Connect LeadConnector and Close to Build Intelligent Automations

Choose a Trigger

LeadConnector

When this happens...

Choose an Action

Close

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Ready to use LeadConnector and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Task

New Task

Triggers when a new task is created or completed.

Do thisActions

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

Create Task

Create Task

Creates a new task.

Add Tags To Contact

Add Tags To Contact

Add one or more tags to a specific contact in LeadConnector.

Update Task

Update Task

Update the details of an existing task by its ID.

Search Task

Search Task

Find the details of a task by its id.

Delete Task

Delete Task

Delete the task by its id.

Create Contact

Create Contact

Creates a new contact.

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Frequently Asked Questions

How do I start an integration between LeadConnector and Close?

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

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

Absolutely. You can customize how LeadConnector 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 LeadConnector and Close?

The data sync between LeadConnector 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 LeadConnector 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 LeadConnector and Close?

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

LeadConnector

About LeadConnector

LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.

Learn More
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