Connect Savvycal and Close to Build Intelligent Automations

Choose a Trigger

Savvycal

When this happens...

Choose an Action

Close

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Trigger when new event is created

Event Canceled

Event Canceled

Trigger when an event is canceled

Rescheduled Event

Rescheduled Event

Trigger when an event is rescheduled.

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 Savvycal integrations.

Get Account User

Get Account User

Get existing account user details

List Events

List Events

Get a list of your events scheduled via SavvyCal.

List Scheduling Links

List Scheduling Links

Get a list of scheduling links.

List Time Zones

List Time Zones

Get a list of all canonical zones in the time zone database.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

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Frequently Asked Questions

How do I start an integration between Savvycal and Close?

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

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

Absolutely. You can customize how Savvycal 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 Savvycal and Close?

The data sync between Savvycal 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 Savvycal 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 Savvycal and Close?

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

Savvycal

About Savvycal

Savvycal is a scheduling tool designed to make it easy for users to find mutually agreeable times for meetings. It offers a user-friendly interface and integrates with various calendar systems to streamline the scheduling process.

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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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