Connect Beamer and Close to Build Intelligent Automations

Choose a Trigger

Beamer

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Beamer and Close automations

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 Beamer integrations.

Create Post

Create Post

Create a new Post

Create Comment on Post

Create Comment on Post

This action creates a new comment on a post.

React to Post

React to Post

This action creates a new reaction on a post.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

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 Beamer and Close?

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

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

Absolutely. You can customize how Beamer 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 Beamer and Close?

The data sync between Beamer 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 Beamer 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 Beamer and Close?

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

Beamer

About Beamer

Beamer is an easy to use newsfeed and changelog for your website or app. Use it to announce news and features, and improve user engagement.

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