Connect Once.to and Close to Build Intelligent Automations

Choose a Trigger

Once.to

When this happens...

Choose an Action

Close

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Links

New Links

Triggers when new Link is Created.

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 Once.to integrations.

Create Link

Create Link

Create a New Link

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

Create Bulk Email

Create Bulk Email

create a bulk mail.

Delete Email

Delete Email

delete an Email on lead.

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Frequently Asked Questions

How do I start an integration between Once.to and Close?

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

Can we customize how data from Once.to is recorded in Close?

Absolutely. You can customize how Once.to 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 Once.to and Close?

The data sync between Once.to 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 Once.to 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 Once.to and Close?

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

Once.to

About Once.to

Once is a platform designed to streamline and enhance your scheduling and booking processes. It offers a user-friendly interface for managing appointments, meetings, and events efficiently, ensuring that you never miss an important date or time. With Once, you can easily coordinate with clients, colleagues, and partners, making it an essential tool for businesses and individuals who value time management and organization.

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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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