Connect Cliengo and Close to Build Intelligent Automations

Choose a Trigger

Cliengo

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Cliengo and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer/Contact

New Customer/Contact

Triggers when a new contact/customer is created

Updated Customer

Updated Customer

Triggers when a new customer is created or updated

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.

Do thisActions

Action is the task that follows automatically within your Cliengo integrations.

Create Customer

Create Customer

creates a new customer

Search Agent

Search Agent

Search a agent

Update Customer

Update Customer

Update an existing custome

Search Customer

Search Customer

Search a customer

List Account

List Account

List all account

List Account Payments

List Account Payments

List all account payments

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Frequently Asked Questions

How do I start an integration between Cliengo and Close?

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

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

Absolutely. You can customize how Cliengo 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 Cliengo and Close?

The data sync between Cliengo 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 Cliengo 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 Cliengo and Close?

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

Cliengo

About Cliengo

Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.

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