Connect 50 agents and Close to Build Intelligent Automations

Choose a Trigger

50 agents

When this happens...

Choose an Action

Close

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Work Item Is Created

Work Item Is Created

Runs when a work item is created in chat.walkover.in, allowing automatic meeting scheduling or team notifications.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

Do thisActions

Action is the task that follows automatically within your 50 agents integrations.

create meeting bot

create meeting bot

This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting

Create Work Item

Create Work Item

Creates a work item to schedule and manage meetings on chat.walkover.in.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

Create Bulk Email

Create Bulk Email

create a bulk mail.

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Frequently Asked Questions

How do I start an integration between 50 agents and Close?

To start, connect both your 50 agents and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in 50 agents triggers actions in Close (or vice versa).

Can we customize how data from 50 agents is recorded in Close?

Absolutely. You can customize how 50 agents data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between 50 agents and Close?

The data sync between 50 agents and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from 50 agents to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between 50 agents and Close?

Yes, you can set conditional logic to control the flow of data between 50 agents and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

50 agents

About 50 agents

Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.

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Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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