IntegrationsSmartSuiteClose
SmartSuite + Close

Connect SmartSuite and Close to Build Intelligent Automations

Choose a Trigger

SmartSuite

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 SmartSuite integrations.

Update a Record

Update a Record

Updates an existing record in SmartSuite.

Find Many Records

Find Many Records

Find multiple records by field match or SmartSuite search syntax.

List All Teams

List All Teams

list all the teams

List Comments

List Comments

List all Comments

List Tables

List Tables

Lists all Tables

List Solutions

List Solutions

Lists all Solutions in the Workspace.

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Frequently Asked Questions

How do I start an integration between SmartSuite and Close?

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

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

Absolutely. You can customize how SmartSuite 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 SmartSuite and Close?

The data sync between SmartSuite 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 SmartSuite 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 SmartSuite and Close?

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

SmartSuite

About SmartSuite

SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.

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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.

Learn More