Connect Close CRM to WhatsApp, Instagram, TikTok and AI Chat
Leads and customers message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email, but your sales team works in Close. AeroChat answers those conversations and works with Close in both directions: it looks up the lead, its contacts and opportunities when a customer asks, and it creates leads, contacts, notes, tasks and opportunities from what the customer says. It connects through Close’s public API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with Close and AeroChat
- Create Close leads from chat. AeroChat creates the lead with its contact, sets the status and adds a note of the conversation.
- Answer opportunity status questions. AeroChat finds the customer’s lead and opportunity in Close and tells them where it stands.
- Open opportunities for qualified leads. AeroChat asks your qualifying questions and creates an opportunity with the status you choose.
- Create follow-up tasks. When a lead asks for a call, AeroChat creates a task for the lead owner in Close.
- Recognise returning leads. AeroChat looks up the contact by email or phone and sees the lead’s status and owner.
Works on every chat channel
Your leads and customers message you wherever they already are. The same Close connection and the same workflows run on every channel AeroChat supports, and Close stays the record whichever one they use.
| Channel | What your leads and customers can do |
|---|---|
| Message your WhatsApp Business number to ask about your offer, get added as a lead or check where their opportunity stands. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Close’s public API. It reads leads, contacts and opportunities, and it creates and updates leads, contacts, notes, tasks and opportunities. Each workflow uses only what its recipe asks for.
To connect, you create an API key in Close under Settings, then Developer, then API Keys, as described in Close’s developer documentation. Each key belongs to one user in your organization. Paste it into the AeroChat dashboard when AeroChat asks.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which Close calls it needs, and asks you to connect. Keys and credentials are entered in the AeroChat dashboard and never pass through the conversation.
Workflows to copy
Copy this into AeroChat
When someone gives their name, company and email in chat, search Close for a contact with that email. If one exists, add a note to its lead. If not, create a lead named after their company, with a contact for them that has their name, email and phone. Set the lead status to Potential (example). Add a note with a short summary of what they asked about.
Copy this into AeroChat
When a customer asks about a proposal or deal, find their contact in Close by email or phone. Find the active opportunity on their lead and tell them its status in plain words and who is handling it. If they want to talk, create a task for the lead owner due today (example) with what they want to discuss.
Who uses it
Any business whose sales team calls, emails and follows up in Close can use it. That includes software companies, agencies, education providers and other teams that sell to businesses or high-value consumers and work their leads by phone and email.
What stays in Close
Close stays your record. Leads, contacts, opportunities, calls, sequences and reports live there, and your sales team still makes the calls and closes the deals.
AeroChat handles the conversation. It looks up, creates and updates the records your recipe asks for and leaves the rest to Close and your team.
WhatsApp workflows that use Close CRM
These end-to-end WhatsApp workflows run with Close CRM behind them. See them all in the WhatsApp workflows library.
- WhatsApp Lead Qualification That Updates Your CRM
- WhatsApp Sales Follow-Up Connected to Your CRM Pipeline
Questions
Does AeroChat work with Close?
Yes. AeroChat connects through Close’s public API with an API key you create in your Close settings.
Can WhatsApp leads go straight into Close?
Yes. When a lead gives their details in chat, AeroChat creates the lead and contact in Close and adds a note of the conversation.
Do I need a developer?
No. You describe the workflow in your own words, create an API key in Close and paste it in, and switch it on. AeroChat builds the Close connection from your description and shows a checklist of what is left to do.
Which plan do I need?
Workflows via Skills are on every plan, Free included. Choose by message volume: Starter covers 500 AI responses a month and 3 seats, Growth covers 2,000 responses and 10 seats and adds payment links and broadcasts, and Advanced covers 5,000 responses and 25 seats.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Close and try it
Paste the first recipe, add your Close API key, and leave your own name and company in the chat.
Start your 7-day free trial. No credit card needed.
On Shopify? Install AeroChat from the Shopify App Store.