# Close and Volty > Volty reads Close leads and activity before it replies on WhatsApp and email, and logs notes with approval. 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 Volty · Free trial Updated 2 Nov 2026 ## 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 Close · Hudson Bakery · Call with Sharon 31 Oct · Quoted 2 terminals Volty Hi 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 Approve · Edit · Decline 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. Connects with A Close API key Volty reads Leads, contacts, opportunities, activity Volty can change Create leads and notes, when turned on Setup A few minutes Category CRM & sales 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 Close · Sharon 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 - When · A prospect writes back · After a rep's call - Step 1 · Volty reads the lead · And its recent activity - Step 2 · Answers from the record · What was quoted and agreed - Step 3 · Logs a note · Approved by a colleague 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. - 01 · Ask Volty to connect Close · In the team chat in Volty. - 02 · Enter the API key · On the secure card, not in the chat. - 03 · Turn on the reads · Leads, contacts, opportunities and activity. - 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 leads · Reads - Read lead activity · Reads - Read opportunities · Reads - Create lead · Changes - Log note · Changes 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. ## Related integrations - Pipedrive CRM & sales - HubSpot CRM & sales - Salesforce CRM CRM & sales - Gmail Email - WhatsApp Business API Messaging channels All integrations ## Start your free trial Talk to Volty · Start your free trial 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 The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [CRM & sales](https://voltade.com/integrations?category=crm) - [PipedriveCRM & sales](https://voltade.com/integrations/pipedrive) - [HubSpotCRM & sales](https://voltade.com/integrations/hubspot) - [Salesforce CRMCRM & sales](https://voltade.com/integrations/salesforce) - [GmailEmail](https://voltade.com/integrations/gmail) - [WhatsApp Business APIMessaging channels](https://voltade.com/integrations/whatsapp) - [All integrations](https://voltade.com/integrations)