Connect SquaredUp and Close to Build Intelligent Automations

Choose a Trigger

SquaredUp

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use SquaredUp and Close automations

Explore more automations built by businesses and experts

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 SquaredUp integrations.

Create User

Create User

Create Tenent User.

Delete User

Delete User

Deleting the User using Email.

Search User

Search User

This action search user by email id.

Create Tenant Group

Create Tenant Group

Create a new tenant group with a display name, description.

Delete Tenant Group

Delete Tenant Group

Delete an existing tenant group by specifying its unique group ID.

Update Tenant Group

Update Tenant Group

Update the details of an existing tenant group, including its name, description, and associated users.

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 SquaredUp and Close?

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

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

Absolutely. You can customize how SquaredUp 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 SquaredUp and Close?

The data sync between SquaredUp 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 SquaredUp 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 SquaredUp and Close?

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

SquaredUp

About SquaredUp

SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.

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