Connect EARLY and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
Activity Created
Activity Deleted
Activity Updated
Folder Created
Folder Updated
Folder Deleted
Tracking Started
Tracking Stopped
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 EARLY and Close automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Activity Created
Triggers when an activity is created.
Activity Deleted
Triggers when an activity is deleted.
Activity Updated
Triggers when an activity is updated.
Folder Created
Triggers when a folder is created.
Folder Updated
Triggers when a folder is updated.
Folder Deleted
Triggers when a folder is deleted.
Do thisActions
Action is the task that follows automatically within your EARLY integrations.
List all Folders
List all Folders in EARLY
Create a Folder
create a new Folder
Update a folder
Update a name of an existing Folder.
Delete a Folder
Delete an existing Folder
Create Tag
Create an Tag
Create Activity
Creates an Activity
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Frequently Asked Questions
To start, connect both your EARLY and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in EARLY triggers actions in Close (or vice versa).
Absolutely. You can customize how EARLY 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 EARLY 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 EARLY 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 EARLY
EARLY is a cutting-edge platform designed to enhance productivity and streamline project management for teams and individuals. With its intuitive interface and robust features, EARLY helps users efficiently manage tasks, collaborate with team members, and track project progress in real-time. Ideal for businesses and freelancers looking to optimize their workflow and achieve their goals more effectively.
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.
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