Connect ClosedLoop AI and Togile to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product Insight Generated
Choose an Action
Automatically do this!
Create lead
Create Company
Create Contact
Update Lead
Get Products and Services By Name
Create User
Create New Task
Ready to use ClosedLoop AI and Togile automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Insight Generated
Runs when new product insight is generated
New Lead
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
New Contact
Triggers when a contact is added in Togile and returns the contact details.
Edit Lead
Update an existing lead's details in Togile CRM.
Do thisActions
Action is the task that follows automatically within your ClosedLoop AI integrations.
Send Feedback
Send customer feedback to extract product insights.
Create lead
Create a new lead from contact details with optional email, phone, source, and custom fields.
Create Company
Creates a new company in Togile CRM.
Create Contact
Creates a new contact in Togile with the provided name, email, phone, and optional company, title, owner, source, and custom fields.
Update Lead
Updates an existing lead's details in Togile, including name, email, phone, source, pipeline, owner, and custom fields.
Get Products and Services By Name
Finds products and services that match the provided name.
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Frequently Asked Questions
To start, connect both your ClosedLoop AI and Togile accounts to viaSocket. Once connected, you can set up a workflow where an event in ClosedLoop AI triggers actions in Togile (or vice versa).
Absolutely. You can customize how ClosedLoop AI data is recorded in Togile . This includes choosing which data fields go into which fields of Togile , setting up custom formats, and filtering out unwanted information.
The data sync between ClosedLoop AI and Togile typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClosedLoop AI and Togile . 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 ClosedLoop AI
ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.
Learn MoreAbout Togile
Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.
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