Integrationsshift4shopClose
shift4shop + Close

Connect shift4shop and Close to Build Intelligent Automations

Choose a Trigger

shift4shop

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use shift4shop 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 shift4shop integrations.

Create a Customer

Create a Customer

Creates a new customer object.

Update Customer

Update Customer

Update an existing Customer.

Delete a Customer

Delete a Customer

Deletes an existing customer object.

Create a new Card

Create a new Card

Creates a new card object.

Retrieve an existing Card

Retrieve an existing Card

Retrieves an existing card object.

Delete a Card

Delete a Card

Deletes an existing card object.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between shift4shop and Close?

To start, connect both your shift4shop and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in shift4shop triggers actions in Close (or vice versa).

Can we customize how data from shift4shop is recorded in Close?

Absolutely. You can customize how shift4shop 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 shift4shop and Close?

The data sync between shift4shop 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 shift4shop 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 shift4shop and Close?

Yes, you can set conditional logic to control the flow of data between shift4shop 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.

shift4shop

About shift4shop

Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.

Learn More
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