IntegrationsRouteLogicClose
RouteLogic + Close

Connect RouteLogic and Close to Build Intelligent Automations

Choose a Trigger

RouteLogic

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 Task

New Task

Triggers when a new task is created.

Task Updated

Task Updated

Triggers when a task is updated.

Task Deleted

Task Deleted

Trigger's when a task is deleted.

Sending Notifications

Sending Notifications

Triggers when a new notifications is sent.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

Do thisActions

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

Create Products  Task

Create Products Task

Create a new product task.

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.

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Frequently Asked Questions

How do I start an integration between RouteLogic and Close?

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

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

Absolutely. You can customize how RouteLogic 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 RouteLogic and Close?

The data sync between RouteLogic 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 RouteLogic 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 RouteLogic and Close?

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

RouteLogic

About RouteLogic

Routelogic is a comprehensive route optimization and logistics management platform designed to streamline transportation operations. It offers advanced tools for planning, scheduling, and optimizing delivery routes, ensuring efficient and cost-effective logistics solutions for businesses.

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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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