IntegrationsCrystal BallClose
Crystal Ball + Close

Connect Crystal Ball and Close to Build Intelligent Automations

Choose a Trigger

Crystal Ball

When this happens...

Choose an Action

Close

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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

Action is the task that follows automatically within your Crystal Ball integrations.

List Annotations

List Annotations

List of all available Annotations in the cluster.

Create Annotation in Crystal Ball

Create Annotation in Crystal Ball

Add an annotation in your account for an event.

Delete Annotation

Delete Annotation

Delete an annotation in your account for an event.

Change Annotation

Change Annotation

Change an annotation in your account for an event.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

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Frequently Asked Questions

How do I start an integration between Crystal Ball and Close?

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

Can we customize how data from Crystal Ball is recorded in Close?

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

How often does the data sync between Crystal Ball and Close?

The data sync between Crystal Ball and Close 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 Crystal Ball to Close?

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 Crystal Ball and Close?

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

Crystal Ball

About Crystal Ball

Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.

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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.

Learn More