Connect Parallel and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New Parallel
Petition Complete
New Comment Posted
Comment Deleted
A user sent a message
Profile Created
Profile Closed
Profile Associated with Parallel
Profile Disassociated with Parallel
Profile Reopened
Message Scheduled
Profile Relationship Created
Profile Relationship Removed
Profile Updated
Template Used
Parallel Tagged
Parallel Untagged
Delete Scheduled Message
Petition Cloned
Profile Scheduled For Deletion
Signature Started
Signature Canceled
Signature Delivered
Signature Opened
Signature Completed
Signature reminder
Reply Created
Reply Updated
Reply Status Changed
Reply Deleted
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Parallel
Triggers when new parallels is created.
Petition Complete
Triggers when new parallels or petition is completed.
New Comment Posted
Triggers when new comment posted .
Comment Deleted
Triggers when a comment is deleted .
A user sent a message
when a user sends a message or reply inside a Parallel form or conversation.
Profile Created
Triggers when new profile is created.
Do thisActions
Action is the task that follows automatically within your Parallel integrations.
Comment on a Parallel
Send a comment or a note within a parallel.
Tag a Parallel
Tag a parallel with specified tag.
Create Parallel
Creates a parallel.
Rename Parallel
Rename a Parallel.
Find Parallel
Find an existing parallel.
Delete Parallel
Delete an existing petition.
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Frequently Asked Questions
To start, connect both your Parallel and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Parallel triggers actions in Close (or vice versa).
Absolutely. You can customize how Parallel 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.
The data sync between Parallel and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Parallel 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.
About Parallel
Parallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.
Learn MoreAbout 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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