Review and score your Close CRM calls with Objectionly

How to connect Close CRM to Objectionly

1. 1In Objectionly, set each rep's Unique ID to their Close CRM user ID, so each call is matched to the right rep.
2. 2In Objectionly, open Integrations, choose Close CRM and click "Import our Zapier template". Zapier opens with the Close CRM trigger and the Objectionly action already set up.
3. 3Copy your workspace API key from the same panel and paste it into the Objectionly step in Zapier.
4. 4Publish the Zap, then place a test call. It appears in Calls once processed.

What Objectionly does with each Close CRM call

• Call Review

  Upload your script and get every call scored, with advice for the agent on every question they missed.

• Compliance

  In closed beta, every call is checked against the compliance Rule Set you pick, from the recording disclosure to required disclaimers.

• AI Roleplay

  Agents can roleplay with realistic AI prospects, scored against the same script you use for real calls.

Questions about Close CRM and Objectionly

How do I review Close CRM calls with Objectionly?

Import Objectionly's Zapier template for Close CRM, paste in your workspace API key and publish the Zap. From then on your Close CRM call recordings arrive in Objectionly on their own and are scored against your own script.

Does Objectionly connect to Close CRM directly?

It connects through Zapier. The template comes with the Close CRM trigger and the Objectionly action already set up.

Does it import Close CRM calls from before I connected?

No. Calls arrive from the day your Zap is published.

Is every one of my Close CRM calls scored?

They go through your workspace's import filters first. By default, calls of 3 minutes or less are skipped, and you can choose to import only calls from reps you have added.