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Create integrations between Close and your favorite App

Create effective Close automations in minutes by using pre-made templates that are customized for your needs

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plutio

plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.

Plumsail Documents

Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

plivo

plivo

Plivo is an easy-to-use tool that lets you send & receive SMS and voice calls.

Pledge It for Charities

Pledge It for Charities

Pledge It creates online fundraising tools for nonprofits that power the world's best peer-to-peer and virtual fitness event campaigns.

playfilm

playfilm

PlayFilm is the tool to easily create video tests and capture qualified contacts. Optimize your conversion rate and generate more leads.

platformly

platformly

Platformly is your marketing automation platform that empowers you to engage your audience at every step of their journey.

Planyo Online Booking

Planyo Online Booking

Planyo is an online reservation system which can be used by any business taking bookings. It's used, amongst others, by businesses offering vacation properties, car rentals, hotels, driving schools, yacht charters, doctors and therapists, conference rooms, tennis courts, car parks, event tickets or any other bookings you could imagine.

Planbox Innovation Central

Planbox Innovation Central

Planbox Innovation Central is a best-in-class workflow-driven online portal and tool for your employees, customers, partners and community to collaborate, discover, evaluate, manage, and develop creative ideas and actionable solutions.

Placker

Placker

Placker provides planning and tracking tools to save time, avoid mistakes and get work done.

placester

placester

Placester is a real estate platform which enables real estate agents and brokers to easily create personalized websites, as well as manage leads and their activities.

Pitbull Tax

Pitbull Tax

PitBullTax is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents and other tax professionals involved in IRS Tax Resolutions.

pipesai

pipesai

Pipes.ai is a platform that improves your outbound marketing contact rates: Get more of your customers on the phone without making a hire.

Actions and Triggers

When this happensTriggers

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.

Do thisActions

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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Our team is all set to help you!

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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