Connect Close so readywhen sees the deals you’re really betting on.
Reliably captures every customer commitment logged in Close. Then brings the work back for your approval.
30-second setup · OAuth · SOC 2
What commitments does readywhen catch in Close?
Every "I'll send the proposal", "I'll loop in legal" promise made in Close — captured and actioned for you.
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In a lead note. "I'll respond by tomorrow." readywhen drafts the response.
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In a task. "Loop in CS." Pings CS.
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In a deal stage. "Need approval on discount." Drafts the approval.
How VPs and C-levels use readywhen with Close
The kinds of leadership commitments readywhen picks up in Close — and exactly what it does about them.
| Where it happens | What you said | What readywhen does |
|---|---|---|
| Lead pipeline | "I'll inspect top 5." | Surfaces the top 5. |
| Deal record | "I'll personally close." | Surfaces the deal. |
| Renewal deal | "I'll send proposal." | Drafts the proposal. |
| Forecast | "I'll commit numbers Friday." | Drafts the commit summary. |
| Board metrics | "I'll share pipeline." | Drafts the pipeline summary. |
How to connect Close to readywhen
Thirty seconds. OAuth. No new tool to learn — readywhen sits on top of Close.
- Click "Connect Close" in your readywhen workspace.
- Approve OAuth. readywhen only reads records you already have access to.
- Choose which pipelines or accounts readywhen should track.
Is the Close connector secure?
Yes. SOC 2 Type II and ISO 27001 certified. GDPR-compliant. readywhen never trains on your data.
- Only sees what you already see. readywhen inherits your Close permissions. If someone can’t access something in Close, neither can readywhen.
- Access only where installed. readywhen inherits your Close record-level permissions. If a user can't see a record in Close, neither can readywhen.
- Never trains on your data. Your Close data is never used to train, fine-tune, or improve any AI model — ours or any third party’s.
- Enterprise security standards. SOC 2 Type II and ISO 27001 certified. Encrypted in transit and at rest. GDPR-compliant with a Data Processing Agreement available on request.
- You stay in control. Admins choose what readywhen can access, and can audit or disable it at any time. Uninstall the Close integration or revoke access in readywhen, and we stop accessing your data.
Commonly used with Close and readywhen
Work rarely stays in just Close. readywhen picks up your commitments no matter where they happen.
Close connector FAQ
1. Will readywhen change records in Close?
Only with your approval. It can prepare updates — note logging, stage changes, follow-up tasks — and waits for you to confirm.
2. Will it expose data my reps shouldn't see?
No. readywhen inherits your Close record-level permissions exactly.
3. Will readywhen post or send anything in Close on my behalf?
Not without your approval. readywhen reads to understand context and prepares drafts. Anything that goes out is reviewed by you first.
4. Does readywhen train AI models on our Close data?
No. Your Close data is never used to train, fine-tune, or improve any AI model — ours or any third party's.
5. Can I disconnect Close at any time?
Yes. Uninstall the integration or revoke access in readywhen, and we stop accessing your data immediately.
6. How long does setup take?
30 seconds for personal install. If your workspace requires admin approval, it depends on how long your admin takes to approve it.