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CRM Integration

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

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.

1

Connect Close

Authenticate Close from the Marlie dashboard with your Close API key. Setup takes minutes.

2

Map Fields & Tasks

Tell Marlie which custom fields to populate, what statuses to apply, and what follow-up tasks to create.

3

Marlie Answers Every Call

Inbound calls are answered 24/7. Marlie qualifies the prospect using your custom flow.

4

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

Scenario

A SaaS team has 5 SDRs that take inbound demo requests by phone — and lose half of them to voicemail.

Outcome

Marlie answers every demo request, qualifies budget and use case, and creates a Lead in Close with a booked discovery call.

Outbound Callback Coverage

Scenario

Prospects from outbound campaigns call back at random times. Reps miss them.

Outcome

Marlie answers the callback, identifies the matching outbound Lead in Close, and logs the conversation directly to that record.

Trial-to-Paid Conversion

Scenario

Trial users call with pre-purchase questions, but those conversations never make it into Close.

Outcome

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?

Marlie connects via the Close API. You paste your API key into the Marlie dashboard and pick your default Lead status — that's it.

Will Marlie create duplicates in Close?

No. Marlie matches callers to existing Close Leads by phone and email and adds the call to the existing record where possible.

Can Marlie assign Leads to specific users in Close?

Yes. You can configure default assignment rules — round-robin, by call source, by intent — so leads land with the right rep.

Are call recordings stored in Close?

Transcripts and summaries are written to the Close Activity. Full recordings stay in Marlie and are linked from the activity.

Can Marlie create Opportunities in Close?

Yes. Qualified callers can trigger Opportunity creation on the Lead with custom values — perfect for pipeline reporting.

How fast do leads appear in Close?

Within seconds of the call ending. Marlie pushes data in real time so reps can act before the prospect has hung up the phone.

Ready to connect Marlie AI with Close?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”

Texas de Brazil Steakhouse

“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”

Burning Rice Restaurant

“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”

SoHo Driving School

“Marlie has become an essential part of our customer service strategy across all our places.”

Weiman Maclise Restaurant Group

“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”

Restaurant Powered by Shopify
Easy onboarding

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    Marlie AI + Close Integration | Auto-Create Leads in Close From Every Call