Connect Close and Keka
Integrate Close with Keka to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Close + Keka flows
Start from a real workflow other teams are already running.
Choose a trigger
Close
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
Choose an action
Keka
Automatically do this!
Find Performance Goals
Create Exit Request
List leave types
List All Employee Salary Details
List Employee Documents
List document types
Find Employees
Log Employee Clock In and Out
Create Leave Request
Upload Employee Document
Update Employee Details
Add an new employee
List All Leave Balances
List All Departments
List All Job Titles
List All Locations
List All Group Types
List All Groups
List All Capture Schemes
List User Leave Requests
List of Holidays
List of All Currencies
List All Notice Periods
List All Contingent Types
List of Employee Document Attachment Download Url
List all Leave Plans
List all shift policies
List all Tracking Policies
List all weeklyoff policies
List all holidays Calendar
List all Employee Salaries
List all Salary Components
List all Pay Groups
List All Pay Cycles
List of Payroll Registers
Get all Pay Batches
List all Batch Payments
List all Pay Bands
List all Pay Grades
List all Employee FnF Details
List all Bonus Types
List of Financial Details for All Employees
List all Salary Structures
List Employee Form 16
Search Banks
List Attachment Download Url
List clients
List Client Invoices
List Taxes
List Tax Groups
List Projects
List Employee Expenses
List expense policies
Update Employee Bank Details
List Assets
Update Goal Progress
Assign Asset to Employees
List Attendance Records
Update Employee Salary
List All Banks
List Regularisation Requests
List Clocked In Employees
List All Jobs
List Job Candidates
Add Candidate to Job
Add a note to a candidate
Download Candidate Resume
List Candidate Interviews
Attach Candidate Resume
Recover Assigned Assets
Give Praise To Employee
List All Policies
List Skills
Find Time Frames
List Employee Skills
Add Skills to an Employee
List Job Boards
List all Badges
List Review Groups
List Review Cycles
List Employee Reviews
List Helpdesk Tickets
List Job Application Fields
Update Candidate
List Helpdesk Categories
List Helpdesk Ticket Closing Reasons
Create Helpdesk Ticket
List scorecard for a job candidate
List Preboarding Candidates
Create Preboarding Candidate
Update Preboarding Candidate
Find Performance Goals in Keka when New Call in Close
Use this flowCreate Exit Request in Keka when New Call in Close
Use this flowList leave types from Keka when New Call in Close
Use this flowList All Employee Salary Details from Keka when New Call in Close
Use this flowList Employee Documents from Keka when New Call in Close
Use this flowList document types from Keka when New Call in Close
Use this flowFind Employees in Keka when New Call in Close
Use this flowLog Employee Clock In and Out in Keka when New Call in Close
Use this flowCreate Leave Request in Keka when New Call in Close
Use this flowUpload Employee Document to Keka when New Call in Close
Use this flowSupported Triggers & Actions
Everything you can automate between Close and Keka.
When this happensTriggers
A trigger is an event that starts a workflow.
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
New Lead
Triggers when a new lead is created.
Lead Status Change Updated
Triggers when a Lead status change is updated.
New Task
Triggers when a new task is created or completed.
Do thisActions
Action is the task that follows automatically within your Close integrations.
Create Contact
create a contact.
Update Contact
Update an existing contact.
Create Task
Creates a New Task.
Create Bulk Email
create a bulk mail.
Delete Email
delete an Email on lead.
Update Call
Updates a New call.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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
About Keka
Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Close and Keka accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Close and Keka as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Keka. No coding required.
Yes. You can set up a workflow where Close triggers actions in Keka, and a separate workflow where Keka triggers actions in Close. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Close and Keka. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Close and Keka integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
