Connect EKM and Close to Build Intelligent Automations

Choose a Trigger

EKM

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 Customer

New Customer

Runs when a new customer is created.

New Order

New Order

Trigger when new order is created in your account.

New Product

New Product

Trigger when new product is created in your account.

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.

Do thisActions

Action is the task that follows automatically within your EKM integrations.

Create Customer

Create Customer

Add a new customer to the EKM account.

Create Product

Create Product

Add a new Product to the EKM account.

Update Product

Update Product

Update the details of an existing product.

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 EKM and Close?

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

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

Absolutely. You can customize how EKM 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 EKM and Close?

The data sync between EKM 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 EKM 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 EKM and Close?

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

EKM

About EKM

EKM is an eCommerce provider based in the UK that helps you sell online.

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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