Connect Sleekplan and Close
Integrate Sleekplan with Close to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Feedback in Sleekplan when Contact Custom Fields Created in Close
Create Changelog Update in Sleekplan when Lead Status Change Updated in Close CRM
New End user in Sleekplan when Bulk Edit Created in Close
Create Changelog Update in Sleekplan when Bulk Email Completed in Close
New Update from Sleekplan when Bulk Email Completed in Close
Popular Sleekplan + Close flows
Start from a real workflow other teams are already running.
Update Feedback in Sleekplan when Contact Custom Fields Created in Close
Use this flowCreate Changelog Update in Sleekplan when Lead Status Change Updated in Close CRM
Use this flowNew End user in Sleekplan when Bulk Edit Created in Close
Use this flowCreate Changelog Update in Sleekplan when Bulk Email Completed in Close
Use this flowNew Update from Sleekplan when Bulk Email Completed in Close
Use this flowCreate Changelog Update in Sleekplan when Contact Custom Fields Created in Close
Use this flowNew NPS Response from Sleekplan when Membership Activated in Close
Use this flowSearch User in Sleekplan when Saved Search Updated in Close
Use this flowUpdate Feedback in Sleekplan when Comment Created on Close
Use this flowSupported Triggers & Actions
Everything you can automate between Sleekplan and Close.
When this happensTriggers
A trigger is an event that starts a workflow.
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
New Lead
Triggers when a new lead is created.
Lead Status Change Updated
Triggers when a Lead status change is updated.
New Task
Triggers when a new task is created or completed.
Do thisActions
Action is the task that follows automatically within your Sleekplan integrations.
List All Comments
Retrieves the list of all comments.
Create Changelog Update
Create an update
Create Feedback
Create a new post
Update Feedback
Update a post
Search User
Retrieves the list of users based on search query string
Search Post
Returns a list of feedback posts based on specified search.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Sleekplan
Sleekplan is a customer feedback management tool that can easily be embedded in any web application. Use the widget to track suggestions, feedback, and bugs and discuss them with your customers. Plus, it' s easy to share a roadmap and keep a changelog.
Learn more
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sleekplan and Close accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Sleekplan and Close as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Close. No coding required.
Yes. You can set up a workflow where Sleekplan triggers actions in Close, and a separate workflow where Close triggers actions in Sleekplan. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Sleekplan and Close. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sleekplan and Close integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
