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Connected via Zapier

RevSquared + Close CRM. Calls fuel your pipeline.

Every call your AI agent takes flows into Close CRM with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier and route it however you want.

  • Webhook-based
  • Works with any Zapier flow
  • Full call payload
  • Built for inside sales teams
Connected via
Close CRMClose CRM
  • Webhooks by Zapier
  • Catch any HTTP webhook
  • Full JSON payload per call
  • Fires within seconds of call end
Common workflows

Build the Zaps your sales team needs.

One webhook out of RevSquared, then any number of Zaps that route it into Close.

New inbound prospect
Close CRMClose lead + assigned rep

Caller info creates a Close lead, fills custom fields, and round-robins to the next available rep.

High-intent caller
Close CRMSet lead status to Hot

Sentiment + outcome bump the lead to “Hot” and queue an outbound sequence for the morning.

Call ended
Close CRMLog Close activity

Every call logs as a Close activity on the matching contact with summary, sentiment, and recording URL.

Booked meeting
Close CRMUpdate opportunity stage

Move the opp forward and notify the rep in Slack the meeting is on the books.

How to connect

One webhook. Any Zap you want.

Connect Zapier once in RevSquared. From then on every call posts a full JSON payload.

  1. 01

    Start a Zap with Catch Hook

    In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the URL.

  2. 02

    Paste it into RevSquared once

    Open the Zapier integration in your RevSquared dashboard and paste the URL.

  3. 03

    Fire a test call

    Make a test call. Zapier receives the JSON and shows you the structure to map.

  4. 04

    Add Close as the action

    Add Close CRM as the next step. Pick an action (Create Lead, Update Lead, Add Activity). Map the fields and turn it on.

What you get

What you can build.

01

Auto-create leads

Build a Zap that creates Close leads from every AI-handled call with custom fields populated.

02

Log call activities

Push the AI summary and recording URL as a Close activity on the matching contact.

03

Update statuses

Set lead status from call sentiment so reps see hot leads first.

04

Trigger sequences

Enroll qualified callers in Close sequences automatically.

05

Assign by round-robin

Route new leads to the next available rep through Zapier filters or Close's assignment rules.

06

Sync custom fields

Map any captured field into Close lead and contact custom fields.

Why teams pick RevSquared for Close

The honest way to wire RevSquared into your sales CRM.

1 hookup
Connect once

RevSquared has one Zapier integration. Paste one Catch Hook URL and every call posts to it forever.

Many Zaps
Route however

From that webhook, create a lead, log an activity, update status, trigger a sequence — same payload, different Close actions.

Real-time
Not batched

The webhook fires seconds after the call ends. Your reps see hot leads in Close before the prospect hangs up the phone for long.

Common questions

Everything else you'd want to know.

  • No. RevSquared has one generic Zapier integration. You paste one Catch Hook URL into it and you're done on the RevSquared side. The Close part lives entirely inside the Zap you build in Zapier.
Pairs well with

Other integrations operators run alongside Close CRM.

Stop typing call notes into Close.

Build a Zap once. Every future call lands as a lead with the activity logged and the sequence already running.