Connect Doubletick and Close to Build Intelligent Automations

Choose a Trigger

Doubletick

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Doubletick 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 Doubletick integrations.

Send WhatsApp Message

Send WhatsApp Message

Send a WhatsApp Message to a Contact

Send WhatsApp Media Message

Send WhatsApp Media Message

Send WhatsApp Media Message

Send WhatsApp Template Message

Send WhatsApp Template Message

Send a pre-approved whatsapp message template to a contact

Create a new group

Create a new group

Create a new group by group name

Add a member to a group

Add a member to a group

Add a new member to a group

Delete a group

Delete a group

Delete an existing group by group ID

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Frequently Asked Questions

How do I start an integration between Doubletick and Close?

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

Can we customize how data from Doubletick is recorded in Close?

Absolutely. You can customize how Doubletick 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 Doubletick and Close?

The data sync between Doubletick 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 Doubletick 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 Doubletick and Close?

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

Doubletick

About Doubletick

Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.

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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