Connect Simplesat and Close to Build Intelligent Automations

Choose a Trigger

Simplesat

When this happens...

Choose an Action

Close

Automatically do this!

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 Simplesat integrations.

Get Surveys

Get Surveys

Get surveys in simplesat.

List Questions

List Questions

Get a questions in Simplesat.

Upsert Customer

Upsert Customer

Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.

Create Member

Create Member

Create a new team member in simplesat

Update Customer

Update Customer

Update a customer by ID.

Create/Update Customer

Create/Update Customer

Creates/updates a customer.

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Frequently Asked Questions

How do I start an integration between Simplesat and Close?

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

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

Absolutely. You can customize how Simplesat 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 Simplesat and Close?

The data sync between Simplesat 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 Simplesat 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 Simplesat and Close?

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

Simplesat

About Simplesat

Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.

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