What the integration does
- Calls. Calls logged in Close are picked up automatically and evaluated against your team's own playbook — a template you set up in insightboard.io.
- Meetings. Meetings recorded by Close Notetaker are evaluated from their transcript.
- Results in Close. The score, summary and per-criterion feedback are written into the activity's note in Close, and each contact gets an AI summary with next steps in custom fields.
- Teams. Your Close groups and users become teams and reps in insightboard.io.
- Coaching. Managers get dashboards, per-rep coaching recommendations and funnel analytics instead of listening to recordings.
Emails aren't scored, but they are taken into account when a contact's summary is refreshed.
Before you start
- An insightboard.io account. Only an admin of your insightboard.io workspace can connect or disconnect a CRM.
- A Close user in the organization you want to connect. One Close organization can be linked to one insightboard.io workspace.
- Call recording and transcription turned on in Close. By default, insightboard.io evaluates only calls that Close has already transcribed — see Settings to change that.
- Close Notetaker, if you want meetings evaluated.
Connect Close
- Create an account at insightboard.io/signup. Your free 30-day trial starts when you connect a CRM — no credit card required.
- Open Integrations in the sidebar and press Connect on the Close CRM card.
- Sign in to Close and approve access for insightboard.io.
- You're brought back to insightboard.io. Your teams are imported in the background; calls that arrive meanwhile are held and processed once the import finishes.
- Open Teams and check two things: every rep is in a team, and every team has at least one active template. Connecting a CRM resets template selections, so turn the right templates back on, or create one under Templates.
From then on, new calls and meetings are evaluated automatically. Activities from before you connected are not imported. Calls from a rep who isn't in any team, or from a team with no active template, are not analyzed.
Settings
Find them under Integrations → Close CRM → Settings. Admins can change them; other users see them read-only.
| Setting | Default | What it does |
|---|---|---|
| Sync Calls | On | Imports and evaluates calls from Close. When off, incoming calls are ignored. |
| Sync Meetings | On | Evaluates Close Notetaker meetings from their transcript. A meeting without a transcript is saved unevaluated and evaluated once its transcript arrives. |
| Push Evaluation Notes | On | Writes the evaluation into the activity's note in Close. |
| Push Contact Insights | On | Keeps the insightboard.io custom fields on Close contacts up to date. |
| Use Close CRM transcripts only | On | Evaluates a call only when Close already provides its transcript, so no insight tokens are spent on ringing or voicemail. Turn it off to have insightboard.io transcribe call recordings itself. |
| Evaluate calls with at least this much conversation (seconds) | 30 | Shorter calls are saved and counted but not evaluated. Ring and dial time don't count. Set it to 0 to evaluate every call. |
| Never recommend leads in these statuses | None | Leaves contacts whose Close lead is in these statuses out of coaching recommendations and your reps' daily worklist. Their calls are still synced and evaluated. |
| Company timezone | The connecting Close user's timezone | The default timezone for teams without their own, and the one report emails are scheduled in. |
Every synced call is saved and counted in your activity totals, even when it isn't evaluated.
What you'll see in Close
Activity notes. Each evaluated call or meeting gets a block in its note, starting with 🎯 Insightboard Call Evaluation or 🎯 Insightboard Meeting Evaluation. For example:
🎯 Insightboard Call Evaluation ⭐ Score: 8/10 · 📝 Script match: 75% 💬 Summary: Discovery call with the head of sales. Budget confirmed, decision expected next week. 📋 Template: Discovery call 📊 Criteria Evaluation: ✅ Qualified budget and timeline ❌ Agreed on a next step — 💡 Book the follow-up before ending the call 🔗 Full evaluation: https://insightboard.io/activities?callId=… 🐞 Wrong verdict? Report it: https://insightboard.io/report-issue?t=…
Your rep's own text in the note is kept: only our block is replaced when an activity is re-evaluated. An activity that wasn't scored gets a short line saying why — for example, no transcript, too little conversation, or no matching template.
Contact custom fields. Insightboard Summary, Insightboard Next Steps, Insightboard Report an Issue. They are created on contacts when you connect (existing fields with the same names are reused) and refreshed after each evaluated activity. The last one holds a link anyone can use to tell us a summary is wrong — no account needed.
Teams and users
- Each Close group becomes a team. A user in several groups joins the first one; users in no group join a team named after your Close organization.
- Users added to Close later are not imported automatically: press Sync from CRM on the Teams page. It also adds back members you removed from CRM-synced teams.
- Users removed from your Close organization are deactivated in insightboard.io within an hour, and your admins get an email about it.
- If you have more reps than seats on your plan, the extra reps are not assigned and your admins are notified.
Permissions and data
- Close gives OAuth apps full access to the organization; it doesn't offer narrower permissions. insightboard.io reads calls, meetings, recordings and transcripts, emails, contacts, leads, users and groups. It writes only activity notes, the three contact custom fields and its own webhook subscription.
- Recordings are transcribed by insightboard.io only when Use Close CRM transcripts only is off. Calls marked no answer, voicemail or busy are never transcribed.
- If a webhook from Close is missed, a nightly check finds the calls we didn't receive and processes them.
- See our Privacy Policy, Data Processing Agreement and sub-processors.
Disconnect
- Go to Integrations → Close CRM → Disconnect (admins only). insightboard.io removes its webhook and revokes its access to Close.
- Notes and custom field values already written stay in Close. Delete the three custom fields in Close if you no longer want them.
- Calls, evaluations and teams already in insightboard.io stay in your workspace.
- If you revoke insightboard.io's access from Close instead, we detect it on the next token refresh and disconnect.
Troubleshooting
- A call didn't show up. Check that Sync Calls is on, the rep is in a team, and the team has an active template. Reps added to Close after you connected need Sync from CRM.
- A call shows up but has no score. Close didn't provide a transcript (turn on transcription in Close, or turn off Use Close CRM transcripts only), or the conversation was shorter than your minimum. The note in Close says which.
- A meeting has no score. Close Notetaker didn't produce a transcript for it.
- "This Close CRM organization is already linked to another Insightboard account." Each Close organization can be linked to one workspace. Contact support to join the existing one.
Support
Questions about the integration? Email support@insightboard.io.