Connect Beeminder and Close to Build Intelligent Automations

Choose a Trigger

Beeminder

When this happens...

Choose an Action

Close

Automatically do this!

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 Beeminder integrations.

List Archived Goals

List Archived Goals

Same as “List All Goals,” but returns goals you’ve archived.

Get a Single Goal

Get a Single Goal

Fetch all details for one goal. Include &datapoints=true to get its full datapoint history.

Get Goal Datapoints

Get Goal Datapoints

Returns datapoints (entries) logged under a goal.

List All Goals

List All Goals

Retrieves all active goals of the specified user.

Create Charge

Create Charge

Charges a specified amount (USD) to the user’s account, with an optional note

Delete Datapoint

Delete Datapoint

Removes the specified datapoint from the goal.

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Frequently Asked Questions

How do I start an integration between Beeminder and Close?

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

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

Absolutely. You can customize how Beeminder 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 Beeminder and Close?

The data sync between Beeminder 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 Beeminder 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 Beeminder and Close?

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

Beeminder

About Beeminder

Beeminder is a goal-tracking tool that helps you stay accountable and motivated by visualizing your progress and setting up financial stakes for your goals. Whether you're looking to build a new habit, lose weight, or complete a project, Beeminder keeps you on track by integrating with various apps and services.

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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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