What it does
What flo.space prepares with Close
Prepares the next touch on an open opportunity, with the thread it came from attached.
- Prepare the Close record update a conversation just made necessary
- Draft the next touch on a deal that has gone quiet
- The record changes when you approve it, and not before
Reads and writes
What it reads, and what it can write
Reads · read-only to start
Only the Close data you connect, within the OAuth scopes you approve. flo.space reads the context it needs to prepare an action and nothing beyond it.
Writes · only on approve
Nothing writes back to Close until you approve it. On approval, flo.space performs the exact action you reviewed, and logs it to the audit trail.
Where it fits
Close in your stack
flo.space groups Close under crm & pipeline. Connect it and the actions it informs land in the same queue as everything else, each one carrying the records it was built from and the reasoning behind it, waiting on your approval.
More integrations
Connect the rest of your stack
Put Close on approve
Connect Close read only and let flo.space prepare the first wave of actions. Nothing sends until you approve.
Read only to start · Nothing sends without your approval