CRM & Sales · Integration
Close
Add Close to your product for your customers, and give your AI agents governed access to it.
Embed a Close integration so your customers can work their leads, opportunities, and call and email activity from inside your product, with governed agent access to the same records. CRM instances are customised, so field and custom-object mapping is configuration per customer rather than code.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let customers sync leads, contacts, and opportunities into your product both ways.
Read call and email activity so engagement history is visible where users work.
Create or update opportunities from an event in your product.
Trigger your product when a lead status or opportunity stage changes.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent reads a lead's recent activity before drafting a follow-up.
An agent updates an opportunity within governed permissions.
An agent reacts to a stage change and runs the next step.
Example prompt
List opportunities with no activity in 14 days and the last thing that happened on each.
Set up Close in 4 steps
- 01Open the Close connector from your fastn dashboard.
- 02Have each customer authenticate their Close account.
- 03Map the lead, contact, and opportunity fields your product uses, then enable actions and triggers.
- 04Call them from your product, or expose them to an agent through the MCP server.
Why teams use the Close integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a Close integration without building it. Your customers connect their own Close account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
- Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Close update is not your on-call problem.
- One integration serves your product and your agents. The same governed Close connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.
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Close integration FAQ
How do I add a Close integration to my product?
Enable the Close connector in your fastn dashboard, then let each customer authenticate their own Close account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Close client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Close account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Close account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Close integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reads a lead's recent activity before drafting a follow-up.
Who maintains the Close integration?
fastn does. When Close changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Does the Close integration support custom fields and custom objects?
Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual Close schema does not require a deploy on your side.
Can records sync both ways?
Yes. You can read from Close, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in Close do not drift apart.
What can I build with the Close integration?
A common starting point: sync leads, contacts, and opportunities into your product both ways. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Close integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Close does not change your per-connector cost. You can start free with 3 connected accounts.
Add Close to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.