Close
Connect Close so Penny can look up leads, opportunities and activity in your Close CRM while you run outbound in Prosyo.
Close is built for sales teams that live in the CRM. Connect it to Prosyo so Agent Penny can look up leads, opportunities and activity and use that context when prioritizing outreach and follow-ups.
- Look up leads and opportunities — Avoid messaging people already in active deals.
- Surface recent activity — Bring call and email history into the research step.
- Approve before changes — Reads are immediate; writes wait for confirmation.
Run the multichannel motion in Prosyo. Keep pipeline ownership in Close.
How teams use Close with Prosyo
Check Close before a cold sequence so you do not message active opportunities. Use Prosyo for net-new multichannel outreach; keep pipeline ownership and call logging in Close.
Setup in minutes
Connect Close from Integrations → Connectors, authorize, and enable lookup actions. Any write back to Close requires your confirmation in Prosyo.
Attio
Connect Attio so Penny can read and update people, companies and deals in your Attio CRM with approval before any change.
Pipedrive
Connect Pipedrive to Prosyo to automatically sync prospects, link organizations, and update deal stages. Map custom fields securely without overwriting data.
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