
When this happens...
New Call
New Contact
New Email
New Lead
Lead Status Change Updated
New Task
New Note
New Opportunity
Lead Updated
Lead Deleted
Task Updated
Task Completed
Task Deleted
Contact Updated
Contact Deleted
Email Updated
Email Sent
Email Deleted
New Email Thread Created
Email Thread Updated
Email Thread Deleted
Call Updated
Call Deleted
Note Updated
Note Deleted
Lead Status Change Deleted
CSV Import Created
CSV Import Completed
CSV Import Reverted
CSV Import Updated
Export Lead Created
Export Lead Updated
Export Lead Completed
Export Opportunity Created
Export Opportunity Updated
Export Opportunity Completed
Bulk Edit Created
Bulk Edit Updated
Bulk Edit Completed
Bulk Email Created
Bulk Email Updated
Bulk Email Completed
Contact Custom Fields Created
Activity Custom Fields is Created
Custom Activity Type Created
Custom Activity Instance Created
Custom Object Instance Created
Custom Object Instance Updated
Lead Status Created
Lead Status Updated
Opportunity Status Created
Opportunity Status Updated
Membership Activated
Membership Deactivated
Group Created
Group Updated
Saved Search Updated
Phone Number Created
Phone Number Updated
Email Template Created
Email Template Updated
SMS Template Created
SMS Template Updated
Comment Created
Comment Updated
Opportunity Updated
Comment Thread Created
Lead Merged
Opportunity Deleted
To get activity report

Automatically do this!
Text to Speech
Chat Conversation
Translate Text
Remove the Background of an Image
Ai Generated Content Detection
Face Detection
Face Comparison
Spell Check
Topic Extraction
Summarize Text
Identify Emotion Expressed in Text
Extract Text Image
Question Answer
Logo Detection
LandMark Detection
Detect Object In Image
Analyze Sentiments in Text
Extract Keyword in Text
Extract Named Entity in Text
Anonymize Image
Anonymize Text
Detect Language Of Text
Explicit Content Detection
Document Translation
Transcribe Audio File into Text
Moderate Text
Video Question Answering
Financial Parser
Resume Parser
Generate Image
Create Project Automlclassification
Automatic Translation
Create Prompt
Code Generation
Entity Sentiment
Identity Parser
Upload Phase
Deepfake Detection
AI Detection
Get Speech To Text Async Result
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When this happensTriggers
A trigger is an event that starts a workflow.
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.
Triggers when a Lead status change is updated.
Triggers when a new task is created or completed.
Action is the task that follows automatically within your Close integrations.
create a contact.
Update an existing contact.
Creates a New Task.
create a bulk mail.
delete an Email on lead.
Updates a New call.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Close and Eden AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Close triggers actions in Eden AI (or vice versa).
Absolutely. You can customize how Close data is recorded in Eden AI. This includes choosing which data fields go into which fields of Eden AI, setting up custom formats, and filtering out unwanted information.
The data sync between Close and Eden AI 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 Close and Eden AI. 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.
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 MoreEden AI is an AI API aggregator that allows you to use many AI technologies and providers without having to set up each API individually.
Learn More