Close + Querri
Querri reads your Close leads, contacts and opportunities together with every logged call, email, SMS, meeting and status change. Ask how activity turns into pipeline and get the numbers back.
Querri only reads from Close and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.
What you can answer
Close logs every touch, but tying activity counts to the date a lead's status changed means stitching several exports together. Querri joins calls and emails to lead status changes, and you can save the result as a trusted answer the whole team reuses.
Trusted answersSweeping every pipeline for deals that went quiet is a weekly chore that rarely gets done on time. Querri lists open opportunities with no recent call, email or meeting and sends that list to reps on a schedule.
Reports & automationWin rate depends on how status changes are counted, and two spreadsheets rarely agree. Define it once as a KPI in Querri, built from opportunity status changes, and every chart and report uses the same figure.
KPIsWhat comes over
Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.
Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.
Querri reads from Close and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.
Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.
How to connect
Say "connect Close" or pick it from the connector catalog.
Create an API key in Close under Settings > Developer > API Keys and paste it into the secure form. A replication start date is optional; it limits how far back opportunities, activities and tasks go.
Pick the data you want and how often it refreshes, then approve the first load.
The data lands in your Library, ready for chat, dashboards and scheduled reports.
FAQ
Through an API key from Close's Settings > Developer > API Keys page. The Connector Agent opens a secure form where you paste it. A replication start date is optional and trims older opportunities, activities and tasks.
Leads, contacts, opportunities, users, pipelines and statuses, plus activities: calls, emails and email threads, SMS, meetings, notes, custom activities and lead and opportunity status changes. Tasks, email sequences, templates, smart views and custom field definitions come over as well.
Close data reloads on a daily, weekly or monthly schedule, and you can trigger a run by hand. A call logged this morning shows up after the next sync rather than straight away, since questions run on the copy in Querri.
Yes. Connect Stripe or QuickBooks next to Close and ask questions that span both, such as which leads became paying customers and what they spent in their first year. You tell Querri which fields link the two, like email or company name.
No. Querri only reads from Close. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.
Keep exploring
Connect Close, add the rest of your systems, and get answers your whole team can check.
