AI automation with Close for hotel teams

What Discontinue can read and write

Agent permissions

Whole connectionAn agent gets every tool of the connection; read and write labels decide what asks for approval.

Report data

Report data varies by toolSome reads may return part of the data; the connection's page shows which, and each report says so.

What the use cases use in Close

• ReadWrite Read open requests and deals, create follow-up tasks
• Read Read company accounts, owners and targets
• ReadWrite Find contact and deal, add a note and tasks
• ReadWrite Find or create company, contact and deal, add the request as a note
• Read Add the group’s contact person(optional)
• ReadWrite Find companies and contacts, create and update them after approval
• ReadWrite Check companies and contacts, apply approved corrections

You connect your account and decide which data and actions are permitted.

Use cases with Close

• Sales & groups Agent

  Group request follow-up

  On weekdays, every stalled request gets a follow-up task in the CRM, with availability for the requested dates.

  • CRM & leads

  ≈ 10 min/day →
• Sales & groups Report

  Corporate account production

  On the 1st of every month, production per company is ready, with last year, account owner and target from the CRM.

  • PMS
  • CRM & leads

  ≈ 6 min/day →
• Sales & groups Agent

  Call notes into the CRM

  Every evening, the summary and next steps of the day’s meetings sit with the right deal in the CRM.

  • Meetings
  • CRM & leads

  ≈ 10 min/day →
• Sales & groups Agent Agent inbox

  Capture group requests

  Minutes after a request is forwarded it is in the CRM, and the same thread holds availability and an offer draft.

  • PMS / Channel manager
  • CRM & leads

  ≈ 15 min/day →
• Sales & groups Report

  Group block pickup

  On weekdays at 08:15 every block with weak pickup before its release date arrives, with the contact from the CRM.

  • PMS

  ≈ 5 min/day →
• Sales & groups Agent

  Corporate accounts into the CRM

  Every Monday new companies and contacts are in the CRM after your approval, with last week’s stays and revenue.

  • PMS
  • CRM & leads

  ≈ 9 min/day →
• Sales & groups Agent

  CRM cleanup

  On the 1st of every month a list of suggestions arrives; whatever you approve is then corrected in the CRM.

  • CRM & leads

  ≈ 6 min/day →