Connect Grist and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
Updated Record
New Team Created
New or Updated Record
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Ready to use Grist and Close automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Triggers when a new Record is created.
Updated Record
Triggers when a Record is updated.
New Team Created
Trigger When A new Team Create
New or Updated Record
Triggers when a Record is updated, or a new Record is added.
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Grist integrations.
Create Record
Create a New Record in a Table
Update Record
Update an Existing Record in a Grist Table
Delete Record/s
Delete existing records from a table
Create Table
Create a New Table
List Team's
Get All Team's in grist
Update an Team
Update Your Team in Grist.
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Frequently Asked Questions
To start, connect both your Grist and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Grist triggers actions in Close (or vice versa).
Absolutely. You can customize how Grist 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.
The data sync between Grist and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Grist 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.
About Grist
Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
Learn MoreAbout 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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