Connect mentortools and Close to Build Intelligent Automations

Choose a Trigger

mentortools

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 mentortools integrations.

Get Courses

Get Courses

Get simplified list of courses

Create Courses

Create Courses

Total Courses

Total Courses

Get total count of courses

Course info by ID

Course info by ID

Get course info by ID (simple info)

Get module by ID

Get module by ID

Get module info by ID

Get Module information

Get Module information

Get detailed module information

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Frequently Asked Questions

How do I start an integration between mentortools and Close?

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

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

Absolutely. You can customize how mentortools 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 mentortools and Close?

The data sync between mentortools 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 mentortools 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 mentortools and Close?

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

mentortools

About mentortools

Mentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.

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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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