Connect Phrase and Close to Build Intelligent Automations

Choose a Trigger

Phrase

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Phrase and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Job Created

Job Created

Triggers when a Phrase Job has been created, but not yet started.

Job Started

Job Started

Triggers when a Phrase Job is marked as in-progress.

Job Completed

Job Completed

Triggers when a Phrase Job has been marked as completed.

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.

Do thisActions

Action is the task that follows automatically within your Phrase integrations.

Start a Job

Start a Job

Starts an existing job that is in draft state.

Complete a Job

Complete a Job

Completed a job that is in the 'in_progress' state.

Delete a Job

Delete a Job

Delete's a job from phrase.

Create a Job Comment

Create a Job Comment

Creates a new comment in the specified job.

Delete a Job Comment

Delete a Job Comment

This action will delete a comment from the specified job.

Update a Job Comment

Update a Job Comment

This action updates a comment to a specific job.

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Frequently Asked Questions

How do I start an integration between Phrase and Close?

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

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

Absolutely. You can customize how Phrase 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 Phrase and Close?

The data sync between Phrase 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 Phrase 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 Phrase and Close?

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

Phrase

About Phrase

Phrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.

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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.

Learn More