Close integrations and automation

Describe what should happen in Close, and when, in plain words. Whenever builds the workflow and runs it on a schedule, on a webhook, or when another app sends an event.

Connection requirements, provider permissions and optional AI usage apply. Read the runtime limits.

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Close on Whenever

About Close

Close is a CRM platform designed to help businesses manage and streamline their sales processes, including calling, email automation, and predictive dialers.

How Whenever connects

Through its API, using the credentials and permissions required by the provider.

Through its MCP server, where the available tools and permissions support the job.

Build it from your AI client

Connect Claude, Cursor or Codex to the Whenever MCP server and your coding agent can build and deploy the Close workflow. It runs on Whenever afterwards, on its schedule or webhook, with the chat closed.

Set up the Whenever MCP server