Connect Swit and Close to Build Intelligent Automations

Choose a Trigger

Swit

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Swit and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Idea Posted

New Idea Posted

Runs when a new idea is posted in a specific channel.

New Message Arrives

New Message Arrives

Runs when new message arrives in the selected channel.

New Comment Is Posted to a Task

New Comment Is Posted to a Task

Runs when new comment is posted to a task

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.

Do thisActions

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

Create Channel

Create Channel

Creates a new channel in the selected workspace.

Post Idea

Post Idea

Post an idea to a chosen channel.

Post Message

Post Message

Post a plain-text message to a selected channel.

Create Project

Create Project

Create a project in the selected workspace.

Create Task

Create Task

Create a new task in a selected project.

Add Comment To Task

Add Comment To Task

Posts a comment to a selected task.

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Frequently Asked Questions

How do I start an integration between Swit and Close?

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

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

Absolutely. You can customize how Swit 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 Swit and Close?

The data sync between Swit 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 Swit 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 Swit and Close?

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

Swit

About Swit

Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.

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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.

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