Connect paygee and Close to Build Intelligent Automations

Choose a Trigger

paygee

When this happens...

Choose an Action

Close

Automatically do this!

Enable Integrations or automations with these events of paygee and Close

Enable Integrations or automations with these events of paygee and Close

Triggers

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.

Actions

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.

Update Call

Update Call

Updates a New call.

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Frequently Asked Questions

How do I start an integration between paygee and Close?

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

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

Absolutely. You can customize how paygee 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 paygee and Close?

The data sync between paygee 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 paygee 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 paygee and Close?

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

paygee

About paygee

Paygee is the go-to solution for any business in need of a totally integrated PAYG (Pay-As-You-Go) platform. The hardware agnostic software suite allows for remote access and control of PAYG products, minimizes operational costs and empowers sales forces.

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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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