IntegrationsDesklog.ioClose
Desklog.io + Close

Connect Desklog.io and Close to Build Intelligent Automations

Choose a Trigger

Desklog.io

When this happens...

Choose an Action

Close

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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 Desklog.io integrations.

Create Task

Create Task

Creates a new task in Desklog.io.

Update Task

Update Task

Updates an existing task in Desklog.io.

Create Project

Create Project

Creates a Project.

Create Client

Create Client

Creates a Client.

Create Tag

Create Tag

Creates a Tag.

Update Tag

Update Tag

Update an existing tag.

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Frequently Asked Questions

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

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

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

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

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

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

Desklog.io

About Desklog.io

Desklog.io is a comprehensive project management and time tracking software designed to enhance productivity and streamline workflow processes. It offers features such as task management, employee monitoring, and automated timesheets, making it an ideal solution for businesses looking to optimize their project management and team collaboration efforts.

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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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