Connect Pantry and Close to Build Intelligent Automations

Choose a Trigger

Pantry

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 Pantry integrations.

Create and/or Replace Basket

Create and/or Replace Basket

Given a basket name as provided in the url, this will either create a new basket inside your pantry, or replace an existing one.

Get Contents

Get Contents

Given a basket name, return the full contents of the basket.

Update Contents

Update Contents

Given a basket name, this will update the existing contents and return the contents of the newly updated basket.

Get Details

Get Details

Given a PantryID, return the details of the pantry, including a list of baskets currently stored inside it.

Update Details

Update Details

Update Details in Pantry.

Create Contact

Create Contact

create a contact.

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Frequently Asked Questions

How do I start an integration between Pantry and Close?

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

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

Absolutely. You can customize how Pantry 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 Pantry and Close?

The data sync between Pantry 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 Pantry 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 Pantry and Close?

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

Pantry

About Pantry

Pantry is a cloud-based service that provides a simple and efficient way to store and manage data. It is designed to help developers and businesses easily manage their data storage needs with a focus on simplicity and ease of use.

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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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