Connect Close and Packlink PRO to Build Intelligent Automations

Choose a Trigger

Close

When this happens...

Choose an Action

Packlink PRO

Automatically do this!

Enable Integrations or automations with these events of Close and Packlink PRO

Enable Integrations or automations with these events of Close and Packlink PRO

Triggers

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.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

Actions

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

Create Bulk Email

Create Bulk Email

create a bulk mail.

Delete Email

Delete Email

delete an Email on lead.

Update Call

Update Call

Updates a New call.

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Frequently Asked Questions

How do I start an integration between Close and Packlink PRO?

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

Can we customize how data from Close is recorded in Packlink PRO?

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

How often does the data sync between Close and Packlink PRO?

The data sync between Close and Packlink PRO 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 Packlink PRO?

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 Packlink PRO?

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

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.

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Packlink PRO

About Packlink PRO

Packlink Pro is a professional shipping platform that allows you to automate your shipment process.

Learn More