Connect ProductLift and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New Comment
New Groups
New Tag
New User
New Post
Post Status Changed
Post Deleted
Vote Created
Vote Deleted
Comment Deleted
Update Comment
Update Group
Update Tag
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
Ready to use ProductLift and Close automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment
Trigger when new comment created.
New Groups
Trigger when new groups created.
New Tag
Trigger when new Tag created.
New User
Trigger when a new user created
New Post
Triggers when user added a new post.
Post Status Changed
Triggers when status change on a post.
Do thisActions
Action is the task that follows automatically within your ProductLift integrations.
Create User
Creates a new user in your portal. You can either provide a password, or you can invite the user.
Create Group
Creates a new group.
Update User
Updates a user in your portal.
Create Comment
Adds a new comment to a specific post.
Create Tag
Creates a new tag in your portal.
Create Status
Creates a new status.
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Frequently Asked Questions
To start, connect both your ProductLift and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in ProductLift triggers actions in Close (or vice versa).
Absolutely. You can customize how ProductLift 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 ProductLift 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 ProductLift 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 ProductLift
Productlift is a platform designed to help businesses manage and optimize their product development processes. It provides tools for tracking product performance, gathering user feedback, and prioritizing features to ensure that product teams can make data-driven decisions. With Productlift, teams can streamline their workflows, improve collaboration, and enhance the overall product lifecycle.
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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