Integration

    Close and Volty

    Volty reads a lead and its recent calls in Close before it replies, and logs a note of the conversation when you allow it.

    Talk to VoltyFree trial

    Updated

    A prospect writes back after a call

    Volty reads the lead and the rep's last call before it answers.

    BH

    Beth Hudson

    WhatsApp · Customer

    Hi, Sharon called me yesterday about the POS system. Can you send me the price for 2 terminals again?
    Looked up CloseHudson Bakery · Call with Sharon 31 Oct · Quoted 2 terminals
    VoltyHi Beth, thanks for getting back to us. Sharon's quote was $2,400 for two terminals, with the first year of support included. Would you like her to call you to go through the setup?
    Yes, after 3pm today

    Waiting for approval

    Close note on Hudson Bakery: call back today after 3pm

    ApproveEditDecline

    Close lead

    Hudson Bakery

    Qualified
    Rep
    Sharon Lee
    Last call
    31 Oct
    Quote
    2 terminals · $2,400
    Contact
    Beth Hudson

    Read from Close during the conversation

    What Volty does with Close

    Close is a sales CRM for teams that work the phone and email all day. Volty connects to Close with an API key that an admin enters once on a secure card. It can read a lead and its recent activity while it replies, so a prospect who writes in after a call hears from someone who knows what was said, and when you allow it Volty logs a note of the conversation.

    • Knows the last call

      Volty reads the lead's recent activity before it replies.

    • Notes on the lead

      What the prospect asked is logged where the rep will see it.

    • Ask about the pipeline

      Reps ask Volty which of their leads have gone quiet.

    • Writes start Off

      Each change can be set to wait for a colleague.

    A wide view of an inside sales floor with reps on phone calls at their desks.
    Every reply knows the last call.

    Which leads have gone quiet

    A rep asks Volty in the team chat in Volty.

    Sales team

    Volty · Team chat

    S

    Sharon

    Which of my leads have had no activity this week?

    Looked up CloseSharon Lee · 4 leads with no activity since 27 Oct

    VoltyAPP

    Four: Sunrise Laundromat, Tri-County Hardware, Corner Cup Coffee and Lotus Tailors. Sunrise Laundromat asked for a demo on 24 October.

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Prospect reply to logged note

    1. When

      A prospect writes back

      After a rep's call

    2. Step 1

      Volty reads the lead

      And its recent activity

    3. Step 2

      Answers from the record

      What was quoted and agreed

    4. Step 3

      Logs a note

      Approved by a colleague

    A shop owner on a phone call at the counter of a pottery shop lined with mugs.
    Follow-ups that pick up where the rep left off.

    How Volty connects to Close

    An admin asks Volty to connect Close in the team chat, then enters the API key once on a secure card. The key never appears in the conversation.

    1. 01

      Ask Volty to connect Close

      In the team chat in Volty.

    2. 02

      Enter the API key

      On the secure card, not in the chat.

    3. 03

      Turn on the reads

      Leads, contacts, opportunities and activity.

    4. 04

      Choose the writes

      Create lead and log note start Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Search leadsReads
    • Read lead activityReads
    • Read opportunitiesReads
    • Create leadChanges
    • Log noteChanges

    Reading tools can be turned on straight away. Anything that changes Close starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    How does Volty connect to Close?

    An admin asks Volty to connect Close in the team chat in Volty and enters the Close API key once on a secure card, so the key never appears in the conversation. The admin then picks which tools Volty may use.

    Can Volty change records in Close?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    How much does it cost to connect Close with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026