CRM/draft-approve

Close

Review Close leads, opportunities, tasks, and sales activities.

Install level

both

Close setup needs one API key. The assistant discovers leads, contacts, and opportunities after connection.

Open PageLines

What It Does

Review leads, contacts, opportunities, activities, and tasks, then draft CRM updates or outreach follow-up.

Demo Scenario

Brief today's Close pipeline and identify who needs follow-up.

API Reference

PageLines uses the provider's live API documentation as the source of truth for available actions, schemas, and version details.

View API docs

Sample conversation

user

Who in Close should I follow up with today?

agent

I reviewed Close leads, opportunities, and recent activities.

| Lead | Stage | Last activity | Suggested follow-up |
|---|---|---|---|
| Apex Ops | Demo booked | Asked about Slack | Send Slack handoff clip |
| Northstar Studio | Proposal | No reply 5 days | Draft pricing follow-up |
| Meridian Labs | Discovery | Mentioned calendar pain | Send calendar setup walkthrough |