Close
Close CRM (often called Close.com) is a sales-focused CRM that helps teams manage leads, track deals, and communicate with prospects through built-in calling, email, and SMS from one platform. Wrk provides workflow automation that can connect with Close to eliminate repetitive sales operations tasks by using bots, APIs, and AI-driven processes. When integrated, Wrk can automatically trigger actions based on events in Close—for example enriching new leads with external data, routing prospects to the right sales rep, generating contracts when a deal is won, syncing data with other systems, or sending notifications and reports—allowing sales teams to spend less time on manual admin work and more time on closing deals.
Why Choose Wrk for
You use powerful apps, but managing growth still creates bottlenecks. Wrk takes those manual tasks off your plate so you can scale without the stress.
Integrate
Close
with Anything
Wrk turns
Close
bottlenecks into seamless workflows.
Wrk Turns Manual Tasks into Automations
Wrk handles the busywork
Smarter
Close
with A.I.
Grow without adding extra headcount
Real Automation Solutions
Automated Lead Capture and Routing
Turn every inquiry into an actionable sales opportunity
Wrk helps sales teams capture and route leads across website forms, email, marketing platforms, and CRMs. When lead information is entered and assigned manually, records can be incomplete, duplicated, or delayed, increasing the risk of missed opportunities. Wrk’s automated workflows validate incoming information, create accurate CRM records, and assign each lead to the appropriate sales representative based on predefined rules. Automated workflows can:
Capture lead information from forms, emails, campaigns, and other sources
Validate data and identify duplicate or incomplete records
Create or update CRM records and route leads by territory, service, or priority
Clients reported:
Faster response times for new sales inquiries
More accurate and consistent CRM data
Fewer missed opportunities and less manual data entry
Automated Meeting Scheduling and Preparation
Book meetings faster and give every sales representative the context they need
Wrk helps sales teams automate meeting coordination and preparation across CRMs, calendars, email, and task management platforms. Manually comparing availability, sending reminders, and gathering prospect information can slow response times and take representatives away from selling. Wrk’s automated workflows coordinate scheduling, keep records updated, and compile relevant information before every meeting. Automated workflows can:
Coordinate availability and schedule meetings automatically
Send confirmations, reminders, and rescheduling communications
Gather CRM records, previous interactions, and deal information into a meeting summary
Clients reported:
Faster meeting scheduling with less back-and-forth
Fewer missed appointments and scheduling conflicts
Better-prepared sales representatives and more productive conversations
Automated Sales Follow-Ups
Keep every opportunity moving with timely, personalized outreach
Wrk helps sales teams automate follow-ups across CRMs, email, messaging platforms, and internal systems. When outreach depends on manual reminders, leads can be forgotten, responses can be delayed, and valuable opportunities may be lost. Wrk’s automated workflows use lead activity, deal stages, and previous interactions to trigger the appropriate communication or sales task at the right time. Automated workflows can:
Send personalized follow-up messages based on lead activity or deal stage
Create reminders and tasks when sales representatives need to take action
Update CRM records and escalate unresponsive or high-priority opportunities
Clients reported:
Faster and more consistent prospect communication
Fewer missed follow-ups and lost sales opportunities
More time for sales representatives to focus on building relationships
Connect the Tools You Already Use
Frequently Asked Questions
What is Close, and why integrate with it?
Close CRM is a modern, cloud-based CRM built for sales teams that manage leads, communicate with prospects, and track deals through their pipeline. Our solution enhances Close by adding intelligent automation and customizable workflows, helping your team reduce manual work, maintain consistent follow-ups, and streamline key processes like lead qualification, outreach, deal progression, and post-sale handoffs.
How does the integration work?
We connect securely to Close via its API. When an event happens in Close, such as a new lead being created, a deal moving stages, or a contact replying to an email, our platform automatically triggers the appropriate workflow: assign tasks, enrich lead data, schedule follow-ups, notify the right sales rep, or sync information with other systems.
What can I automate?
Lead capture, enrichment, and qualification
Automated email, SMS, and follow-up sequences
Lead routing and task assignment for sales reps
Deal stage updates and pipeline management workflows
Contract generation and post-sale onboarding triggers
Data syncing with marketing, billing, or support tools
Is my data secure?
Yes. We use encrypted API connections and follow industry-standard security practices, including SOC 2–aligned controls, to ensure your sales data and customer information remain protected.
Will this change how I use Close?
Not at all. Your team will continue working inside Close as usual. Our platform runs in the background, automating repetitive steps and ensuring your sales workflows move faster and more reliably.
What do I need to get started?
You’ll need a Close account with API access. Our team provides onboarding and integration support to help you connect your systems and launch your first workflows quickly.
How can I try it?
Schedule a quick demo with our team, and we’ll walk you through connecting Close and launching your first automated workflow in just a few days.
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