Connect Memory and Close to Build Intelligent Automations

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Memory

When this happens...

Choose an Action

Close

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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 Memory integrations.

Create or Update Record

Create or Update Record

Add a new record to Memory or update an existing one.

Find record

Find record

Find items by ID or matching fields.

Update a record

Update a record

Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.

Update record using filter

Update record using filter

Refine and update multiple records at once with the Update by Filter action. Use filters to target specific criteria, making bulk updates to all matching entries within your storage, enhancing efficiency and control in your workflow.

Delete record by Id

Delete record by Id

Maintain an organized and efficient workflow by removing unnecessary data with the Delete action. This allows you to securely delete obsolete records, optimizing your storage for active and relevant information.

Create or update record

Create or update record

Create a new entry or update an existing entry in your Memory vault.

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Frequently Asked Questions

How do I start an integration between Memory and Close?

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

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

Absolutely. You can customize how Memory 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 Memory and Close?

The data sync between Memory 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 Memory 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 Memory and Close?

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

Memory

About Memory

A seamless, secure vault for your crucial data. The "Memory" integration offers MongoDB-based storage, enabling Create, Read, Update, and Delete operations. Effortlessly manage and safeguard your data within your automation flows, ensuring easy access and precise control throughout the process.

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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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