Connect Botpress and Close to Build Intelligent Automations

Choose a Trigger

Botpress

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 Workspace

New Workspace

Trigger when new workspace is created.

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 Botpress integrations.

Create Workspace

Create Workspace

Creates a Workspace.

Update Workspace

Update Workspace

Update an existing workspace.

Delete Workspace

Delete Workspace

Delete an Existing Workspace.

Update Account

Update Account

Update an Existing Account.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

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Frequently Asked Questions

How do I start an integration between Botpress and Close?

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

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

Absolutely. You can customize how Botpress 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 Botpress and Close?

The data sync between Botpress 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 Botpress 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 Botpress and Close?

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

Botpress

About Botpress

Botpress is a leading open-source platform designed for creating, managing, and deploying chatbots. It offers a comprehensive suite of tools for developers to build intelligent conversational agents that can be integrated into various applications and services. With its modular architecture and user-friendly interface, Botpress simplifies the process of developing chatbots, making it accessible for both technical and non-technical users.

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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.

Learn More