Connect Runn and Close to Build Intelligent Automations

Choose a Trigger

Runn

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Runn and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Do thisActions

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

Create project

Create project

Create a new Runn project for the chosen client, with optional budget, team, and rate settings.

Create client

Create client

Create a new client in Runn using a name and optional website.

Create Person

Create Person

Add a person to Runn so they can be assigned a role, team, and schedule.

Create role

Create role

Create a new role in Runn to assign to people and projects.

Create skill

Create skill

Add a new skill to Runn so you can assign and track expertise.

Assign person to project

Assign person to project

Add a person to a project for selected dates with daily time, role, and billable status.

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Frequently Asked Questions

How do I start an integration between Runn and Close?

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

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

Absolutely. You can customize how Runn 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 Runn and Close?

The data sync between Runn 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 Runn 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 Runn and Close?

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

Runn

About Runn

Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.

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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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