Integrations/Close

Control what your AI agents do in Close.

Let your team build AI agents for Close. Bollard AI controls what each one can do, record type by record type.

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Close
Sales Agent
Activities RecordsOffReadFull use
Leads RecordsOffReadFull use
Opportunities RecordsOffReadFull use
Delete and merge leads
What agents can do

Set what each agent can do for every type of record.

Each type of record, like leads, opportunities, or activities, gets one of three levels: Off, Read, or Full use. Anything not allowed is denied.

Off
No access
The agent can't see that type of record.
Read
Read-only
The agent can read those records, like looking up a lead. It can't change anything.
Full use
Create and update
The agent can log calls and notes and update those records.

Some actions stay off until explicitly turned on

Each one removes or combines records for good, so it could override the limits set on individual record types.

Deleting or merging leadsDeleting opportunitiesRemoving contacts
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's Close a single time and chooses which record types it covers. Anything left out stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, log, and update a single type of record
Example

A sales follow-up agent.

A sales agent logs calls and notes and can read your leads, but it can't open opportunities or delete records.

Activities RecordsOffReadFull use
Leads RecordsOffReadFull use
Opportunities RecordsOffReadFull use

Manage access

ALLOWEDSales Agent logged a call in Activities
ALLOWEDSales Agent read a record in Leads
BLOCKEDSales Agent tried to open Opportunities, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and Close, so they never hold your Close keys and never reach Close directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to Close. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every type of record starts off-limits, and deleting or merging leads is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your Close keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which record, and the decision. The record is readable and can't be edited after the fact.

Questions

Close, answered.

Does connecting Close hand Bollard AI your whole CRM?+
Only what's connected. An admin chooses which record types Bollard AI covers, and that sets the most any agent could reach. Bollard AI doesn't browse or copy your CRM. It sits in front of it and checks every request the agents make, passing or blocking each one.
Can an agent delete or merge our leads?+
Not unless you turn it on. Deleting and merging leads, and deleting opportunities, are held off by default, so an agent can log activity and update records without ever removing or combining your data, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our Close keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches Close, and the blocked attempt lands in the activity record with the reason.
How do we connect Close?+
An admin connects the company's Close once. Bollard AI seals the connection and builds the list of record types to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in Close, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

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