Connect Scale and Close to Build Intelligent Automations

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Scale

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 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 Scale integrations.

Get Tasks

Get Tasks

Retrieve all the tasks for given project.

Create Batch

Create Batch

Create a new batch in a project to group related tasks for processing.

Pause Batch

Pause Batch

Pause processing of an in-progress Batch. Only unstarted tasks will be paused.

Resume Batch

Resume Batch

Resume processing of a paused Batch. Previously paused tasks will be resumed.

Finalize a batch

Finalize a batch

Mark a Scale batch as complete so no new tasks can be added.

Cancel Batch

Cancel Batch

Cancel processing of a Batch. Unstarted tasks will be cancelled. Completed batches cannot be cancelled.

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Frequently Asked Questions

How do I start an integration between Scale and Close?

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

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

Absolutely. You can customize how Scale 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 Scale and Close?

The data sync between Scale 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 Scale 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 Scale and Close?

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

Scale

About Scale

Scale provides advanced AI-driven solutions for data labeling and annotation, helping businesses streamline their machine learning workflows.

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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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