Connect Teambook and Close to Build Intelligent Automations

Choose a Trigger

Teambook

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 Project

New Project

Triggers when a new project is created.

New User

New User

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.

Do thisActions

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

Create User

Create User

Create a teambook user.

List Project

List Project

List all projects.

List Users

List Users

List all users.

List Actual Log

List Actual Log

List all Actual Log.

List Task

List Task

List all task

List Team

List Team

List all team.

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Frequently Asked Questions

How do I start an integration between Teambook and Close?

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

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

Absolutely. You can customize how Teambook 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 Teambook and Close?

The data sync between Teambook 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 Teambook 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 Teambook and Close?

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

Teambook

About Teambook

TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.

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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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