Close + klimapi

Connect Close and klimapi to Build Intelligent Automations

Choose a Trigger

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

Automatically do this!

Request a new Action for klimapi

Enable Integrations or automations with these events of Close and klimapi

Triggers

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.

Actions

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.

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

We'll help you get started

Our team is all set to help you!

Know More About Close and Klimapi Integrations

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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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Frequently Asked Questions

How do I start an integration between Close and klimapi?

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

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

Absolutely. You can customize how Close data is recorded in klimapi. This includes choosing which data fields go into which fields of klimapi, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Close and klimapi?

The data sync between Close and klimapi 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 Close to klimapi?

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 Close and klimapi?

Yes, you can set conditional logic to control the flow of data between Close and klimapi. 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.

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.

CRM Sales

Learn More

About klimapi

KlimAPI is a platform that enables you and your customers to offset the unavoidable CO2 emissions of the service or product you sell.

eCommerce

Learn More

Connect Close and klimapi to Build Intelligent Automations

Choose a Trigger

Choose an Action

Enable Integrations or automations with these events of Close and klimapi

Triggers

New Call

New Contact

New Email

New Lead

Lead Status Change Updated

New Task

Actions

Create Contact

Update Contact

Create Task

Create Bulk Email

Delete Email

Update Call

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Instagram DM Replies, Reactions, and Team Alerts

We'll help you get started

Know More About Close and Klimapi Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Close

About klimapi

For SaaS

For AI Agent Builders

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