CSV import
Upload your open quotes and start following up in minutes.
- Auto-maps columns
- No credentials needed
- Injection-safe export
Integrations
Recloseify works around the tools you already use.
Start with a CSV today — upload your open quotes and begin following up in minutes. Connect messaging, email, calendar, payments, accounting and CRM as you grow. We only mark a connection Live when it genuinely is, so nothing here over-promises.
18integrations & counting16live or in betaTokens encrypted at rest
Import
Live
Google Sheets
Sync quotes straight from a live spreadsheet.
- Secure Google connection
- Row sync (beta)
- No manual re-uploads
Messaging
SMS
Automated, rules-based text follow-up with opt-out handling.
- STOP / opt-out handling
- Delivery receipts
- Quiet-hours aware
Follow up where your customers actually reply.
- Template messages
- Session-window aware
- Two-way replies
Slack
Get notified the moment a quote is won or needs you.
- Won-quote alerts
- Reply & booking pings
- Posts to your channel
Gmail
Send from your own Google address with full threading.
- Sends from your address
- Full threading
- Encrypted tokens at rest
Microsoft Outlook
Native follow-up from your Microsoft 365 mailbox.
- Microsoft 365 mailbox
- Full threading
- Encrypted tokens at rest
Calendar
Google Calendar
Offer real availability and book straight into your diary.
- Real free/busy
- Two-way booking
- Encrypted tokens at rest
Microsoft Calendar
Book jobs directly into Outlook calendars.
- Real free/busy
- Two-way booking
- Encrypted tokens at rest
Payments
Recloseify billing
Your Recloseify subscription and performance fees.
- Subscription management
- Performance fees
- Secure card handling
Accounting
QuickBooks
Turn a won quote into an invoice automatically.
- Secure account connection
- Won quote → invoice (beta)
- No double entry
Xero
Invoice won jobs the moment they close.
- Secure account connection
- Won quote → invoice (beta)
- Reconciliation-ready
CRM
Developer API & webhooks
Push recovered jobs and events into anything you run.
- Signed event webhooks
- REST API + keys
- Retries with backoff
HubSpot
Keep deals and contacts in lock-step with follow-up.
- Secure account connection
- Creates a won deal
- Contact sync (beta)
Salesforce
Enterprise CRM sync for opportunities and contacts.
- Secure account connection
- Opportunity sync (beta)
- Custom field mapping
Pipedrive
Push won jobs into your sales pipeline.
- Secure account connection
- Creates a won deal
- Person matching (beta)
Automation
Zapier
Connect Recloseify to 6,000+ apps, no code.
- 6,000+ app triggers
- No-code flows
- Event-driven
Make
Visual automations for advanced workflows.
- Visual scenarios
- Branching logic
- Event-driven
Live— Fully available today
Beta— Rolling out now
Coming soon— On the roadmap
We label a connection Live only when it’s fully available. Beta connections are rolling out; Coming soon is on the roadmap. The same labels drive the in-app connect screen, so what you see here is exactly what you get inside Recloseify.
For developers
A REST API and signed webhooks for everything else.
Subscribe to events — quote won, reply received, booking made — and pipe them into your own systems. Or connect through Zapier and Make with no code at all.
- Signed event webhooks with automatic retries
- Scoped API keys you can rotate any time
- No-code via Zapier & Make
POST /webhooks — quote.won
{
"event": "quote.won",
"quote_id": "qc_9f2a…",
"value": 4200,
"currency": "GBP",
"recovered_by": "followup",
"customer": { "name": "A. Patel" },
"signature": "sha256=…"
}Guardrails, not guesswork
The AI handles the language. Recloseify controls money, permissions and customer safety.
You don’t need to switch anything to start. Upload a CSV of your open quotes and Recloseify gets to work today — then add the connections that matter as they go Live.