Integration · CRM & ERP
The Close integration is built for sales teams that spend a lot of time on the phone and writing emails. Armiflow does the groundwork: finding companies by industry and location, adding contact persons and scoring websites. You hand companies and contacts over to Close, and your team goes into every call with a concrete reason to talk.
For active sales teamsResearch before the callHand over companies & contactsCredentials encrypted
CloseCRM & ERP+
Website score 4/10 before the callExample · call preparationClose is a CRM for active sales teams that brings calls, emails and leads together in one interface. With the Close integration, Armiflow hands companies and contacts from the company search over to Close and syncs data. Research, enrichment and website analysis come from Armiflow. The connection is part of the “CRM connections” module in the CRM & leads feature, which is included in every plan.
Benefits
A good call starts with a reason. Armiflow’s website analysis delivers it, based on measured facts rather than guesswork. Armiflow processes contact data in line with the GDPR (EUR-Lex), with consent recorded per channel, including phone.
In phone sales in particular, the first minute decides. If you know that a prospect’s website works poorly on mobile or has no legal notice, you open the conversation with a genuine concern. Armiflow provides these facts from its measurements, and Close makes sure your team can work through the calls in a structured way.
At a glance
The key facts about the Close integration in Armiflow, in short.
| Item | Details |
|---|---|
| Tool | Close |
| Category | CRM & ERP |
| Used in Armiflow | Website analysis |
| What Armiflow does with it | Hand pre-researched companies from Armiflow over to Close. |
| Status | Available |
| Credentials | Stored encrypted, roles and 2FA for your team |
| Approval | Customer emails and actions involving money only after your confirmation |
Setup
You need an account with Close and the “CRM connections” module in Armiflow, which is included in every plan.
You already use Close or create an account there.
You add your credentials in Armiflow, where they are stored encrypted.
Search for companies in Find companies, analyse them and hand them over to Close.
You check the records in Close and start your conversations.
Working together
A reason to call based on measured facts, as a PDF report.
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Companies by industry and location, contact persons via Hunter.
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AI calls with transcript, currently in the test phase.
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Another CRM connection for teams with a deal pipeline.
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Security & data protection
Encrypted credentials. Whatever you store for Close in Armiflow is encrypted. Every customer account has its own database schema and daily backups.
Team roles. With roles and two-factor sign-in you decide who on your team may use or change the Close connection.
Your approval counts. Customer emails only go out after you approve them, and actions involving customers, money or deletion wait for your confirmation in the chat.
GDPR covered. Access and erasure under Art. 15 and 17, consent per channel and the public-authority filter apply to all data in Armiflow.
FAQ
Short, clear answers about this feature. Missing a question? Write to support@armiflow.com.
Through preparation. Armiflow finds companies by industry and location, adds contact persons and scores each area of the website. Via the Close integration, you hand companies and contacts over to Close. Your team then no longer calls blindly, but knows specific weaknesses of the website in advance and can use them as a reason to talk.
To connect Close, you need a Close account and, in Armiflow, the “CRM connections” module, which is included in every plan. You add your credentials in Armiflow, where they are stored encrypted. You then hand over companies and contacts from the company search or from the CRM and check the result directly in Close.
Armiflow stores consent per channel, including phone, each with its legal basis. The app shows during setup which details are included in the handover to Close. Before making promotional calls, always check whether the legal requirements are met; the responsibility for this remains with your company.
What is documented is the handover of companies and contacts and a data sync. You can see exactly which details are transferred when you set up the Close integration in the app. We do not promise field mappings that are not described. For special cases, there are webhooks, Zapier, Make and n8n.
Armiflow offers AI calls with transcript and summary through the WhatsApp & AI phone module. This feature is currently in the test phase and is not yet offered as finished. For ongoing phone sales, it therefore makes sense for your team to keep calling from Close while Armiflow delivers the groundwork.
Because research takes time that is then missing from the conversation. When you connect Close to Armiflow, companies come from several data sources, duplicates are merged and public authorities are excluded automatically. The website analysis adds facts on top. In Close, your team concentrates on what it does best.
If you want, yes. Armiflow prepares a personal email, with a PDF report of the website analysis on request. You approve it, and only then is it sent within the sending window. A call afterwards is less of a surprise for the recipient. Follow-ups stop automatically when someone replies or books an appointment.
Agree within your team which system is responsible for which step. Campaigns in Armiflow stop automatically when someone replies or books an appointment, and contact frequency limits and the block list help as well. As soon as a company is actively being worked on in Close, end any running campaigns for that company in Armiflow.
Yes. Setup does not need an IT department: add credentials, select companies, hand them over, check. When you start, Armiflow’s setup assistant creates a personal plan based on your industry, team and goals. In Basic, one user works in the account; in Pro, any number of users work in the same account. Current details are on the pricing page.
The connection to Close is part of the “CRM connections” module, which is included in Basic and Pro. Your own REST API for custom developments is also part of both plans. We do not state prices here because they can change; you will find current details on the pricing page. Your Close licence is not affected by this.
Before the call, open the company profile in Armiflow. It shows the website score per area, the AI assessment and previous emails. You start the conversation with these points. The Close integration makes sure the company and contact are already in Close when you pick up the phone.
Companies are often handed over before it is clear whether they are a good fit at all. Use the website analysis as a filter. A second mistake is making promotional calls without checking the legal requirements. Check consent per channel and test the Close integration first with a small selection of companies.
One person or an AI agent takes care of search, enrichment and analysis in Armiflow. The phone team works in Close and calls the companies that have been handed over. Roles in Armiflow determine who sees which leads. The Close integration links both steps through companies and contacts.
Clarify which Close account will be used, who takes on new companies there and which contacts already exist. During setup, the app shows what will be handed over. Then hand over a few test companies and check in Close whether contact persons and company data arrive the way your team needs them.
Because government offices, courts and the police are not a target group for promotional calls. Armiflow’s authority protection is active by default and prevents such bodies from being stored. It is based on lists for AT, DE, CH, LI, TR and the EU. Anything that is not stored never reaches Close either.
Yes. In Armiflow, you can prepare a personal email with AI, from a template or by hand, with a PDF report of the website analysis on request. You approve the email, and only then is it sent within the sending window. Text snippets help you insert recurring wording quickly.
Armiflow stores consent per channel, separately for email, WhatsApp and phone, each with its legal basis. The app shows during setup whether these details are transferred to Close. Document new consent obtained during calls in a way that can be traced in your leading system.
Yes. Even if your team makes fewer calls, it benefits from the groundwork in Armiflow: company search, enrichment and website analysis. Multi-step email campaigns with follow-ups run in Armiflow. Via the Close integration, you hand interested companies over to Close for further support.
Read on
Scores from 0 to 10 per area, including GEO.
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Companies by industry and location from five data sources.
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Pass researched companies from Armiflow to your Pipedrive pipeline.
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Pass new companies and contacts from Armiflow on to Freshsales.
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Sign up in the app, choose an industry and a location and see your first results. Nothing is sent until you approve it.
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