Connect Gmail and Close to Build Intelligent Automations

Choose a Trigger

Gmail

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Gmail and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Attachment

New Attachment

Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.

New Email Received

New Email Received

Runs when new email arrives

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.

Do thisActions

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

Send Email

Send Email

send a new email message.

Add or Remove Label to Email

Add or Remove Label to Email

Add or remove a label on a specific email or the first email that matches a subject or sender.

Reply To Email

Reply To Email

Reply to a Gmail thread

Get Thread Replies

Get Thread Replies

Retrieve all messages in a thread excluding those sent from the specified email address.

Search Email Messages

Search Email Messages

Find Email messages by sender, subject, label, or AI/advanced query and return message details, attachments, and a next-page token.

Get Email Attachment

Get Email Attachment

Retrieve attachments from an email by Message ID and return attachment details (filename, MIME type, size) and accessible URLs.

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Step by step guides to integrate Gmail and Close

Frequently Asked Questions

How do I start an integration between Gmail and Close?

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

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

Absolutely. You can customize how Gmail 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 Gmail and Close?

The data sync between Gmail 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 Gmail 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 Gmail and Close?

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

Gmail

About Gmail

Gmail is Google's email service that helps users send, receive, organize, search, and manage email messages with powerful spam filtering and integration across Google Workspace.

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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