Close + Memtro

What you can do with Close in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Close tool, reads what it needs, and answers with the source cited.

• Search leads with Close's own query syntax or plain text
• Read a lead with its contacts, opportunities and recent activity
• Review opportunities by status, owner and date with totals
• Pull calls, emails, notes, meetings and status changes for a lead or date window
• List users, lead statuses and pipelines

Ask it like this

Questions people ask once Close is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.

• ›What happened with Acme Corp last week?
• ›Which opportunities did we win in September and for how much?
• ›Summarise yesterday's calls and their outcomes
• ›Which Qualified leads have no activity in 30 days?
• ›What is in the Enterprise pipeline by status?

Where it fits

Teams that get the most from Close in Memtro, with the rest of their stack attached.

• SalesWalk into every call briefedAccount history, open tickets, invoices, the last email thread and what was decided internally, pulled together from the systems that hold them and remembered for next time.
• LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
• SupportAnswer tickets with the whole company behind youSupport teams spend their day switching tabs: the ticket in Help Scout, the customer in the CRM, the order in the warehouse, the invoice in Xero. Memtro reads the ticket and does the switching for them.

Questions

Can Memtro change anything in Close?

Not yet. Today every Close tool reads, searches or lists. When the connector gains actions, each is marked, granted by name per team and used only when a person asks for exactly that, so nothing is created, sent, updated or deleted until you say so.

Who can use a Close connection?

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Close data?

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Close records into memory as entities.

How do I connect Close?

API key. In Close go to Settings → Developer → API keys and create a key.