Connect Formbricks and Close to Build Intelligent Automations

Choose a Trigger

Formbricks

When this happens...

Choose an Action

Close

Automatically do this!

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 Formbricks integrations.

List All Action Classes

List All Action Classes

Get all the action classes available in the environment

List Attribute Classes

List Attribute Classes

Geta list of all the available attribute classes.

List Contact Attribute Keys

List Contact Attribute Keys

Get a list of all contact attribute keys defined in the current environment.

List Contact Attributes

List Contact Attributes

Get a list of all contact attributes in the current environment.

List Contacts

List Contacts

Get a list of all contacts for the current environment.

List Persons

List Persons

Get all the identified people from Formbricks.

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Frequently Asked Questions

How do I start an integration between Formbricks and Close?

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

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

Absolutely. You can customize how Formbricks 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 Formbricks and Close?

The data sync between Formbricks 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 Formbricks 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 Formbricks and Close?

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

Formbricks

About Formbricks

Formbricks is an open-source survey platform to gather insights at any point in the user journey.

Learn More
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