CloudTalk Close

CloudTalk + Close Integrations, Built by an AI Agent

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

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

CloudTalk + Close When an SMS message is exchanged in CloudTalk, log the text message in Close. See details
Send text messages to newly created leads When a new lead is created in Close, automatically send a welcome SMS via CloudTalk to establish immediate contact. See details
Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in CloudTalk, automatically log the activity on the contact's record in Close. See details
Dispatch text confirmations on won deals When a deal is won in Close, send an automated SMS via CloudTalk to confirm details with the client. See details

Browse the full workflow library →

Looking to achieve something else with CloudTalk and Close?

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

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Triggers & actions for CloudTalk and Close

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

CloudTalk Explore CloudTalk →

CloudTalk is a cloud-based call center software and business phone system built to help sales and support teams handle inbound calls.

Triggers
New Call

Triggers when call is made via CloudTalk.

New Contact

Triggers when a contact is created or updated in CloudTalk.

New SMS

Triggers when a SMS is sent/received via CloudTalk

Actions
Create or Update Activity

Creates a new or updates an existing activity.

Create or Update Contact

Creates a new or updates an existing contact.

Create Contact

Create a new contact.

Send SMS

Send SMS via CloudTalk

Update Contact

Update an existing contact

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.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
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.
J
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.
R
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

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about CloudTalk + Close

Is there a pre-built CloudTalk + Close automation?

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

Does this require a pre-built CloudTalk or Close connector?

No. The Agent works whether or not CloudTalk or Close 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.

How does connecting Close and CloudTalk help track phone communications?

Inbound calls, text messages, and missed calls handled in CloudTalk can automatically log activities or update lead profiles directly inside Close.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Close can prompt CloudTalk to send an automated SMS confirmation or message to the client.

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