Connect Sifter and Close to Build Intelligent Automations

Choose a Trigger

Sifter

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Sifter and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Issue Created

New Issue Created

Runs when new issue created

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.

Do thisActions

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

Create New Issue

Create New Issue

Create new issue in project

List All Projects

List All Projects

Retrieve all projects

List Categories

List Categories

Show project categories

List Project Assignees

List Project Assignees

Fetch assignees for a project

List Milestones

List Milestones

Skipped metadata generation as requested.

Create Contact

Create Contact

create a contact.

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Frequently Asked Questions

How do I start an integration between Sifter and Close?

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

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

Absolutely. You can customize how Sifter 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 Sifter and Close?

The data sync between Sifter 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 Sifter 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 Sifter and Close?

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

Sifter

About Sifter

Sifter is a simple hosted bug and issue tracker.

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