so AEs, CSMs, RevOps, and founders can see activity and outcomes in one unified view—driving predictable growth.

Use Case

Give every touchpoint impact:

AEs & RevOps: Ensure follow-ups happen on time—if a prospect hasn’t responded in 3 days, trigger a reminder in Arvat.

CSMs: See onboarding call notes from Close directly in the customer timeline—no more searching for lost voicemails.

Founders & PMs: Analyze which sales sequences lead to long-term retention versus one-off churn.

Create triggers based on keywords or speaker sentiment

Features

Turn every call, email, and lead into a growth signal:

Activity sync: All outgoing/incoming calls, emails, SMS logs, and notes in Close appear in Arvat per contact/account.

Deal stage mapping: Map Close pipeline stages (e.g., “Demo Scheduled,” “Proposal Sent,” “Won”) to Arvat health triggers.

Automated reminders: Trigger tasks for AEs or CSMs when calls go unreturned or deals stagnate for X days.

Custom field mapping: Bring over any Close field—Lead Status, Opportunity Value, Region—to enrich Arvat profiles and segments.

Playbook triggers on interaction gaps: If no activity for 7 days on an account, automatically assign outreach to the AE or CSM.