Connect Teamwork Desk and Close to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ticket
New Customer
Customer Updated
New Note on Ticket
Ticket Assigned
Ticket Unassigned
New Agent Reply
Thread Edited
New Customer Reply
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Ready to use Teamwork Desk and Close automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Triggers when a new ticket is created.
New Customer
Triggers when a new customer is added.
Customer Updated
Triggers when a customer's details are updated.
New Note on Ticket
Triggers when a new note is added to a ticket.
Ticket Assigned
Triggers when a ticket is assigned to a team member.
Ticket Unassigned
Ticket Unassigned
Do thisActions
Action is the task that follows automatically within your Teamwork Desk integrations.
Create Customer
Creates a new customer
Assign Ticket
Assigns a ticket to a specific team member.
Link tasks to ticket
Link task to ticket
Unassign Ticket
Unassigns the selected ticket.
Update Customer
Update Customer
Update Ticket
test
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Frequently Asked Questions
To start, connect both your Teamwork Desk and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamwork Desk triggers actions in Close (or vice versa).
Absolutely. You can customize how Teamwork Desk 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.
The data sync between Teamwork Desk and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Teamwork Desk 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.
About Teamwork Desk
Teamwork Desk is a customer support software that helps teams manage and resolve customer queries efficiently. It offers a range of features including ticket management, automation, and reporting to streamline customer support operations.
Learn MoreAbout 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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