Integration
Automate with Close
Close is where your outbound team lives. NVS automates the sequences, enrichment, and pipeline updates that keep deals moving without manual admin work.
Use Cases
Every new Close contact gets an immediate enrichment pass, a personalized first-touch email, and is enrolled in a 5-step sequence — all triggered automatically on creation.
Trigger
New Contact
close.trigger
Fires when any new contact is added to Close.
Enrich via Clearbit
clearbit.enrich
Company size, tech stack, and LinkedIn fetched and written to Close.
Draft Intro Email
openai.gpt-4o
GPT-4o writes a personalized first-touch email using enrichment data.
Output
Send + Start Sequence
close.email
Email sent from rep. Contact enrolled in 5-step follow-up cadence.
When a call is logged in Close, the transcript is summarized by AI, the contact notes are updated, and the rep gets a Slack prompt with a suggested next action.
Trigger
Call Logged
close.trigger
Fires when a call is completed and logged in Close.
Summarize Transcript
openai.gpt-4o
Key points, objections, and next steps extracted from call notes.
Update Contact Notes
close.update
AI summary written back to the Close contact activity log.
Output
Rep Prompt in Slack
slack.message
Slack message: summary and suggested next step with one-click Close link.
Every Monday morning, deals stuck in the same stage for more than 14 days are flagged. Reps get individual Slack nudges with context and a suggested action.
Trigger
Monday 8am
schedule.cron
Weekly pipeline hygiene check runs every Monday morning.
Get Stale Deals
close.search
All open deals with no stage change in 14+ days pulled from Close.
IF
Any stale?
nvs.condition
Checks whether stale deals exist.
NO
Output
Done
nvs.end
Pipeline is healthy. No alerts needed.
YES
Loop
Each Deal
nvs.loop
Iterates over every stale deal.
Output
Slack Nudge
slack.message
Rep receives: deal name, days stale, last activity, and suggested next step.