Connect Chartbrew and Close to Build Intelligent Automations

Choose a Trigger

Chartbrew

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Chartbrew 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 Chartbrew integrations.

Create Team

Create Team

Create a new team and set branding, report refresh, and export permissions.

Get Team Details

Get Team Details

Get details for a Chartbrew team using its team ID.

Update Team

Update Team

Update a team's name, branding visibility, and report refresh/export permissions.

Create Project

Create Project

Create a new project and initial dashboard in the selected team.

Get Team Projects

Get Team Projects

Get all projects for a specified team

Get Project Details

Get Project Details

Get a project's details by its project ID.

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 Chartbrew and Close?

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

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

Absolutely. You can customize how Chartbrew 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 Chartbrew and Close?

The data sync between Chartbrew 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 Chartbrew 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 Chartbrew and Close?

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

Chartbrew

About Chartbrew

Chartbrew is a powerful tool for creating and managing data visualizations. It allows users to connect to various data sources and build interactive charts and dashboards, making data analysis and presentation seamless and efficient.

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