Connect Connecteam and Close
Integrate Connecteam with Close to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Connecteam + Close flows
Start from a real workflow other teams are already running.
Choose a trigger
Connecteam
When this happens...
New User
User Updated
User Archived
User Restored Archived
User Deleted
User Promoted
Choose an action
Close
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Create Contact in Close when New User in Connecteam
Use this flowUpdate Contact in Close when New User in Connecteam
Use this flowCreate Task in Close when New User in Connecteam
Use this flowCreate Bulk Email in Close when New User in Connecteam
Use this flowDelete Email in Close when New User in Connecteam
Use this flowUpdate Call in Close when New User in Connecteam
Use this flowCreate Note in Close when New User in Connecteam
Use this flowCreate Call in Close when New User in Connecteam
Use this flowList Contacts in Close when New User in Connecteam
Use this flowList Lead Status from Close when New User in Connecteam
Use this flowSupported Triggers & Actions
Everything you can automate between Connecteam and Close.
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user is created.
User Updated
Triggers when an existing user updated.
User Archived
Triggers when user was archived in the system.
User Restored Archived
Triggers when user was restored from archived .
User Deleted
Triggers when an existing user deleted.
User Promoted
Triggers when an existing user was promoted from 'user' to 'admin'.
Do thisActions
Action is the task that follows automatically within your Connecteam integrations.
Create User
Create a new user
Create user note
Create new note on the profile of the specified user.
Archive users
Archive individual or multiple users associated with the account by their unique userID.
Create jobs
Create a new job in a app.
Clock IN
Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.
Clock Out
Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Connecteam
Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
Learn moreAbout 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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Connecteam and Close accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Connecteam and Close as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Close. No coding required.
Yes. You can set up a workflow where Connecteam triggers actions in Close, and a separate workflow where Close triggers actions in Connecteam. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Connecteam and Close. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Connecteam and Close integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
