Connect Hive and Close to Build Intelligent Automations

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Hive

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Close

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Action Created

New Action Created

Runs when a new action is created in the selected project.

Updated Action

Updated Action

Retrieve actions from the selected project in a workspace that were modified within the past specified minutes.

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 Hive integrations.

Create Action for Workspace

Create Action for Workspace

Creates a new task in the specified Hive workspace and sets its scheduled date.

Create Message

Create Message

Creates a new message in a Hive workspace group, optionally including the sender's name, picture, and message color.

Copy Project

Copy Project

Create a new project in the selected workspace by copying an existing project's settings; optionally include dates, assignees, and action statuses.

Update Hive Action

Update Hive Action

Updates an existing Hive action with new status, assignees, dates, and labels.

Create Task in Hive Workspace

Create Task in Hive Workspace

Creates a new task in the selected Hive workspace with a title, assignees, optional description, scheduled date, and project.

Apply Action Template

Apply Action Template

Applies a saved template to a selected action in a Hive workspace.

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Frequently Asked Questions

How do I start an integration between Hive and Close?

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

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

Absolutely. You can customize how Hive 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 Hive and Close?

The data sync between Hive 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 Hive 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 Hive and Close?

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

Hive

About Hive

Hive is a powerful project management and collaboration platform designed to help teams work more efficiently. With features like task management, messaging, file sharing, and analytics, Hive streamlines workflows and enhances productivity.

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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