Connect ChatBot and Close to Build Intelligent Automations

Choose a Trigger

ChatBot

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use ChatBot and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

User Created

User Created

Trigger when a new user 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 ChatBot integrations.

Create a Story

Create a Story

Create new story.

Update Story

Update Story

Update existing story.

Search Story

Search Story

Search Story.

Delete Story

Delete Story

Delete story seach by name.

Create segment

Create segment

Create segment.

Add Users to Segments

Add Users to Segments

Adds one or more Users to one or more Segments.

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Frequently Asked Questions

How do I start an integration between ChatBot and Close?

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

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

Absolutely. You can customize how ChatBot 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 ChatBot and Close?

The data sync between ChatBot 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 ChatBot 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 ChatBot and Close?

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

ChatBot

About ChatBot

ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.

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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