Connect Symbl.ai and Close to Build Intelligent Automations

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Symbl.ai

When this happens...

Choose an Action

Close

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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 Symbl.ai integrations.

Submit text

Submit text

Submit text to create a conversation and process the content.

Append text

Append text

Append text to a conversation that you previously processed.

Submit audio [URL]

Submit audio [URL]

Submit audio using a URL to create a conversation and process the content.

Append audio [URL]

Append audio [URL]

Append audio to an existing conversation using a URL and process the content.

Submit video [URL]

Submit video [URL]

Submit video using a URL to create a conversation and process the content.

List conversations

List conversations

Returns a list of conversations that you previously processed.

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Frequently Asked Questions

How do I start an integration between Symbl.ai and Close?

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

Can we customize how data from Symbl.ai is recorded in Close?

Absolutely. You can customize how Symbl.ai 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 Symbl.ai and Close?

The data sync between Symbl.ai 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 Symbl.ai 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 Symbl.ai and Close?

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

Symbl.ai

About Symbl.ai

Symbl.ai is a cutting-edge AI platform that provides advanced conversational intelligence capabilities. It enables developers and businesses to integrate real-time speech-to-text, sentiment analysis, topic detection, and other AI-driven insights into their applications. With Symbl.ai, users can enhance their communication tools, improve customer interactions, and gain valuable insights from conversations.

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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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