Connect Fluent Forms and Close to Build Intelligent Automations

Choose a Trigger

Fluent Forms

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 Form Submission

New Form Submission

Triggered when a new form is submitted in Fluent Forms.

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 Fluent Forms 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 Fluent Forms and Close?

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

Can we customize how data from Fluent Forms is recorded in Close?

Absolutely. You can customize how Fluent Forms 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 Fluent Forms and Close?

The data sync between Fluent Forms 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 Fluent Forms 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 Fluent Forms and Close?

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

Fluent Forms

About Fluent Forms

Fluent Forms is a powerful and user-friendly form builder that allows users to create custom forms for their websites with ease. It offers a wide range of features including drag-and-drop form building, conditional logic, and integration with various third-party services, making it ideal for businesses and individuals looking to streamline their data collection processes.

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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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