Connect Akkio and Close to Build Intelligent Automations

Choose a Trigger

Akkio

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Akkio and Close automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

Action is the task that follows automatically within your Akkio integrations.

Update a Project

Update a Project

Update details of your project from project ID

Delete a Datasheet

Delete a Datasheet

Delete a Dtasheet from datasheet ID

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.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Akkio and Close?

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

Can we customize how data from Akkio is recorded in Close?

Absolutely. You can customize how Akkio 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 Akkio and Close?

The data sync between Akkio 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 Akkio 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 Akkio and Close?

Yes, you can set conditional logic to control the flow of data between Akkio 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.

Akkio

About Akkio

It is an easy-to-use, scalable, and affordable AI platform for real-time decision making.

Learn More
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.

Learn More