Connect D-iD and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New Knowledge Base
New Video Translation
New Animation
Choose an Action
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
Ready to use D-iD and Close automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Knowledge Base
Triggers When new Knowledge Base is created.
New Video Translation
Triggers When new Video Translation is created.
New Animation
Triggers When new animation is created.
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.
Do thisActions
Action is the task that follows automatically within your D-iD integrations.
Create Consent
Creates a Consent.
Generate Video Translation
Generate a Video Translation
Delete Video Translate
Delete an Existing video translate.
Create Knowledge Base
Creates a Knowledge Base.
Create Document
Creates a Document.
Create Talk
Creates a Talk.
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Frequently Asked Questions
To start, connect both your D-iD and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in D-iD triggers actions in Close (or vice versa).
Absolutely. You can customize how D-iD 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.
The data sync between D-iD and Close 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 D-iD 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.
About D-iD
D-iD is a cutting-edge platform specializing in AI-driven solutions for creating and managing digital identities. It offers advanced tools for generating realistic avatars and digital personas, enhancing user interaction and personalization in various applications.
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
