Connect Samsara and Close to Build Intelligent Automations

Choose a Trigger

Samsara

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Samsara 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 Samsara integrations.

Create contact

Create contact

Create a new contact.

Delete a contact

Delete a contact

Remove a contact from your account.

Create an address

Create an address

Create an address in Samsara with optional geofence, contacts, tags, and notes.

Create a route

Create a route

Create a new route and add stops with locations.

Create Samsara document

Create Samsara document

Create a Samsara fleet document with driver, vehicle, notes, and custom form fields.

Create driver

Create driver

Create a new driver profile in Samsara

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Frequently Asked Questions

How do I start an integration between Samsara and Close?

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

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

Absolutely. You can customize how Samsara 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 Samsara and Close?

The data sync between Samsara 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 Samsara 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 Samsara and Close?

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

Samsara

About Samsara

Samsara is a cloud-connected sensor data platform for connected operations.

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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