Close automation for lead follow-up and deal tracking
Sync new leads, update deal stages, and log conversations so reps follow up faster and keep Close data current.
Connect Close with 2200+ apps
Ready to use Close automations
Triggers and Actions in Close Automations
viaSocket makes it simple to connect Close and automate repetitive tasks.
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.
Real-world use cases of Close integrations
See how Close integrates with popular apps to automate tasks and streamline your workflow.
Send new Close contacts to Slack when a deal moves to proposal.
Create HubSpot records from Close leads assigned to a new rep.
Log won Close deals in Google Sheets for monthly revenue reporting.
Open Zendesk tickets from Close emails when prospects report contract issues.
Update your CRM when Close opportunities enter negotiation or closed-won stages.
Archive email threads after Close deals close, keeping account follow-up organized.
How to get started with Close automations
Automate when something happens in Close
Login -> Create new flow -> Select trigger -> Search Close -> Choose the trigger from the list
Take action in Close when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Close -> Choose the action from the list
Trigger
Action
Start with a template
Launch your automation in minutes using professionally built workflow templates. Customize them anytime to fit your needs.
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Frequently Asked Questions
Common automations include lead capture and routing, email/SMS follow-up sequences, call logging and transcripts, stage-based actions, and syncing opportunities to reporting tools.
No. viaSocket provides pre-built connectors and visual workflow builders so non-technical users can create automations without writing code.
Yes. viaSocket can add AI-driven steps—like lead scoring, subject-line suggestions, and personalized message drafts—so your Close automations become smarter and convert better.
Most common automations (lead capture, follow-ups, call logging) can be set up in under an hour using templates. More complex workflows with enrichment or custom routing may take longer.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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