Close AI Visibility Integration

Finseo offers a native Close integration that attributes Leads and Opportunities to ChatGPT, Perplexity, Claude and other AI engines through a Close webhook subscription. As an Answer Engine Optimization (AEO) platform, Finseo reads the custom fields Close sends on lead.created and opportunity events and shows which AI engines drive your inside sales pipeline.

Add a "How did you find us?" custom field on Leads in Close, register a webhook in Developer Settings for lead.created and opportunity.status_change, and point it at Finseo. Finseo categorizes the field value into buckets like ChatGPT or Perplexity and reports lead volume and opportunity revenue per AI engine in real time.

Yes. Finseo is a Generative Engine Optimization (GEO) platform with a native Close webhook integration. Close handles calls, emails and pipeline for inside sales teams, but it cannot tell you whether ChatGPT or Perplexity drove a lead. Finseo tracks AI visibility and attributes Close leads and opportunities to AI engines, so the two complement each other.

Click Connect on the Close card in Finseo to copy your webhook URL. In Close, go to Settings, then Developer, then Webhooks, click Add Webhook, paste the URL and subscribe to lead.created, optionally adding opportunity.created. Add the "How did you find us?" custom field, create a test lead and check Finseo within seconds. Setup takes about 2 minutes.

Close sends the full record JSON on each subscribed event, including custom fields and, for opportunities, value, currency and the associated lead. Finseo auto detects fields like how_did_you_find_us and categorizes the source. Email and call activity stay in Close; the integration is one way and Finseo never updates Close leads or opportunities.

Yes. The Close integration is included in every Finseo plan with no per-integration fees. On the Close side, webhook subscriptions and custom fields are available on all plans (Startup, Professional and Enterprise), so the Finseo Close integration works regardless of which Close tier your team is on. Nothing extra to buy.

Yes. The Finseo Close integration is built for inside sales teams making 50+ calls per day. Real-time webhooks keep attribution accurate at high lead volumes, reps see the AI source on every lead to tailor scripts, and managers compare AI-driven leads against outbound, inbound forms and paid channels in their Close pipeline reports.

No. Close records a lead source only as whatever a rep types into a custom field, without classification or channel ROI reporting, so ChatGPT and Perplexity never show up as measurable sources. Finseo adds Answer Engine Optimization (AEO) attribution: it categorizes every Close lead into AI source buckets and aggregates opportunity revenue per engine.

Finseo accepts lead.created, lead.updated, opportunity.created, opportunity.updated, opportunity.status_change and contact.created events from Close. Most teams subscribe to lead.created and opportunity.status_change for end-to-end attribution from first lead to won revenue. Close fires within 1 to 2 seconds and Finseo updates the dashboard within another 5 to 10 seconds.

AI search attribution ties conversions to the AI assistant that brought the buyer; analytics tools often record these visits as direct traffic. With Close connected, Finseo assigns each lead, order or survey answer to the AI source named, so you can show what your AEO and GEO work is worth in revenue.