Connect Hedy AI and Close to Build Intelligent Automations

Choose a Trigger

Hedy AI

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Hedy AI and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Highlight Created

New Highlight Created

runs when New Highlight Created

Session Ends

Session Ends

runs when Session Ends

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 Hedy AI integrations.

Get Session Details

Get Session Details

Get a session's details, including transcript, conversation and meeting minutes

Get Highlight Details

Get Highlight Details

Get a highlight's original quote, cleaned quote, and AI insights.

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.

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Frequently Asked Questions

How do I start an integration between Hedy AI and Close?

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

Can we customize how data from Hedy AI is recorded in Close?

Absolutely. You can customize how Hedy AI 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 Hedy AI and Close?

The data sync between Hedy AI 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 Hedy AI 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 Hedy AI and Close?

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

Hedy AI

About Hedy AI

Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business 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.

Learn More