# Close.com

Bring leads, opportunities and calls from Close.com into your review.

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](https://app.joinhexagon.com), 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.

## Related guides

- [Connections](https://joinhexagon.com/docs/connections.md)
- [Disconnect an account](https://joinhexagon.com/docs/disconnecting-accounts.md)

## References

- [Milo app](https://app.joinhexagon.com)
- [Close.com official documentation](https://developer.close.com/)

Last updated: 2026-10-31
Canonical: https://joinhexagon.com/docs/close
Markdown: https://joinhexagon.com/docs/close.md