Integrations Envoy for Visitors Close
Envoy for Visitors + Close

Connect Envoy for Visitors and Close to Build Intelligent Automations

Choose a Trigger

Envoy for Visitors

When this happens...

Choose an Action

Close

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Ready to use Envoy for Visitors and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Visitor Invited

Visitor Invited

Triggers when a visitor invite is created in Envoy.

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.

Do thisActions

Action is the task that follows automatically within your Envoy for Visitors integrations.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

Create Bulk Email

Create Bulk Email

create a bulk mail.

Delete Email

Delete Email

delete an Email on lead.

Update Call

Update Call

Updates a New call.

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Frequently Asked Questions

How do I start an integration between Envoy for Visitors and Close?

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

Can we customize how data from Envoy for Visitors is recorded in Close?

Absolutely. You can customize how Envoy for Visitors 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 Envoy for Visitors and Close?

The data sync between Envoy for Visitors 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 Envoy for Visitors 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 Envoy for Visitors and Close?

Yes, you can set conditional logic to control the flow of data between Envoy for Visitors 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.

Envoy for Visitors

About Envoy for Visitors

Envoy is a leading platform for workplace management, offering solutions for visitor management, room booking, and employee sign-in. It helps businesses streamline their operations and enhance security.

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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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