3 Clever Ways to Use the Close GPT Today

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How to Start Using the New Close GPT


Tap the “Start Chat” button, and you’ll be directed to a brand new conversation with the Close GPT.

Type in a request to start the action, and you’ll be asked to sign into your Close account and allow the service to connect to your Close organization.

How to Start Using the New Close GPT - Type in Request


And now, my friend, the fun begins.

By connecting your CRM to ChatGPT, you can leverage the netherlands telegram data power of AI to help navigate your relationships with prospects and customers faster (and with more insight) than ever before.

Not sure where to start? Here are a few of our favorite ways to use Close GPT. That said, keep in mind that the real magic happens when you get creative and play around with the capabilities, because the possibilities are truly endless.

1. Build a Filtered List of Leads and Contacts
One of the most fun ways to leverage the new Close GPT is by building a filtered list of leads and contacts. You can ask Close GPT to search through the CRM, then filter it down to a very specific list of folks that you want to interact with.

For example, I asked Close GPT to “show me five leads with active opportunities worth greater than $10,000/year,” and within seconds, it gave me a shortlist of these opportunities with key insights and Close links I can click into for further investigation.

3 Clever Ways to Use the Close GPT Today - Build a Filtered List of Leads


This is a super easy way to prioritize how you spend your time working through leads—you can instantly get a filtered list of only your highest value prospects, packed with detailed info and clickable links to dive right into Close and take action now.