Connect Teamhood and Close to Build Intelligent Automations

Choose a Trigger

Teamhood

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Teamhood and Close automations

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 Teamhood integrations.

Complete Item

Complete Item

Complete an Items

Create a Item

Create a Item

Creates an existing Items

Create Board Row

Create Board Row

Create a new row in the board in the Teamhood.

Create Board

Create Board

Create a new board on Teamhood.

Delete Item

Delete Item

Deletes an existing Items.

Create Contact

Create Contact

create a contact.

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 Teamhood and Close?

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

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

Absolutely. You can customize how Teamhood 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 Teamhood and Close?

The data sync between Teamhood 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 Teamhood 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 Teamhood and Close?

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

Teamhood

About Teamhood

Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.

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