Connect Ecologi and Close to Build Intelligent Automations

Choose a Trigger

Ecologi

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Ecologi 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 Ecologi integrations.

Get all Trees

Get all Trees

Get total no of trees user has funded

Get CO2 avoided

Get CO2 avoided

Get total number of tonnes of emissions user has avoided

Get all Impact

Get all Impact

Get total no of trees funded and total tonnes of CO2 avoided

Purchase Trees

Purchase Trees

Purchase some trees

Purchase Carbon avoidance

Purchase Carbon avoidance

Purchase 1 or more kilogram of carbon avoidance credits per request

Create Contact

Create Contact

create a contact.

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Frequently Asked Questions

How do I start an integration between Ecologi and Close?

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

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

Absolutely. You can customize how Ecologi 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 Ecologi and Close?

The data sync between Ecologi 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 Ecologi 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 Ecologi and Close?

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

Ecologi

About Ecologi

Ecology provides a platform for tracking environmental changes and promoting sustainable practices. It offers tools for data collection, analysis, and sharing to enhance ecological research and public awareness.

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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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