Inbound Calls, Straight Into Close
Marlie AI answers every inbound call, qualifies the prospect, and creates a fully populated Lead in Close — with the call summary, transcript, and follow-up task ready for your reps.
Built for inside-sales teams that live in Close
Inside-sales teams that use Close are obsessed with speed-to-lead and activity volume. Calls that miss Close don't get followed up, don't generate metrics, and don't drive revenue.
Marlie AI fills the gap. Every inbound call is answered and qualified, then pushed into Close as a Lead and Activity in real time. The full transcript, summary, and recording link are attached, and a follow-up Task is created so your reps can pick up where Marlie left off.
What You Get with Marlie + Close
Everything you need to connect your phone calls with Close — fully automated, zero manual work.
Auto-Create Leads
Each inbound call creates a Close Lead with company, contact, phone, email, and qualification data captured by Marlie.
Call Activity Logging
Every call appears in Close as a Call Activity with transcript and outcome — perfect for activity reporting.
Custom Field Mapping
Map qualifying questions and call data to any Close custom field — fits whatever sales process you've built.
Smart Deduplication
Returning callers update existing Close Leads instead of creating duplicates, keeping your data clean.
Follow-Up Task Creation
Marlie creates Tasks on the Close Lead so reps know exactly what to do next, with full context attached.
Real-Time Sync
Leads and activities are written to Close within seconds of the call ending — no batch syncs.
How It Works
Get up and running with Close in minutes — no coding required.
Connect Close
Authenticate Close from the Marlie dashboard with your Close API key. Setup takes minutes.
Map Fields & Tasks
Tell Marlie which custom fields to populate, what statuses to apply, and what follow-up tasks to create.
Marlie Answers Every Call
Inbound calls are answered 24/7. Marlie qualifies the prospect using your custom flow.
Close Stays Up to Date
Leads, Contacts, Activities, and Tasks appear in Close instantly. Reps wake up to qualified pipeline.
Built for Real Scenarios
See how businesses use Marlie + Close to capture more leads and streamline operations.
B2B Inside Sales
A SaaS team has 5 SDRs that take inbound demo requests by phone — and lose half of them to voicemail.
Marlie answers every demo request, qualifies budget and use case, and creates a Lead in Close with a booked discovery call.
Outbound Callback Coverage
Prospects from outbound campaigns call back at random times. Reps miss them.
Marlie answers the callback, identifies the matching outbound Lead in Close, and logs the conversation directly to that record.
Trial-to-Paid Conversion
Trial users call with pre-purchase questions, but those conversations never make it into Close.
Marlie matches the caller to their Close Lead, captures their objection, and assigns a Task to the AE — accelerating conversion.
Frequently Asked Questions
Common questions about the Marlie AI + Close integration.
How does Marlie connect to Close?
Will Marlie create duplicates in Close?
Can Marlie assign Leads to specific users in Close?
Are call recordings stored in Close?
Can Marlie create Opportunities in Close?
How fast do leads appear in Close?
Other Integrations
Marlie AI connects with more than just Close. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Close?
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What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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