
When this happens...
New AI Agent Crawled URLs
New Conversations of AI Agent

Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new AI agent crawled URLs is added.
Triggered when a new conversations of AI agent is created.
Triggers when a new Call is created or completed.
Triggers when a new contact is created.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Triggers when a new lead is created.
Action is the task that follows automatically within your Chatlease integrations.
Message your Chatbot and Get a Response
Create a new user.
Add URLs to AI Agent.
Add Question/Answer to AI agent.
create a contact.
Update an existing contact.

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To start, connect both your Chatlease and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatlease triggers actions in Close (or vice versa).
Absolutely. You can customize how Chatlease 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.
The data sync between Chatlease and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Chatlease 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.
Chatlease is an AI-powered platform designed to enhance communication and customer interaction through intelligent chat solutions. It leverages artificial intelligence to provide seamless and efficient chat experiences, making it ideal for businesses looking to improve customer support and engagement.
Learn MoreClose 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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