Connect Keka and Close to Build Intelligent Automations

Choose a Trigger

Keka

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Keka and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Employee Clocks In

Employee Clocks In

Runs when employee clocks in

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.

Do thisActions

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

Create Exit Request

Create Exit Request

Record resignation and last day

List leave types

List leave types

List all leave types in your Keka account.

List All Employee Salary Details

List All Employee Salary Details

Search Employee Salary Details by Employee Number

List Employee Documents

List Employee Documents

Get documents for one or more employees by email or employee ID. Optionally filter by document type.

List document types

List document types

Lists all document types in your Keka account, including each type's fields and whether they are required.

List All Employees

List All Employees

Get employees by filters

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Frequently Asked Questions

How do I start an integration between Keka and Close?

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

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

Absolutely. You can customize how Keka 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 Keka and Close?

The data sync between Keka 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 Keka 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 Keka and Close?

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

Keka

About Keka

Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.

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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