Connect DataForms.io and Close to Build Intelligent Automations

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DataForms.io

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use DataForms.io and Close automations

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 DataForms.io integrations.

Create Form

Create Form

Creates a new form in DataForms.io using a selected template, title, and submission settings.

Find Form, Template or Entry

Find Form, Template or Entry

Finds a form, template, or entry in your DataForms account by name or code and returns it.

Delete Form

Delete Form

Permanently remove a form so it no longer appears or can be used.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

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Frequently Asked Questions

How do I start an integration between DataForms.io and Close?

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

Can we customize how data from DataForms.io is recorded in Close?

Absolutely. You can customize how DataForms.io 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 DataForms.io and Close?

The data sync between DataForms.io 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 DataForms.io 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 DataForms.io and Close?

Yes, you can set conditional logic to control the flow of data between DataForms.io 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.

DataForms.io

About DataForms.io

Web-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations (Zapier, Make) and a RESTful API for automations and programmatic access (base URL: https://api.dataforms.io).

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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.

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