STEP 1
Connect AgentX and Close CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
AgentX and Close CRM Integration
Automate the handoff between AgentX and Close CRM - your ai events flow into crm actions on a visual canvas your team can read. Set up the workflow once with 3 simple steps in the WEXTL® builder, let AI take smart decisions between apps, and never write a line of glue code again.
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Learn about AgentX and Close CRM
Detailed info you need to know about AgentX and Close CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect AgentX to Close CRM
Set up your AgentX and Close CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgentX and Close CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between AgentX and Close CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgentX and Close CRM work in WEXTL?
WEXTL exposes actions and triggers for AgentX and Close CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Close CRM triggersAgentX actions
Close CRM modules
- Add Group MemberAdds group member.
- Bulk Update MembershipsPerforms bulk update memberships.
- Create CallCreates a new call.
- Create Custom ActivityCreates custom activity.
- Create EmailCreates a new email.
- Create GroupCreates a new group.
- Create Meeting IntegrationCreates meeting integration.
- Create MembershipCreates a new membership.
- Create NoteCreates a new note.
- Create SMSCreates a new SMS.
- Create Whatsapp MessageCreates whatsApp Message.
- Delete CallDeletes an existing call.
- Delete Custom ActivityDeletes custom activity.
- Delete EmailDeletes an existing email.
- Delete Email ThreadDeletes email thread.
- Delete Form SubmissionDeletes form submission.
- Delete GroupDeletes an existing group.
- Delete MeetingDeletes an existing meeting.
- Delete MembershipDeletes an existing membership.
- Delete NoteDeletes an existing note.
- Delete SMSDeletes an existing SMS.
- Delete Whatsapp MessageDeletes whatsApp Message.
- Get Activity ReportRetrieves activity report.
- Get CallReturns a single call.
- Get Current UserRetrieves current user.
- Get Custom ActivityRetrieves custom activity.
- Get Custom ReportRetrieves custom report.
- Get EmailReturns a single email.
- Get Email ThreadRetrieves email thread.
- Get Form SubmissionRetrieves form submission.
- Get GroupReturns a single group.
- Get Lead Status ReportRetrieves lead status report.
- Get MeetingReturns a single meeting.
- Get Membership Pinned ViewsRetrieves membership pinned views.
- Get NoteReturns a single note.
- Get Opportunity Funnel StagesRetrieves opportunity funnel stages.
- Get Opportunity Funnel TotalsRetrieves opportunity funnel totals.
- Get Opportunity Status ReportRetrieves opportunity status report.
- Get OrganizationReturns a single organization.
- Get Sent Emails ReportRetrieves sent emails report.
- Get SMSReturns a single SMS.
- Get UserReturns a single user.
- Get Whatsapp MessageRetrieves whatsApp Message.
- List ActivitiesRetrieves a list of activities.
- List Activity MetricsLists activity metrics.
- List CallsRetrieves a list of calls.
- List Custom ActivitiesLists custom activities.
- List Email ThreadsLists email threads.
- List EmailsRetrieves a list of emails.
- List Form SubmissionsLists form submissions.
AgentX modules
- Create ConversationCreates a new conversation with an agent.
- Create SpeechSynthesizes speech from text.
- Create Speech StreamSynthesizes speech from text.
- Delete Conversation ContextClears a conversation's memory context.
- Get AgentReturns an agent's info and current configuration.
- Get ConversationReturns a conversation and its messages.
- Get Message TraceReturns the prompt-trace id for a message.
- Get ProfileReturns the authenticated user profile.
- Get TraceReturns detailed prompt-trace information.
- List AgentsRetrieves the agents this key can use.
- List ConversationsRetrieves conversations for an agent.
- Make an API CallPerforms an arbitrary authorized API request to the AgentX API.
- Send MessageSends a message to a conversation.
- Send Message and WaitSends a message and waits for the full reply.
- Send Message and Wait for JSONSends a message and waits for the full reply.
- Send Message with AttachmentSends a message with a file to a conversation.
- Send Speech RecognitionTranscribes speech from audio.
- Update Conversation ContextAdds memory context to a conversation without sending a chat.
- Update Message VoteRecords a vote on a conversation message.
Frequently asked questions
Common questions about connecting AgentX and Close CRM.
Connect your AgentX and Close CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Close CRM's "Watch Activities" fires, WEXTL can "Create Conversation" in AgentX. AgentX has 19 actions (including Create Conversation, Create Speech, and Create Speech Stream); Close CRM has 70 actions (including Add Group Member, Bulk Update Memberships, and Create Call). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. AgentX-to-Close CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment AgentX (or Close CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your AgentX + Close CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the AgentX and Close CRM integration.
- AgentX and Close CRM integration source code, module specs and credentials implementation.
- Our AgentX and Close CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgentX and Close CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- AgentX integration information
- Close CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library