Close Google Vertex AI

Close + Google Vertex AI Integrations

Put Close + Google Vertex AI to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Close and Google Vertex AI below — describe the exact one you want above and the Agent builds it on demand.

Close + Google Vertex AI When lead activities update in Close, classify interaction notes with Google Vertex AI.
Enrich and classify incoming sales leads with AI When a new lead is created in Close, pass their submitted notes to Google Vertex AI to automatically extract key buying signals and categorize their industry. See details
Save AI account executive summaries directly to CRM deals When Google Vertex AI generates an executive intelligence summary for a strategic account, log the summary directly onto the deal record in Close. See details
Summarize customer interaction logs on updated contact profiles Whenever a contact's activity history is updated in Close, ask Google Vertex AI to digest the recent interactions into a brief executive overview. See details

Browse the full workflow library →

Looking to achieve something else with Close and Google Vertex AI?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Close and Google Vertex AI

Everything Close and Google Vertex AI can do inside a workflow — the triggers that start one and the actions that run when it fires.

Close Explore Close →

Close is a sales-focused customer relationship management system designed for inside sales teams to handle calling, emailing, and deal tracking.

Triggers
New Call Recording

Triggers when a new call recording or voicemail is added to Close.

New Call Transcript

Triggers when a new call or voicemail transcript is added to Close.

New Call

Triggers when a new Call is created or completed.

New Contact in Contact Smart View

Triggers when a new Contact is added to a Contact Smart View.

New Contact

Triggers when a new contact is created.

Published Custom Activity

Triggers when a Custom Activity is published (saved).

Actions
Add Address to Lead

Adds an address to a lead.

Create WhatsApp Message

Creates a new WhatsApp message.

Delete Logged Call

Delete logged call.

Delete Email

Delete an email on a lead.

Delete Email Address From Contact

Deletes a single email address from an existing contact.

Export Activity Report to CSV

Exports an activity overview or an activity comparison report to a CSV file.

Google Vertex AI Explore Google Vertex AI →

Google Vertex AI is a cloud platform for machine learning designed to build, deploy, and scale artificial intelligence models.

Actions
Analyze Document

Analyzes a document (PDF, image, or text file) using Gemini Vision to extract insights, summaries, or structured data.

Analyze Text Sentiment

Analyzes text for positive or negative sentiment.

Conversation

Sends a chat message, optionally storing messages as you go.

Classify Text

Classify some text from amongst a list of categories.

Generate Code

Generates, explains, refactors, debugs, or converts code using AI. Supports multiple programming languages.

Generate Embeddings

Generates vector embeddings for text. Useful for semantic search, RAG, and similarity comparisons.

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Customer Stories

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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Close + Google Vertex AI

Is there a pre-built Close + Google Vertex AI automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Close and Google Vertex AI's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Close or Google Vertex AI connector?

No. The Agent works whether or not Close or Google Vertex AI already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

What's the most common AI Models + CRM automation?

Summarizing a deal or account's recent activity from Close using Google Vertex AI, or drafting a personalized follow-up email based on the contact's real history.

Can this write the AI's output back into the CRM record?

Yes — a summary, draft email, or score generated by Google Vertex AI can be written straight back onto the relevant field or note in Close.

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