Lead Enrichment Automation on Close, Powered by AI
Run Lead Enrichment on top of Close with a DeskFerry agent. Faster execution, fewer errors, zero manual busywork.
84 contacts enriched. Latest write-back:
Meeting notes
- • Title: VP of Operations · Series B (Mar 2024) · 80 FTE.
- • Stack: HubSpot, Stripe, Notion, Slack, Linear.
- • Buying signals: 2 ops hires last 60d, recent G2 review search.
How does Close work for Lead Enrichment automation?
Close works for Lead Enrichment automation by powering a DeskFerry agent that runs the workflow end-to-end inside your existing tools — no code, no custom build.
- 01
Trigger fires
The agent connects to Close alongside the other apps your team already uses, watches for the triggers that matter for Lead Enrichment, and takes the next step on its own while keeping a complete audit trail for review.
- 02
Run every contact created today through @Close
AI enriches leads with company data, social profiles, technographics, and intent signals.
- 03
Write back to @Salesforce
Teams typically see near-complete for inbound records once the agent is in production.
- 04
You approve
You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Run every contact created today through @Close
- 2Write back to @Salesforce
How it connects
Connect Close. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Close with one click, and lead enrichment runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- CloseConnect
- SalesforceConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Close + DeskFerry can do
Real Close actions your AI agent can perform automatically — no manual work required.
Create or update contacts
AI creates new contact records in Close from incoming leads or updates existing records when information changes.
Manage deal pipeline
Move deals through pipeline stages in Close based on AI-detected engagement signals and qualification scores.
Log activities and notes
Automatically log emails, calls, and meeting notes to the relevant contact or deal record in Close.
Enrich contact profiles
Pull firmographic and demographic data from external sources and append it to contact records in Close.
Score and qualify leads
AI evaluates new leads in Close against your ideal customer profile and assigns qualification scores.
Assign ownership rules
Route new contacts and deals in Close to the right sales rep based on territory, round-robin, or custom rules.
Generate pipeline reports
Extract deal data from Close and compile pipeline health summaries, win-rate trends, and forecast snapshots.
Sync data bi-directionally
Keep records in Close synchronized with other tools so every system reflects the latest contact and deal information.
Title: VP of Operations · Series B (Mar 2024) · 80 FTE.
Fields extracted and validated; assignee notified in Slack.
Held for review — one value fell under your confidence bar.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Agent2:47 PM
Updated Salesforce · Contacts with the result.
- Agent2:46 PM
Applied your rule and recorded the result.
Reason: All required fields matched with high confidence.
- Agent2:45 PM
Wrote the record for Contact · Sam Okafor (Beacongrid).
- Agent2:44 PM
Read the transcript and extracted action items.
- Agent2:30 PM
Triggered by call end event in Granola.
How it works
Get started in three steps
Step 01
Connect Your Close Account
Authorize Close via OAuth in one click. DeskFerry maps your contacts, deals, and custom fields automatically.
Step 02
Set Up Sales Automation Rules
Define triggers — new lead, deal stage change, stale pipeline — and the AI actions to take in Close.
Step 03
Launch & Track Revenue Impact
Your AI agent starts working inside Close. Track leads processed, deals influenced, and time saved on your dashboard.
Start automating Lead Enrichment for Close
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
How long does it take to set up Lead Enrichment automation with Close?
Most users connect Close and launch their first Lead Enrichment automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure Lead Enrichment-specific rules through a visual no-code builder.
How does Close data stay secure during Lead Enrichment automation?
All data exchanged between Close and DeskFerry during Lead Enrichment processing is encrypted in transit and at rest. We use OAuth tokens for Close access, never store raw credentials, and maintain full audit logs of every Lead Enrichment action.
How does DeskFerry automate Lead Enrichment directly inside Close?
DeskFerry connects natively with Close to handle the full Lead Enrichment workflow. The AI agent monitors Close events, processes Lead Enrichment tasks automatically, and writes results back to Close — no copy-pasting or tab-switching required.
How does Lead Enrichment automation scale with increased Close volume?
The Lead Enrichment agent scales automatically as your Close activity grows. Whether you process 10 or 10,000 Lead Enrichment tasks per day from Close, the AI handles the volume without slowdowns or additional configuration.
Do I need technical skills to connect Close for Lead Enrichment automation?
No coding required. The no-code builder walks you through connecting Close and configuring Lead Enrichment rules visually. Your team can set up, modify, and manage Close-based Lead Enrichment workflows without any developer involvement.
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