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Close.com

Connect Close.com to review leads, opportunities and calls with Milo. A useful first task is preparing for an account conversation from the information already recorded in your CRM.

Connect Close.com

In Close, create an API key under Settings → Developer → API keys. In the Milo app, choose Connections → Close.com and enter the key in the connection form. Use an account with access to the intended team records. Keep the key in the connection flow rather than pasting it into a conversation.

Prepare an account brief

Summarize this lead's current opportunities and recent calls. Separate recorded facts from open questions, include dates, and identify what I should verify before the next meeting.

Provide the lead's name or record identifier. When names are similar, ask Milo to confirm which record it used before relying on the summary.

Read the record carefully

A recorded opportunity value is not a completed sale. A call record also does not guarantee that a transcript or detailed notes are available. Ask Milo to mark missing context instead of inventing what was discussed. This connection's documented starting scope is seeing leads, opportunities and calls; do not assume it can place a call or change a pipeline stage.

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