CloseBoss fits into the workflow you already have.

Connect your Zillow account so new buyer / seller inquiries land in the Lead Queue within seconds and trigger AI follow-up.

Sync new Realtor.com leads with the same routing rules as Zillow. Source attribution is preserved on every contact.

Run Meta lead ads and feed responses straight into CloseBoss. Custom field mapping for buyer / seller / open-house forms.

One-line embed for any IDX site (Sierra, kvCORE, custom WordPress) — new form submissions hit CloseBoss in under a second.

Pipe Google LSA inquiries into the same AI follow-up sequences as your portal leads.

Native open-house signup page — visitors scan a QR code and land in your CRM with auto-tagging and source attribution.

Two-way calendar sync, Gmail thread attachment, OAuth-based sending so your replies come from your real email address.

Calendar + email sync with the same OAuth pattern as Google. Your Outlook events appear on the CloseBoss calendar.

Read-only sync via CalDAV so you can see Apple-calendar events alongside CloseBoss bookings.

Click-to-call dialer + AI voice answering for inbound. Calls are recorded, transcribed, and summarized on the contact record.

Carrier-registered SMS pipeline with high daily throughput. Powers missed-call text-back, AI follow-up, and template sends.

Same AI follow-up flow, routed through WhatsApp Business — useful for international clients and Chinese-American buyers.

Native WeChat OA integration for agents serving Chinese-speaking clients. Bilingual templates ship with the platform.

Powers the AI receptionist — real-time conversation that answers, qualifies, books, and hands off, with recordings and summaries on the contact.

Clones your voice from a short intro video so your digital twin and voice-line call-backs sound like you.

The generative-media backbone — runs the video, transcription, and lip-sync models below on fast, scalable infrastructure.

Text-and-photo-to-video for UGC-style listing and brand ads.

Fast, accurate transcription — turns your intro video into the script behind your digital twin.

Lip-syncs your cloned voice onto your avatar so a talking-head reel matches every word.

Programmatic, on-brand video — carousel and listing reels rendered from your data.

Cinematic image-to-video for high-end listing and lifestyle clips.

State-of-the-art text-to-video for premium marketing shots.

One Meta connection publishes to your Facebook Page and linked Instagram Business account.

Auto-post market updates, listings, and brand content to your LinkedIn profile or page.

Publish text and image posts to Threads on your posting schedule.

Pin listing photos and market graphics to boards that keep working for you.

Publish short-form listing and brand video to TikTok.

Upload listing tours and brand reels to your YouTube channel.

Send the Buyer Broker Agreement, listing agreement, or offer for signature from any deal. Status flips on the deal record when the recipient signs.

Alternate e-signature provider with the same workflow as Dotloop. Pick once in Settings; templates port over.

All plans, proration, payment-method swaps, and invoice history. ACH supported on Premium and Team plans.

Primary model for AI follow-up drafting, voice AI conversation, deal coach reasoning, and the AI CMA analyzer.

Secondary model used as a fallback and for image-aware tasks (listing photo analysis, CMA imagery).

Standard Zapier app — trigger on New lead, New conversation, Deal stage change, and act with Send template, Create task, Update contact.

Make.com scenario support with the same triggers and actions as Zapier.

POST any event from CloseBoss to your own endpoint, or accept inbound webhooks to create leads / contacts / tasks from external systems.