--- title: Close + Kite description: Kite adds qualified companies to Close as new leads with its research attached, gives your reps a task and a drafted text message for the next step, logs calls and texts on the lead's timeline, and reads your team's notes to learn what buyers are saying. slug: /integrations/close page_type: integration primary_question: What can Kite do with Close? entity: Kite category: AI marketing agent author: Devon Wells and Kite date_published: '2026-10-11' date_modified: '2026-10-11' integration: name: Close categories: - CRM - sales engagement connection_types: - API key customer_account_requirement: required capabilities_verified: '2026-08-26' vendor_url: https://www.close.com related_use_cases: - /use-cases/build-b2b-lead-lists.md --- # Close + Kite ## Key Takeaways - Kite adds the companies it qualifies to Close as new leads, with the people it found and a description of why each company fits. - Kite gives your reps the next step on each lead. It creates a task in Close and can write a text message as a draft on the lead for the rep to review and send. - Kite logs calls and text messages on a lead's timeline, so the record shows the conversations your team had outside Close. - Kite reads the notes your team writes in Close and uses them to sharpen its outreach and your messaging. - You connect your own Close account with an API key. Close isn't built into Kite, so you'll need a Close account. Capabilities verified August 26, 2026. ## How can an AI marketing agent use Close for marketing? An AI marketing agent can use Close as the place where its prospecting work turns into sales conversations. Close is a sales CRM built for small and midsize teams that sell by phone, email, and text. In Close, a lead is a company. The people you talk to at that company are its contacts, and every call, text, note, and task sits on the lead's timeline. That structure makes Close a natural destination for marketing work. An agent can research companies that fit your ideal customer profile, add them to Close as leads, and line up the first follow-up for a rep. It can also read what reps have written about past conversations and use it to decide what to say next. Kite is one example of an agent that does this work through your connected Close account. ## Marketing jobs Kite can do with Close The jobs below follow a company from the moment Kite finds it to the conversations your team has with it. Kite adds the lead, hands your rep the next step, keeps the timeline complete, and learns from what your reps write down. ### Add qualified companies to Close as new leads Kite turns a prospect list into new leads in Close, one lead per company. Say you ask for 40 ecommerce brands in the US that recently raised money and are hiring their first marketer. Kite finds the companies, finds the right person at each one, confirms each person still holds the role, and scores every prospect from one to five against your ideal customer profile. Kite then creates a lead in Close for each company that makes the cut. Each lead carries: - the company name and website - the people Kite found there, with their names, job titles, and work emails when the research source has one - a description that explains why the company fits and what recently happened there, such as the funding round or the new job posting A rep who opens the lead sees who to call and why now, without leaving Close. Kite proposes the list in Slack first, and it writes the leads once you confirm. ### Give your reps the next step on each lead Kite creates a task in Close for each new lead, so the follow-up lands in the task list your rep already works from. The task is attached to the lead and says what to do, such as "Call Maya about the Series A and the open growth marketing role." Kite can also write the first text message and save it on the lead as a draft. Close keeps drafted texts on the lead's timeline, where the rep can read it, edit it, and send it from their own Close number. That works well for teams that follow up by text after a missed call. The rep's message is ready, and it already mentions the reason Kite flagged the company. ### Keep the lead's timeline complete Kite logs calls and text messages on a lead, so the conversations your team has outside Close still show up where everyone looks. Suppose your founder tells Kite in Slack, "Just got off the phone with Acme's head of marketing. She wants pricing for three seats." Kite logs that call on the Acme lead, records whether it was inbound or outbound, and adds the details to the call note. Then it creates a task to send the pricing. The same goes for texts. When a prospect texts someone on your team directly, Kite can log the received message on the lead. The next person who opens the record sees the whole conversation. Kite can also delete a call activity when you ask, such as a call that was logged twice. ### Learn from the notes your reps write Kite reads the notes in Close to understand what buyers are saying, and it uses that in your marketing. It can pull the notes on one lead, the notes one rep wrote, or every note from a date range. Before Kite writes outreach to a company that's already in Close, it reads the latest notes on that lead. If a rep wrote last month that the prospect is locked into a contract until spring, Kite's message picks up that thread instead of starting over. Across many leads, the notes show patterns. When reps keep writing down the same objection, such as "worried about setup time," Kite can answer it in an FAQ on your website, a section on your pricing page, or the next email campaign. It saves the recurring themes to your team's knowledge base, so later work builds on them. ## What Kite reads and changes in Close Kite reads your team's notes and writes leads, tasks, calls, and text messages. The lists below separate the two. ### Information Kite can read - **Notes.** The note activities on your leads, filtered by lead, by the teammate who wrote them, or by date range. Kite uses them for context before outreach and to find recurring objections and questions. ### Information Kite can create or change - **Leads.** New leads for the companies Kite qualifies, with the company's details, its contacts, and a description of why it fits. - **Tasks.** To-do items attached to a lead, telling a rep what to do next. - **Calls.** Call activities on a lead, marked inbound or outbound, for conversations your team had. Kite can also delete a call activity. - **Text messages.** Text message activities on a lead. Kite logs messages that were sent or received and saves new messages as drafts for a rep to send. ## How Kite connects to Close Kite is your AI marketer in Slack. It researches your business, builds a growth strategy, and ships the work that brings you new customers. Add an API key for your Close account. Kite uses the access granted to that key. You create the key in your Close settings, and it's tied to the Close user who created it. Close isn't one of Kite's built-in tools, so you'll need your own Close account for this work. The research behind each lead comes from Kite's built-in sources, so you don't need a separate data provider. From there, you can start with the result you want. Ask Kite to "find 30 companies like our best customers and add them to Close for Jordan to call this week." Kite already knows your positioning, customers, and competitors from its research on your business. It proposes the audience and the list, then adds the leads and a call task for each one once you confirm. ## How-to guides using Close - How to add a qualified prospect list to Close (coming soon) Kite builds a list of companies and people that fit your ideal customer profile, scores each one, and adds the best matches to Close as leads with their contacts, the reason they fit, and a task for the rep who'll follow up. ## Where Close fits in Kite's marketing work ### [Build qualified B2B lead lists](/use-cases/build-b2b-lead-lists.md) Close is where a finished lead list goes to work. Kite finds and qualifies the companies and people, then writes them into Close as leads with the research attached and a task for each rep. Your sales team starts calling from a list that already explains itself. ## Limits and product-specific details - **Kite adds new leads and activity.** Through Close, Kite creates leads, tasks, calls, and text messages, and it reads notes. Updating existing leads and contacts, and moving opportunities through your pipeline, stays with your team in Close. - **Reps send texts from Close.** Kite saves a text message as a draft on the lead, and the rep sends it from their Close number. - **Kite sends email outside Close.** Kite writes and sends email from your team's Kite address or a connected email product. It doesn't enroll leads in Close's own email sequences. ## Common questions ### Can Kite qualify inbound leads and put them in Close? Yes. When someone fills out a form on a site Kite hosts, or emails your team's Kite address, Kite researches the person and their company and compares them with your ideal customer profile. A strong fit becomes a new lead in Close with Kite's findings in the description and a same-day task for whoever handles inbound. Kite also drafts a reply with a proposed next step for you to approve in Slack. ### How is Kite different from the AI features inside Close? Close's own AI features work on the calls, emails, and records already inside Close. Kite works from outside the CRM. It researches your market, decides which companies are worth pursuing, and brings them into Close as leads ready for a rep. It also takes what your reps learn back out of Close and turns it into website copy, FAQs, and campaigns.