IntegrationsMeeting BaaSClose
Meeting BaaS + Close

Connect Meeting BaaS and Close to Build Intelligent Automations

Choose a Trigger

Meeting BaaS

When this happens...

Choose an Action

Close

Automatically do this!

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 Meeting BaaS integrations.

Sending a bot

Sending a bot

Send AI bots to meetings

Removing a Bot

Removing a Bot

Remove a bot from an ongoing meeting using the API

Get Meetings

Get Meetings

Get meeting recording and metadata.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

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Frequently Asked Questions

How do I start an integration between Meeting BaaS and Close?

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

Can we customize how data from Meeting BaaS is recorded in Close?

Absolutely. You can customize how Meeting BaaS 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 Meeting BaaS and Close?

The data sync between Meeting BaaS 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 Meeting BaaS 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 Meeting BaaS and Close?

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

Meeting BaaS

About Meeting BaaS

Meeting BaaS is a comprehensive platform designed to streamline and enhance the process of organizing, scheduling, and conducting meetings. It offers a suite of tools to facilitate seamless communication, collaboration, and documentation, making it an ideal solution for businesses and teams looking to improve their meeting efficiency and 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.

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