Connect Email and Close
Integrate Email with Close to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Email + Close flows
Start from a real workflow other teams are already running.
Send Approval Email via Email when New Call in Close
Use this flowSend Approval Email via Email when New Contact in Close
Use this flowSend Approval Email via Email when New Email in Close
Use this flowSend Approval Email via Email when New Lead in Close
Use this flowSend Approval Email via Email when Lead Status Change Updated in Close CRM
Use this flowSend Approval Email via Email when New Task in Close
Use this flowSend Approval Email via Email when New Note in Close
Use this flowSend Approval Email via Email when New Opportunity in Close
Use this flowSend Approval Email via Email when Lead Updated in Close
Use this flowSend Approval Email via Email when Lead Deleted from Close
Use this flowSupported Triggers & Actions
Everything you can automate between Email and Close.
When this happensTriggers
A trigger is an event that starts a workflow.
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
New Lead
Triggers when a new lead is created.
Lead Status Change Updated
Triggers when a Lead status change is updated.
New Task
Triggers when a new task is created or completed.
Do thisActions
Action is the task that follows automatically within your Email integrations.
Send Approval Email
Request approval via email
Create Contact
create a contact.
Update Contact
Update an existing contact.
Create Task
Creates a New Task.
Create Bulk Email
create a bulk mail.
Delete Email
delete an Email on lead.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Email
Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Email and Close accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Email and Close as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Close. No coding required.
Yes. You can set up a workflow where Email triggers actions in Close, and a separate workflow where Close triggers actions in Email. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Email and Close. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Email and Close integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
